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MMBG Investment Advisors’s Constellation Brands STZ Stock Holding History

MMBG Investment 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
Q2 		$520K Hold
3,740
– – 0.04% 135
2026
Q1 		$561K Hold
3,740
– – 0.05% 128
2025
Q4 		$516K Sell
3,740
-23,011
-86% -$3.16M 0.04% 138
2025
Q3 		$3.6M Sell
26,751
-6,220
-19% -$989K 0.32% 51
2025
Q2 		$5.36M Sell
32,971
-897
-3% -$161K 0.53% 36
2025
Q1 		$6.22M Buy
33,868
+7,382
+28% +$1.34M 0.7% 30
2024
Q4 		$5.85M Buy
26,486
+1,450
+6% +$345K 0.62% 32
2024
Q3 		$6.45M Buy
25,036
+942
+4% +$233K 0.67% 34
2024
Q2 		$6.2M Hold
24,094
– – 0.66% 34
2024
Q1 		$6.55M Hold
24,094
– – 0.69% 28
2023
Q4 		$5.82M Buy
24,094
+860
+4% +$205K 0.69% 34
2023
Q3 		$5.84M Buy
23,234
+910
+4% +$238K 0.74% 30
2023
Q2 		$5.51M Sell
22,324
-1,720
-7% -$402K 0.67% 33
2023
Q1 		$5.43M Sell
24,044
-45
-0.2% -$10K 0.69% 31
2022
Q4 		$5.58M Sell
24,089
-170
-0.7% -$40.7K 0.74% 39
2022
Q3 		$5.57M Hold
24,259
– – 0.75% 33
2022
Q2 		$5.65M Sell
24,259
-26,502
-52% -$6.45M 0.7% 33
2022
Q1 		$11.7M Sell
50,761
-4,760
-9% -$1.1M 1.22% 21
2021
Q4 		$13.9M Buy
+55,521
New +$12.7M 1.34% 18

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

MMBG Investment Advisors's STZ Position: Q2 2026 in Review

MMBG Investment Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 3,740 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #135.

MMBG Investment Advisors first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.9M in Q4 2021. 668 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • MMBG Investment Advisors held 3,740 shares of Constellation Brands worth $520K as of Q2 2026.
  • MMBG Investment Advisors left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.04% of MMBG Investment Advisors's portfolio in Q2 2026, its #135 holding.
  • MMBG Investment Advisors first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • MMBG Investment Advisors's Constellation Brands position peaked at $13.9M in Q4 2021.
  • 668 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.