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Rakuten Investment Management’s Constellation Brands STZ Stock Holding History

Rakuten 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 		$3.23M Buy
23,161
+1,565
+7% +$233K 0.01% 347
2026
Q1 		$3.26M Buy
21,596
+2,329
+12% +$360K 0.01% 320
2025
Q4 		$2.67M Buy
19,267
+14,014
+267% +$1.92M 0.01% 394
2025
Q3 		$128K Buy
+5,253
New +$836K ﹤0.01% 602
2025
Q1 		$2.69M Buy
+14,645
New +$2.66M 0.01% 314
2024
Q3 		$2.33M Buy
9,012
+2,108
+31% +$523K 0.01% 216
2024
Q2 		$1.77M Buy
6,904
+2,546
+58% +$655K 0.01% 205
2024
Q1 		$1.18M Buy
4,358
+3,955
+981% +$1M 0.01% 197
2023
Q4 		$97.6K Buy
+403
New +$95.8K ﹤0.01% 187

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

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

Rakuten Investment Management increased its Constellation Brands (STZ) stake by 7.2% in Q2 2026, buying an estimated $233K and bringing the position to 23,161 shares worth $3.23M. The position accounts for 0.01% of the portfolio, ranked #347.

Rakuten Investment Management first reported a position in STZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.26M in Q1 2026. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Rakuten Investment Management held 23,161 shares of Constellation Brands worth $3.23M as of Q2 2026.
  • Rakuten Investment Management bought 1,565 Constellation Brands shares in Q2 2026, an estimated $233K.
  • Constellation Brands made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #347 holding.
  • Rakuten Investment Management first reported a position in Constellation Brands in Q4 2023 and has held it in 9 quarters since.
  • Rakuten Investment Management's Constellation Brands position peaked at $3.26M in Q1 2026.
  • 1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.