HIM
STZ icon

Hillsdale Investment Management’s Constellation Brands STZ Stock Holding History

Hillsdale Investment Management’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 		– Sell
-546
Closed -$81.9K – 761
2026
Q1 		$81.9K Hold
546
– – ﹤0.01% 591
2025
Q4 		$75.3K Buy
+546
New +$74.9K ﹤0.01% 525

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hillsdale Investment Management's STZ Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 546 shares — an estimated $81.9K sold.

Hillsdale Investment Management first reported a position in STZ in Q4 2025 and held it in 2 quarters. The position peaked at $81.9K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Hillsdale Investment Management reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 546 Constellation Brands shares in Q2 2026, an estimated $81.9K.
  • Hillsdale Investment Management first reported a position in Constellation Brands in Q4 2025 and held it in 2 quarters.
  • Hillsdale Investment Management's Constellation Brands position peaked at $81.9K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.