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HFM Investment Advisors’s Constellation Brands STZ Stock Holding History

HFM Investment Advisors’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
Q1 		$750 Buy
5
+4
+400% +$618 ﹤0.01% 518
2025
Q4 		$138 Hold
1
– – ﹤0.01% 1116
2025
Q3 		$135 Sell
1
-3
-75% -$477 ﹤0.01% 1101
2025
Q2 		$651 Buy
4
+2
+100% +$359 ﹤0.01% 551
2025
Q1 		$368 Buy
+2
New +$363 ﹤0.01% 387

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HFM Investment Advisors's STZ Position: Q1 2026 in Review

HFM Investment Advisors increased its Constellation Brands (STZ) stake by 400% in Q1 2026, buying an estimated $618 and bringing the position to 5 shares worth $750. The position accounts for ﹤0.01% of the portfolio, ranked #518.

HFM Investment Advisors first reported a position in STZ in Q1 2025 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • HFM Investment Advisors held 5 shares of Constellation Brands worth $750 as of Q1 2026.
  • HFM Investment Advisors bought 4 Constellation Brands shares in Q1 2026, an estimated $618.
  • Constellation Brands made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #518 holding.
  • HFM Investment Advisors first reported a position in Constellation Brands in Q1 2025 and has held it in 5 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.