VPIM
STZ icon

Vanguard Personalized Indexing Management’s Constellation Brands STZ Stock Holding History

Vanguard Personalized Indexing 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 		$3.23M Sell
21,513
-554
-3% -$85.6K 0.03% 446
2025
Q4 		$3.04M Buy
22,067
+9,251
+72% +$1.27M 0.03% 454
2025
Q3 		$1.73M Sell
12,816
-1,864
-13% -$296K 0.02% 645
2025
Q2 		$2.39M Buy
14,680
+2,286
+18% +$410K 0.03% 503
2025
Q1 		$2.27M Buy
12,394
+723
+6% +$131K 0.03% 456
2024
Q4 		$2.58M Buy
11,671
+2,173
+23% +$516K 0.04% 395
2024
Q3 		$2.45M Sell
9,498
-1,177
-11% -$292K 0.04% 402
2024
Q2 		$2.69M Buy
10,675
+1,783
+20% +$459K 0.05% 328
2024
Q1 		$2.42M Buy
8,892
+1,612
+22% +$408K 0.05% 339
2023
Q4 		$1.76M Sell
7,280
-768
-10% -$183K 0.05% 383
2023
Q3 		$2.02M Sell
8,048
-104
-1% -$27.1K 0.06% 311
2023
Q2 		$2.01M Buy
8,152
+1,451
+22% +$340K 0.06% 314
2023
Q1 		$1.51M Buy
6,701
+21
+0.3% +$4.67K 0.05% 375
2022
Q4 		$1.55M Sell
6,680
-327
-5% -$78.3K 0.06% 343
2022
Q3 		$1.61M Buy
7,007
+337
+5% +$82.1K 0.07% 285
2022
Q2 		$1.55M Buy
6,670
+1,455
+28% +$354K 0.07% 269
2022
Q1 		$1.2M Sell
5,215
-998
-16% -$230K 0.06% 352
2021
Q4 		$1.56M Buy
6,213
+4,046
+187% +$922K 0.09% 226
2021
Q3 		$456K Sell
2,167
-277
-11% -$60.5K 0.04% 565
2021
Q2 		$572K Buy
2,444
+734
+43% +$172K 0.06% 416
2021
Q1 		$390K Buy
1,710
+581
+51% +$131K 0.06% 403
2020
Q4 		$247K Buy
+1,129
New +$222K 0.05% 443

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 $5.72T 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
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 $618B AUM 30.34% 1-Year Est. Return

Vanguard Personalized Indexing Management's STZ Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Constellation Brands (STZ) stake by 2.5% in Q1 2026, selling an estimated $85.6K and leaving 21,513 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #446.

Vanguard Personalized Indexing Management first reported a position in STZ in Q4 2020 and has held it in 22 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Vanguard Personalized Indexing Management held 21,513 shares of Constellation Brands worth $3.23M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 554 Constellation Brands shares in Q1 2026, an estimated $85.6K.
  • Constellation Brands made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #446 holding.
  • Vanguard Personalized Indexing Management first reported a position in Constellation Brands in Q4 2020 and has held it in 22 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.