Mercer Global Advisors
STZ icon

Mercer Global Advisors’s Constellation Brands STZ Stock Holding History

Mercer Global Advisors’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 		$756K Sell
5,040
-17,062
-77% -$2.64M ﹤0.01% 1714
2025
Q4 		$1.01M Buy
22,102
+14,311
+184% +$1.96M ﹤0.01% 1447
2025
Q3 		$1.05M Sell
7,791
-1,528
-16% -$243K ﹤0.01% 1359
2025
Q2 		$1.52M Sell
9,319
-6,260
-40% -$1.12M ﹤0.01% 1004
2025
Q1 		$2.86M Sell
15,579
-1,746
-10% -$317K 0.01% 716
2024
Q4 		$3.83M Sell
17,325
-6,235
-26% -$1.48M 0.01% 621
2024
Q3 		$6.07M Buy
23,560
+1,605
+7% +$398K 0.01% 448
2024
Q2 		$2.79M Sell
21,955
-705
-3% -$181K 0.01% 615
2024
Q1 		$6.18M Buy
22,660
+10,628
+88% +$2.69M 0.02% 411
2023
Q4 		$2.91M Buy
12,032
+2,298
+24% +$547K 0.01% 620
2023
Q3 		$2.45M Sell
9,734
-533
-5% -$139K 0.01% 637
2023
Q2 		$2.53M Sell
10,267
-84
-0.8% -$19.7K 0.01% 657
2023
Q1 		$2.34M Buy
10,351
+323
+3% +$71.9K 0.01% 639
2022
Q4 		$2.32M Sell
10,028
-536
-5% -$128K 0.01% 655
2022
Q3 		$2.43M Buy
10,564
+383
+4% +$93.3K 0.01% 583
2022
Q2 		$2.37M Buy
10,181
+298
+3% +$72.5K 0.01% 570
2022
Q1 		$2.28M Buy
9,883
+700
+8% +$162K 0.01% 611
2021
Q4 		$2.31M Buy
9,183
+1,264
+16% +$288K 0.01% 578
2021
Q3 		$1.67M Sell
7,919
-258
-3% -$56.3K 0.01% 672
2021
Q2 		$1.91M Buy
8,177
+1,669
+26% +$392K 0.01% 589
2021
Q1 		$1.48M Buy
6,508
+4,089
+169% +$921K 0.01% 638
2020
Q4 		$530K Buy
2,419
+391
+19% +$76.9K 0.01% 839
2020
Q3 		$384K Buy
2,028
+705
+53% +$129K 0.01% 866
2020
Q2 		$231K Sell
1,323
-1,535
-54% -$256K ﹤0.01% 945
2020
Q1 		$410K Sell
2,858
-1,879
-40% -$332K 0.01% 718
2019
Q4 		$899K Sell
4,737
-995
-17% -$188K 0.02% 551
2019
Q3 		$1.19M Buy
5,732
+991
+21% +$199K 0.03% 434
2019
Q2 		$934K Buy
4,741
+2,662
+128% +$520K 0.02% 479
2019
Q1 		$365K Buy
+2,079
New +$350K 0.01% 754

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

Mercer Global Advisors's STZ Position: Q1 2026 in Review

Mercer Global Advisors reduced its Constellation Brands (STZ) stake by 77% in Q1 2026, selling an estimated $2.64M and leaving 5,040 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Mercer Global Advisors first reported a position in STZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.18M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Mercer Global Advisors held 5,040 shares of Constellation Brands worth $756K as of Q1 2026.
  • Mercer Global Advisors sold 17,062 Constellation Brands shares in Q1 2026, an estimated $2.64M.
  • Constellation Brands made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1714 holding.
  • Mercer Global Advisors first reported a position in Constellation Brands in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Constellation Brands position peaked at $6.18M in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.