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Longfellow Investment Management’s Constellation Brands STZ Stock Holding History

Longfellow Investment 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 		$1.03M Hold
6,869
– – 0.21% 78
2025
Q4 		$948K Buy
6,869
+2,244
+49% +$308K 0.21% 80
2025
Q3 		$623K Buy
4,625
+1,098
+31% +$175K 0.15% 107
2025
Q2 		$574K Hold
3,527
– – 0.14% 99
2025
Q1 		$647K Buy
+3,527
New +$641K 0.16% 84

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

Longfellow Investment Management's STZ Position: Q1 2026 in Review

Longfellow Investment Management held its Constellation Brands (STZ) position steady in Q1 2026 at 6,869 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #78.

Longfellow Investment Management first reported a position in STZ in Q1 2025 and has held it in 5 quarters since. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Longfellow Investment Management held 6,869 shares of Constellation Brands worth $1.03M as of Q1 2026.
  • Longfellow Investment Management left its Constellation Brands share count unchanged in Q1 2026.
  • Constellation Brands made up 0.21% of Longfellow Investment Management's portfolio in Q1 2026, its #78 holding.
  • Longfellow Investment Management first reported a position in Constellation Brands in Q1 2025 and has held it in 5 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.