IMA Advisory Services’s Constellation Brands STZ Stock Holding History

IMA Advisory Services’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	–	Sell	-74	Closed	-$10.2K	–	1055
2025 Q4	$10.2K	Hold	74	–	–	﹤0.01%	338
2025 Q3	$9.97K	Hold	74	–	–	﹤0.01%	319
2025 Q2	$12K	Hold	74	–	–	﹤0.01%	306
2025 Q1	$13.6K	Buy	+74	New	+$13.4K	﹤0.01%	298
2024 Q4	–	Sell	-74	Closed	-$19.1K	–	267
2024 Q3	$19.1K	Buy	+74	New	+$18.3K	﹤0.01%	225
2023 Q4	–	Sell	-74	Closed	-$18.6K	–	241
2023 Q3	$18.6K	Hold	74	–	–	﹤0.01%	218
2023 Q2	$18.2K	Hold	74	–	–	﹤0.01%	228
2023 Q1	$16.7K	Hold	74	–	–	﹤0.01%	221
2022 Q4	$17.1K	Hold	74	–	–	﹤0.01%	230
2022 Q3	$17K	Sell	74 -16	-18%	-$3.9K	﹤0.01%	228
2022 Q2	$21K	Hold	90	–	–	0.01%	224
2022 Q1	$21K	Hold	90	–	–	﹤0.01%	205
2021 Q4	$23K	Hold	90	–	–	0.01%	205
2021 Q3	$19K	Hold	90	–	–	﹤0.01%	207
2021 Q2	$21K	Hold	90	–	–	﹤0.01%	195
2021 Q1	$21K	Sell	90 -365	-80%	-$82.3K	0.01%	197
2020 Q4	$100K	Hold	455	–	–	0.03%	131
2020 Q3	$86K	Sell	455 -80	-15%	-$14.6K	0.03%	140
2020 Q2	$94K	Sell	535 -176	-25%	-$29.3K	0.03%	132
2020 Q1	$102K	Sell	711 -10,778	-94%	-$1.9M	0.04%	124
2019 Q4	$2.18M	Sell	11,489 -685	-6%	-$129K	0.81%	55
2019 Q3	$2.52M	Sell	12,174 -2,400	-16%	-$482K	0.95%	45
2019 Q2	$2.87M	Buy	14,574 +796	+6%	+$155K	1.07%	34
2019 Q1	$2.42M	Buy	13,778 +13,773	+275,460%	+$2.32M	0.94%	46
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	321
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	332
2018 Q2	$1K	Buy	+5	New	+$1.13K	﹤0.01%	457

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IMA Advisory Services's STZ Position: Q1 2026 in Review

IMA Advisory Services sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 74 shares — an estimated $10.2K sold.

IMA Advisory Services first reported a position in STZ in Q2 2018 and held it in 27 quarters. The position peaked at $2.87M in Q2 2019. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

IMA Advisory Services reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
IMA Advisory Services sold 74 Constellation Brands shares in Q1 2026, an estimated $10.2K.
IMA Advisory Services first reported a position in Constellation Brands in Q2 2018 and held it in 27 quarters.
IMA Advisory Services's Constellation Brands position peaked at $2.87M in Q2 2019.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.