Miller Investment Management’s Constellation Brands STZ Stock Holding History

Miller 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	$533K	Hold	3,550	–	–	0.05%	68
2025 Q4	$490K	Hold	3,550	–	–	0.05%	75
2025 Q3	$478K	Sell	3,550 -2,450	-41%	-$390K	0.05%	82
2025 Q2	$976K	Hold	6,000	–	–	0.1%	61
2025 Q1	$1.1M	Hold	6,000	–	–	0.12%	61
2024 Q4	$1.33M	Hold	6,000	–	–	0.15%	55
2024 Q3	$1.55M	Hold	6,000	–	–	0.16%	54
2024 Q2	$1.54M	Hold	6,000	–	–	0.18%	52
2024 Q1	$1.63M	Hold	6,000	–	–	0.21%	50
2023 Q4	$1.45M	Hold	6,000	–	–	0.21%	53
2023 Q3	$1.51M	Hold	6,000	–	–	0.24%	46
2023 Q2	$1.48M	Hold	6,000	–	–	0.23%	50
2023 Q1	$1.36M	Hold	6,000	–	–	0.22%	50
2022 Q4	$1.39M	Hold	6,000	–	–	0.24%	49
2022 Q3	$1.38M	Hold	6,000	–	–	0.29%	47
2022 Q2	$1.4M	Hold	6,000	–	–	0.29%	46
2022 Q1	$1.38M	Hold	6,000	–	–	0.22%	48
2021 Q4	$1.51M	Hold	6,000	–	–	0.22%	46
2021 Q3	$1.26M	Hold	6,000	–	–	0.22%	43
2021 Q2	$1.4M	Hold	6,000	–	–	0.24%	37
2021 Q1	$1.37M	Hold	6,000	–	–	0.25%	37
2020 Q4	$1.31M	Hold	6,000	–	–	0.24%	36
2020 Q3	$1.14M	Hold	6,000	–	–	0.28%	33
2020 Q2	$1.05M	Hold	6,000	–	–	0.31%	32
2020 Q1	$860K	Hold	6,000	–	–	0.28%	38
2019 Q4	$1.14M	Hold	6,000	–	–	0.25%	41
2019 Q3	$1.24M	Hold	6,000	–	–	0.28%	38
2019 Q2	$1.18M	Hold	6,000	–	–	0.27%	43
2019 Q1	$1.05M	Hold	6,000	–	–	0.28%	41
2018 Q4	$965K	Buy	+6,000	New	+$1.19M	0.28%	41

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

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

Miller Investment Management held its Constellation Brands (STZ) position steady in Q1 2026 at 3,550 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #68.

Miller Investment Management first reported a position in STZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.63M in Q1 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Miller Investment Management held 3,550 shares of Constellation Brands worth $533K as of Q1 2026.
Miller Investment Management left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up 0.05% of Miller Investment Management's portfolio in Q1 2026, its #68 holding.
Miller Investment Management first reported a position in Constellation Brands in Q4 2018 and has held it in 30 quarters since.
Miller Investment Management's Constellation Brands position peaked at $1.63M in Q1 2024.
1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.