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Ancora Advisors’s Constellation Brands STZ Stock Holding History

Ancora Advisors’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 		$248K Sell
1,780
-228
-11% -$33.9K ﹤0.01% 690
2026
Q1 		$301K Buy
2,008
+788
+65% +$122K 0.01% 625
2025
Q4 		$168K Sell
1,220
-6,022
-83% -$826K ﹤0.01% 783
2025
Q3 		$975K Sell
7,242
-5,813
-45% -$925K 0.02% 428
2025
Q2 		$2.12M Buy
13,055
+1,985
+18% +$356K 0.04% 287
2025
Q1 		$2.03M Buy
11,070
+7,986
+259% +$1.45M 0.05% 273
2024
Q4 		$682K Sell
3,084
-266
-8% -$63.2K 0.02% 461
2024
Q3 		$863K Sell
3,350
-1,589
-32% -$394K 0.02% 416
2024
Q2 		$1.27M Buy
4,939
+188
+4% +$48.4K 0.03% 344
2024
Q1 		$1.29M Sell
4,751
-38
-0.8% -$9.62K 0.03% 347
2023
Q4 		$1.16M Buy
4,789
+160
+3% +$38.1K 0.03% 354
2023
Q3 		$1.16M Sell
4,629
-200
-4% -$52.2K 0.03% 336
2023
Q2 		$1.19M Buy
4,829
+3
+0.1% +$702 0.03% 325
2023
Q1 		$1.09M Sell
4,826
-855
-15% -$190K 0.03% 341
2022
Q4 		$1.32M Sell
5,681
-65
-1% -$15.6K 0.04% 310
2022
Q3 		$1.32M Buy
5,746
+376
+7% +$91.6K 0.04% 308
2022
Q2 		$1.25M Buy
5,370
+54
+1% +$13.1K 0.04% 326
2022
Q1 		$1.22M Sell
5,316
-71
-1% -$16.4K 0.03% 360
2021
Q4 		$1.35M Buy
5,387
+99
+2% +$22.6K 0.03% 342
2021
Q3 		$1.11M Buy
5,288
+807
+18% +$176K 0.03% 369
2021
Q2 		$1.05M Sell
4,481
-372
-8% -$87.3K 0.03% 386
2021
Q1 		$1.11M Buy
4,853
+104
+2% +$23.4K 0.03% 366
2020
Q4 		$1.04M Buy
4,749
+206
+5% +$40.5K 0.03% 348
2020
Q3 		$861K Buy
4,543
+505
+13% +$92.1K 0.03% 342
2020
Q2 		$706K Buy
4,038
+2,965
+276% +$494K 0.03% 372
2020
Q1 		$154K Hold
1,073
– – 0.01% 693
2019
Q4 		$204K Buy
+1,073
New +$203K 0.01% 649
2018
Q4 		– Sell
-88
Closed -$19K – 1114
2018
Q3 		$19K Buy
+88
New +$18.7K ﹤0.01% 1082

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

Ancora Advisors's STZ Position: Q2 2026 in Review

Ancora Advisors reduced its Constellation Brands (STZ) stake by 11% in Q2 2026, selling an estimated $33.9K and leaving 1,780 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Ancora Advisors first reported a position in STZ in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.12M in Q2 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Ancora Advisors held 1,780 shares of Constellation Brands worth $248K as of Q2 2026.
  • Ancora Advisors sold 228 Constellation Brands shares in Q2 2026, an estimated $33.9K.
  • Constellation Brands made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #690 holding.
  • Ancora Advisors first reported a position in Constellation Brands in Q3 2018 and has held it in 28 quarters since.
  • Ancora Advisors's Constellation Brands position peaked at $2.12M in Q2 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.