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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
Q2 		$757K Sell
5,478
-3,522
-39% -$524K 0.04% 309
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

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 $3.38T AUM 44.17% 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

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

Plato Investment Management reduced its Constellation Brands (STZ) stake by 39% in Q2 2026, selling an estimated $524K and leaving 5,478 shares worth $757K. The position accounts for 0.04% of the portfolio, ranked #309.

Plato Investment Management first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q3 2024. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Plato Investment Management held 5,478 shares of Constellation Brands worth $757K as of Q2 2026.
  • Plato Investment Management sold 3,522 Constellation Brands shares in Q2 2026, an estimated $524K.
  • Constellation Brands made up 0.04% of Plato Investment Management's portfolio in Q2 2026, its #309 holding.
  • Plato Investment Management first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Constellation Brands position peaked at $1.84M in Q3 2024.
  • 1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.