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Ares Financial Consulting’s Constellation Brands STZ Stock Holding History

Ares Financial Consulting’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 		$21K Buy
151
+1
+0.7% +$149 0.02% 407
2026
Q1 		$22.7K Hold
150
– – 0.02% 363
2025
Q4 		$20.6K Buy
+150
New +$20.6K 0.02% 252

Other funds holding STZ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Ares Financial Consulting's STZ Position: Q2 2026 in Review

Ares Financial Consulting increased its Constellation Brands (STZ) stake by 0.67% in Q2 2026, buying an estimated $149 and bringing the position to 151 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #407.

Ares Financial Consulting first reported a position in STZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.7K in Q1 2026. 524 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Ares Financial Consulting held 151 shares of Constellation Brands worth $21K as of Q2 2026.
  • Ares Financial Consulting bought 1 Constellation Brands share in Q2 2026, an estimated $149.
  • Constellation Brands made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #407 holding.
  • Ares Financial Consulting first reported a position in Constellation Brands in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Constellation Brands position peaked at $22.7K in Q1 2026.
  • 524 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.