Kendall Capital Management’s Constellation Brands STZ Stock Holding History

Kendall Capital 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	$749K	Buy	4,993 +1,388	+39%	+$214K	0.15%	136
2025 Q4	$497K	Buy	+3,605	New	+$495K	0.1%	159
2019 Q4	–	Sell	-1,547	Closed	-$321K	–	114
2019 Q3	$321K	Sell	1,547 -2,680	-63%	-$538K	0.28%	87
2019 Q2	$832K	Buy	4,227 +285	+7%	+$55.6K	0.75%	51
2019 Q1	$691K	Sell	3,942 -205	-5%	-$34.5K	0.66%	56
2018 Q4	$667K	Sell	4,147 -290	-7%	-$57.6K	0.69%	53
2018 Q3	$957K	Sell	4,437 -235	-5%	-$50K	0.81%	43
2018 Q2	$1.02M	Buy	4,672 +457	+11%	+$103K	0.9%	39
2018 Q1	$961K	Buy	4,215 +460	+12%	+$101K	0.83%	38
2017 Q4	$858K	Buy	+3,755	New	+$812K	0.76%	43

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

Kendall Capital Management's STZ Position: Q1 2026 in Review

Kendall Capital Management increased its Constellation Brands (STZ) stake by 39% in Q1 2026, buying an estimated $214K and bringing the position to 4,993 shares worth $749K. The position accounts for 0.15% of the portfolio, ranked #136.

Kendall Capital Management first reported a position in STZ in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2018. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Kendall Capital Management held 4,993 shares of Constellation Brands worth $749K as of Q1 2026.
Kendall Capital Management bought 1,388 Constellation Brands shares in Q1 2026, an estimated $214K.
Constellation Brands made up 0.15% of Kendall Capital Management's portfolio in Q1 2026, its #136 holding.
Kendall Capital Management first reported a position in Constellation Brands in Q4 2017 and has held it in 10 quarters since.
Kendall Capital Management's Constellation Brands position peaked at $1.02M in Q2 2018.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.