SAM
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Secure Asset Management’s Constellation Brands STZ Stock Holding History

Secure Asset 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 		– Sell
-1,572
Closed -$217K – 373
2025
Q4 		$217K Sell
1,572
-314
-17% -$43.1K 0.03% 319
2025
Q3 		$262K Sell
1,886
-122
-6% -$19.4K 0.04% 268
2025
Q2 		$327K Buy
2,008
+655
+48% +$117K 0.06% 240
2025
Q1 		$248K Sell
1,353
-6,136
-82% -$1.11M 0.05% 260
2024
Q4 		$1.65M Buy
7,489
+1,145
+18% +$272K 0.25% 94
2024
Q3 		$1.63M Buy
6,344
+1,022
+19% +$253K 0.28% 90
2024
Q2 		$1.37M Buy
5,322
+637
+14% +$164K 0.26% 96
2024
Q1 		$1.27M Buy
4,685
+3,633
+345% +$919K 0.3% 93
2023
Q4 		$254K Buy
+1,052
New +$250K 0.07% 189
2021
Q4 		– Sell
-1,081
Closed -$228K – 221
2021
Q3 		$228K Buy
1,081
+213
+25% +$46.5K 0.11% 159
2021
Q2 		$203K Buy
+868
New +$204K 0.1% 177

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return