Marshall Wace
STZ icon

Marshall Wace’s Constellation Brands STZ Stock Holding History

Marshall Wace’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
Q4 		– Sell
-100
Closed -$13.5K – 3467
2025
Q3 		$13.5K Buy
+100
New +$15.9K ﹤0.01% 2795
2023
Q1 		– Sell
-8,100
Closed -$1.88M – 3086
2022
Q4 		$1.88M Buy
+8,100
New +$1.94M ﹤0.01% 1766

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

Marshall Wace's STZ Position: Q1 2026 in Review

Marshall Wace increased its Constellation Brands (STZ) stake by 358% in Q1 2026, buying an estimated $133M and bringing the position to 1,104,981 shares worth $166M. The position accounts for 0.17% of the portfolio, ranked #91.

Marshall Wace first reported a position in STZ in Q1 2014 and has held it in 46 quarters since. The position peaked at $340M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Marshall Wace held 1,104,981 shares of Constellation Brands worth $166M as of Q1 2026.
  • Marshall Wace bought 863,959 Constellation Brands shares in Q1 2026, an estimated $133M.
  • Constellation Brands made up 0.17% of Marshall Wace's portfolio in Q1 2026, its #91 holding.
  • Marshall Wace first reported a position in Constellation Brands in Q1 2014 and has held it in 46 quarters since.
  • Marshall Wace's Constellation Brands position peaked at $340M in Q4 2023.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.