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 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%	-$99.9K	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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Grimes & Company's STZ Position: Q2 2026 in Review

Grimes & Company increased its Constellation Brands (STZ) stake by 5.4% in Q2 2026, buying an estimated $275K and bringing the position to 36,363 shares worth $5.06M. The position accounts for 0.11% of the portfolio, ranked #123.

Grimes & Company first reported a position in STZ in Q2 2019 and has held it in 8 quarters since. The position peaked at $6.1M in Q4 2024. 387 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Grimes & Company held 36,363 shares of Constellation Brands worth $5.06M as of Q2 2026.
Grimes & Company bought 1,849 Constellation Brands shares in Q2 2026, an estimated $275K.
Constellation Brands made up 0.11% of Grimes & Company's portfolio in Q2 2026, its #123 holding.
Grimes & Company first reported a position in Constellation Brands in Q2 2019 and has held it in 8 quarters since.
Grimes & Company's Constellation Brands position peaked at $6.1M in Q4 2024.
387 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.