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Investors Asset Management of Georgia’s Constellation Brands STZ Stock Holding History

Investors Asset Management of Georgia’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 		$253K Sell
1,822
-99
-5% -$14.7K 0.09% 173
2026
Q1 		$288K Sell
1,921
-474
-20% -$73.2K 0.12% 154
2025
Q4 		$330K Buy
2,395
+246
+11% +$33.8K 0.14% 134
2025
Q3 		$289K Buy
2,149
+425
+25% +$67.6K 0.12% 142
2025
Q2 		$281K Sell
1,724
-290
-14% -$52K 0.13% 134
2025
Q1 		$370K Buy
2,014
+296
+17% +$53.8K 0.19% 106
2024
Q4 		$380K Buy
1,718
+221
+15% +$52.5K 0.19% 107
2024
Q3 		$386K Buy
1,497
+275
+23% +$68.2K 0.18% 106
2024
Q2 		$314K Buy
1,222
+1
+0.1% +$257 0.15% 123
2024
Q1 		$332K Hold
1,221
– – 0.16% 116
2023
Q4 		$295K Buy
1,221
+1
+0.1% +$238 0.15% 122
2023
Q3 		$302K Sell
1,220
-20
-2% -$5.22K 0.17% 120
2023
Q2 		$305K Buy
1,240
+1
+0.1% +$234 0.16% 122
2023
Q1 		$280K Sell
1,239
-49
-4% -$10.9K 0.15% 131
2022
Q4 		$299K Buy
1,288
+50
+4% +$12K 0.16% 133
2022
Q3 		$284K Sell
1,238
-19
-2% -$4.63K 0.15% 132
2022
Q2 		$293K Sell
1,257
-85
-6% -$20.7K 0.15% 126
2022
Q1 		$309K Sell
1,342
-49
-4% -$11.3K 0.16% 134
2021
Q4 		$349K Hold
1,391
– – 0.17% 124
2021
Q3 		$293K Buy
1,391
+141
+11% +$30.8K 0.15% 131
2021
Q2 		$292K Buy
+1,250
New +$293K 0.16% 132

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 $3.37T AUM 44.26% 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

Investors Asset Management of Georgia's STZ Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its Constellation Brands (STZ) stake by 5.2% in Q2 2026, selling an estimated $14.7K and leaving 1,822 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #173.

Investors Asset Management of Georgia first reported a position in STZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $386K in Q3 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Investors Asset Management of Georgia held 1,822 shares of Constellation Brands worth $253K as of Q2 2026.
  • Investors Asset Management of Georgia sold 99 Constellation Brands shares in Q2 2026, an estimated $14.7K.
  • Constellation Brands made up 0.09% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #173 holding.
  • Investors Asset Management of Georgia first reported a position in Constellation Brands in Q2 2021 and has held it in 21 quarters since.
  • Investors Asset Management of Georgia's Constellation Brands position peaked at $386K in Q3 2024.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.