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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
Q2 		$3.16M Buy
22,685
+2,487
+12% +$370K 0.01% 448
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NEOS Investment Management's STZ Position: Q2 2026 in Review

NEOS Investment Management increased its Constellation Brands (STZ) stake by 12% in Q2 2026, buying an estimated $370K and bringing the position to 22,685 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #448.

NEOS Investment Management first reported a position in STZ in Q3 2023 and has held it in 12 quarters since. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • NEOS Investment Management held 22,685 shares of Constellation Brands worth $3.16M as of Q2 2026.
  • NEOS Investment Management bought 2,487 Constellation Brands shares in Q2 2026, an estimated $370K.
  • Constellation Brands made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #448 holding.
  • NEOS Investment Management first reported a position in Constellation Brands in Q3 2023 and has held it in 12 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.