NEOS Investment Management’s Constellation Brands STZ Stock Holding History

NEOS 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	$3.03M	Buy	20,198 +3,584	+22%	+$554K	0.02%	420
2025 Q4	$2.29M	Buy	16,614 +2,489	+18%	+$341K	0.01%	456
2025 Q3	$1.9M	Buy	14,125 +5,009	+55%	+$797K	0.01%	450
2025 Q2	$1.48M	Buy	9,116 +1,789	+24%	+$321K	0.02%	422
2025 Q1	$1.34M	Buy	7,327 +1,253	+21%	+$228K	0.03%	390
2024 Q4	$1.34M	Buy	6,074 +1,238	+26%	+$294K	0.03%	352
2024 Q3	$1.25M	Buy	4,836 +812	+20%	+$201K	0.04%	333
2024 Q2	$1.04M	Buy	4,024 +996	+33%	+$256K	0.04%	321
2024 Q1	$823K	Buy	3,028 +901	+42%	+$228K	0.05%	300
2023 Q4	$514K	Buy	2,127 +625	+42%	+$149K	0.05%	284
2023 Q3	$377K	Buy	+1,502	New	+$392K	0.05%	242

Other funds holding STZ

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $141B AUM 30.34% 1-Year Est. Return