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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
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

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

Ancora Advisors's STZ Position: Q1 2026 in Review

Ancora Advisors increased its Constellation Brands (STZ) stake by 65% in Q1 2026, buying an estimated $122K and bringing the position to 2,008 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #625.

Ancora Advisors first reported a position in STZ in Q3 2018 and has held it in 27 quarters since. The position peaked at $2.12M in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Ancora Advisors held 2,008 shares of Constellation Brands worth $301K as of Q1 2026.
  • Ancora Advisors bought 788 Constellation Brands shares in Q1 2026, an estimated $122K.
  • Constellation Brands made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #625 holding.
  • Ancora Advisors first reported a position in Constellation Brands in Q3 2018 and has held it in 27 quarters since.
  • Ancora Advisors's Constellation Brands position peaked at $2.12M in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.