Plimoth Trust’s Constellation Brands STZ Stock Holding History

Plimoth Trust’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	$1.38M	Sell	9,185 -2,272	-20%	-$351K	0.31%	78
2025 Q4	$1.58M	Sell	11,457 -566	-5%	-$77.7K	0.35%	71
2025 Q3	$1.62M	Buy	12,023 +1,322	+12%	+$210K	0.37%	71
2025 Q2	$1.74M	Buy	10,701 +1,405	+15%	+$252K	0.42%	68
2025 Q1	$1.71M	Buy	9,296 +2,436	+36%	+$443K	0.44%	68
2024 Q4	$1.52M	Buy	6,860 +261	+4%	+$62K	0.39%	68
2024 Q3	$1.7M	Buy	6,599 +1,252	+23%	+$310K	0.43%	69
2024 Q2	$1.38M	Buy	5,347 +200	+4%	+$51.4K	0.37%	73
2024 Q1	$1.4M	Buy	5,147 +1,900	+59%	+$481K	0.37%	75
2023 Q4	$785K	Buy	+3,247	New	+$772K	0.23%	94

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

Plimoth Trust's STZ Position: Q1 2026 in Review

Plimoth Trust reduced its Constellation Brands (STZ) stake by 20% in Q1 2026, selling an estimated $351K and leaving 9,185 shares worth $1.38M. The position accounts for 0.31% of the portfolio, ranked #78.

Plimoth Trust first reported a position in STZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.74M in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Plimoth Trust held 9,185 shares of Constellation Brands worth $1.38M as of Q1 2026.
Plimoth Trust sold 2,272 Constellation Brands shares in Q1 2026, an estimated $351K.
Constellation Brands made up 0.31% of Plimoth Trust's portfolio in Q1 2026, its #78 holding.
Plimoth Trust first reported a position in Constellation Brands in Q4 2023 and has held it in 10 quarters since.
Plimoth Trust's Constellation Brands position peaked at $1.74M in Q2 2025.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.