Plato Investment Management’s Constellation Brands STZ Stock Holding History

Plato 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	$1.35M	Sell	9,000 -908	-9%	-$140K	0.09%	221
2025 Q4	$1.37M	Hold	9,908	–	–	0.09%	222
2025 Q3	$1.32M	Buy	9,908 +2,414	+32%	+$384K	0.09%	227
2025 Q2	$1.21M	Buy	7,494 +4	+0.1%	+$717	0.09%	228
2025 Q1	$1.39M	Buy	7,490 +15	+0.2%	+$2.73K	0.12%	191
2024 Q4	$1.66M	Buy	7,475 +338	+5%	+$80.3K	0.12%	179
2024 Q3	$1.84M	Hold	7,137	–	–	0.15%	163
2024 Q2	$1.84M	Buy	7,137 +395	+6%	+$102K	0.17%	132
2024 Q1	$1.83M	Buy	6,742 +6,712	+22,373%	+$1.7M	0.19%	129
2023 Q4	$7.25K	Buy	+30	New	+$7.13K	0.01%	375

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

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

Plato Investment Management reduced its Constellation Brands (STZ) stake by 9.2% in Q1 2026, selling an estimated $140K and leaving 9,000 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #221.

Plato Investment Management first reported a position in STZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.84M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Plato Investment Management held 9,000 shares of Constellation Brands worth $1.35M as of Q1 2026.
Plato Investment Management sold 908 Constellation Brands shares in Q1 2026, an estimated $140K.
Constellation Brands made up 0.09% of Plato Investment Management's portfolio in Q1 2026, its #221 holding.
Plato Investment Management first reported a position in Constellation Brands in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Constellation Brands position peaked at $1.84M in Q3 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.