Rothwell Investment Advisors, LLC’s Constellation Brands STZ Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$4.7K	Buy	+42	New	+$5.42K	﹤0.01%	917

Other funds holding STZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Rothwell Investment Advisors, LLC's STZ Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Constellation Brands (STZ) in Q3 2026: 42 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings.

480 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Rothwell Investment Advisors, LLC held 42 shares of Constellation Brands worth $4.7K as of Q3 2026.
Constellation Brands was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Constellation Brands made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #917 holding.
480 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.