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LMR Partners’s Constellation Brands STZ Stock Holding History

LMR Partners’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
2025
Q2 		– Sell
-46,900
Closed -$8.61M – 1631
2025
Q1 		$8.61M Buy
+46,900
New +$8.52M 0.08% 277
2024
Q2 		– Sell
-9,500
Closed -$2.58M – 1308
2024
Q1 		$2.58M Hold
9,500
– – 0.03% 496
2023
Q4 		$2.3M Buy
+9,500
New +$2.26M 0.03% 444

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

LMR Partners's STZ Position: Q1 2026 in Review

LMR Partners reduced its Constellation Brands (STZ) stake by 60% in Q1 2026, selling an estimated $1.55M and leaving 6,641 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

LMR Partners first reported a position in STZ in Q2 2014 and has held it in 30 quarters since. The position peaked at $23.1M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • LMR Partners held 6,641 shares of Constellation Brands worth $996K as of Q1 2026.
  • LMR Partners sold 10,052 Constellation Brands shares in Q1 2026, an estimated $1.55M.
  • Constellation Brands made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #980 holding.
  • LMR Partners first reported a position in Constellation Brands in Q2 2014 and has held it in 30 quarters since.
  • LMR Partners's Constellation Brands position peaked at $23.1M in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.