Grimes & Company’s Constellation Brands STZ Stock Holding History

Grimes & Company’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.16M	Buy	36,826 +463	+1%	+$59.7K	0.1%	132
2026 Q2	$5.06M	Buy	36,363 +1,849	+5%	+$275K	0.11%	123
2026 Q1	$5.18M	Buy	34,514 +13,207	+62%	+$2.04M	0.14%	110
2025 Q4	$2.94M	Sell	21,307 -4,604	-18%	-$632K	0.07%	159
2025 Q3	$3.49M	Sell	25,911 -628	-2%	-$100K	0.09%	138
2025 Q2	$4.32M	Sell	26,539 -4,738	-15%	-$850K	0.12%	116
2025 Q1	$5.74M	Buy	31,277 +3,677	+13%	+$668K	0.18%	102
2024 Q4	$6.1M	Buy	+27,600	New	+$6.56M	0.18%	96
2019 Q3	–	Sell	-1,192	Closed	-$235K	–	260
2019 Q2	$235K	Buy	+1,192	New	+$233K	0.02%	221

Other funds holding STZ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Grimes & Company's STZ Position: Q3 2026 in Review

Grimes & Company increased its Constellation Brands (STZ) stake by 1.3% in Q3 2026, buying an estimated $59.7K and bringing the position to 36,826 shares worth $4.16M. The position accounts for 0.1% of the portfolio, ranked #132.

Grimes & Company first reported a position in STZ in Q2 2019 and has held it in 9 quarters since. The position peaked at $6.1M in Q4 2024. 796 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Grimes & Company held 36,826 shares of Constellation Brands worth $4.16M as of Q3 2026.
Grimes & Company bought 463 Constellation Brands shares in Q3 2026, an estimated $59.7K.
Constellation Brands made up 0.1% of Grimes & Company's portfolio in Q3 2026, its #132 holding.
Grimes & Company first reported a position in Constellation Brands in Q2 2019 and has held it in 9 quarters since.
Grimes & Company's Constellation Brands position peaked at $6.1M in Q4 2024.
796 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.