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IMG Wealth Management’s Constellation Brands STZ Stock Holding History

IMG Wealth 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
Q1 		$129K Sell
858
-2
-0.2% -$309 0.08% 123
2025
Q4 		$119K Buy
860
+20
+2% +$2.74K 0.08% 124
2025
Q3 		$113K Hold
840
– – 0.08% 116
2025
Q2 		$137K Buy
+840
New +$151K 0.11% 101

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

IMG Wealth Management's STZ Position: Q1 2026 in Review

IMG Wealth Management reduced its Constellation Brands (STZ) stake by 0.23% in Q1 2026, selling an estimated $309 and leaving 858 shares worth $129K. The position accounts for 0.08% of the portfolio, ranked #123.

IMG Wealth Management first reported a position in STZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $137K in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • IMG Wealth Management held 858 shares of Constellation Brands worth $129K as of Q1 2026.
  • IMG Wealth Management sold 2 Constellation Brands shares in Q1 2026, an estimated $309.
  • Constellation Brands made up 0.08% of IMG Wealth Management's portfolio in Q1 2026, its #123 holding.
  • IMG Wealth Management first reported a position in Constellation Brands in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Constellation Brands position peaked at $137K in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.