SIM
STZ icon

Studio Investment Management’s Constellation Brands STZ Stock Holding History

Studio 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 		$202K Buy
1,450
+18
+1% +$2.68K 0.03% 181
2026
Q1 		$215K Buy
+1,432
New +$221K 0.04% 178
2025
Q3 		– Sell
-1,326
Closed -$216K – 178
2025
Q2 		$216K Buy
1,326
+5
+0.4% +$897 0.04% 169
2025
Q1 		$242K Buy
1,321
+142
+12% +$25.8K 0.05% 156
2024
Q4 		$261K Buy
1,179
+4
+0.3% +$950 0.06% 153
2024
Q3 		$303K Buy
1,175
+37
+3% +$9.17K 0.06% 143
2024
Q2 		$293K Hold
1,138
– – 0.07% 137
2024
Q1 		$309K Buy
1,138
+69
+6% +$17.5K 0.07% 132
2023
Q4 		$258K Sell
1,069
-117
-10% -$27.8K 0.07% 133
2023
Q3 		$298K Sell
1,186
-817
-41% -$213K 0.08% 126
2023
Q2 		$493K Buy
2,003
+143
+8% +$33.5K 0.14% 82
2023
Q1 		$420K Buy
1,860
+77
+4% +$17.1K 0.13% 92
2022
Q4 		$413K Buy
1,783
+82
+5% +$19.6K 0.13% 86
2022
Q3 		$391K Buy
1,701
+10
+0.6% +$2.44K 0.14% 77
2022
Q2 		$394K Buy
1,691
+55
+3% +$13.4K 0.14% 84
2022
Q1 		$377K Sell
1,636
-18
-1% -$4.16K 0.12% 88
2021
Q4 		$415K Buy
1,654
+160
+11% +$36.5K 0.15% 86
2021
Q3 		$315K Buy
+1,494
New +$326K 0.13% 81

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

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

Studio Investment Management increased its Constellation Brands (STZ) stake by 1.3% in Q2 2026, buying an estimated $2.68K and bringing the position to 1,450 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #181.

Studio Investment Management first reported a position in STZ in Q3 2021 and has held it in 18 quarters since. The position peaked at $493K in Q2 2023. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Studio Investment Management held 1,450 shares of Constellation Brands worth $202K as of Q2 2026.
  • Studio Investment Management bought 18 Constellation Brands shares in Q2 2026, an estimated $2.68K.
  • Constellation Brands made up 0.03% of Studio Investment Management's portfolio in Q2 2026, its #181 holding.
  • Studio Investment Management first reported a position in Constellation Brands in Q3 2021 and has held it in 18 quarters since.
  • Studio Investment Management's Constellation Brands position peaked at $493K in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.