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Burney Company’s Constellation Brands STZ Stock Holding History

Burney Company’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 		$1.71M Sell
12,269
-533
-4% -$79.2K 0.05% 260
2026
Q1 		$1.92M Sell
12,802
-289
-2% -$44.6K 0.06% 224
2025
Q4 		$1.81M Sell
13,091
-155
-1% -$21.3K 0.06% 262
2025
Q3 		$1.78M Sell
13,246
-15
-0.1% -$2.39K 0.06% 248
2025
Q2 		$2.16M Sell
13,261
-1,161
-8% -$208K 0.07% 218
2025
Q1 		$2.65M Sell
14,422
-928
-6% -$169K 0.1% 178
2024
Q4 		$3.39M Sell
15,350
-21
-0.1% -$4.99K 0.12% 165
2024
Q3 		$3.96M Buy
15,371
+127
+0.8% +$31.5K 0.14% 158
2024
Q2 		$3.92M Sell
15,244
-629
-4% -$162K 0.15% 160
2024
Q1 		$4.31M Buy
15,873
+400
+3% +$101K 0.16% 149
2023
Q4 		$3.74M Sell
15,473
-185
-1% -$44K 0.16% 159
2023
Q3 		$3.94M Buy
15,658
+390
+3% +$102K 0.18% 146
2023
Q2 		$3.76M Buy
15,268
+50
+0.3% +$11.7K 0.17% 155
2023
Q1 		$3.44M Sell
15,218
-7
-0% -$1.56K 0.17% 159
2022
Q4 		$3.53M Sell
15,225
-361
-2% -$86.4K 0.18% 150
2022
Q3 		$3.58M Buy
15,586
+5
+0% +$1.22K 0.2% 141
2022
Q2 		$3.63M Sell
15,581
-138
-0.9% -$33.6K 0.19% 138
2022
Q1 		$3.62M Sell
15,719
-112
-0.7% -$25.9K 0.17% 158
2021
Q4 		$3.97M Sell
15,831
-47
-0.3% -$10.7K 0.17% 157
2021
Q3 		$3.35M Sell
15,878
-155
-1% -$33.8K 0.16% 164
2021
Q2 		$3.75M Sell
16,033
-228
-1% -$53.5K 0.17% 153
2021
Q1 		$3.71M Sell
16,261
-38
-0.2% -$8.56K 0.18% 148
2020
Q4 		$3.57M Sell
16,299
-223
-1% -$43.8K 0.2% 142
2020
Q3 		$3.13M Sell
16,522
-665
-4% -$121K 0.19% 153
2020
Q2 		$3.01M Sell
17,187
-190
-1% -$31.6K 0.2% 148
2020
Q1 		$2.49M Sell
17,377
-943
-5% -$166K 0.19% 143
2019
Q4 		$3.48M Buy
18,320
+7
+0% +$1.32K 0.19% 140
2019
Q3 		$3.8M Sell
18,313
-100
-0.5% -$20.1K 0.23% 129
2019
Q2 		$3.63M Sell
18,413
-308
-2% -$60.1K 0.22% 135
2019
Q1 		$3.28M Sell
18,721
-22
-0.1% -$3.71K 0.2% 151
2018
Q4 		$3.01M Sell
18,743
-188
-1% -$37.4K 0.21% 138
2018
Q3 		$4.08M Sell
18,931
-3,525
-16% -$749K 0.24% 126
2018
Q2 		$4.92M Sell
22,456
-48
-0.2% -$10.8K 0.29% 113
2018
Q1 		$5.13M Sell
22,504
-882
-4% -$194K 0.32% 100
2017
Q4 		$5.34M Sell
23,386
-513
-2% -$111K 0.3% 109
2017
Q3 		$4.76M Sell
23,899
-295
-1% -$58.4K 0.31% 108
2017
Q2 		$4.66M Sell
24,194
-874
-3% -$156K 0.31% 102
2017
Q1 		$4.06M Sell
25,068
-1,232
-5% -$192K 0.27% 111
2016
Q4 		$4.03M Sell
26,300
-577
-2% -$91.7K 0.27% 108
2016
Q3 		$4.44M Sell
26,877
-1,580
-6% -$260K 0.31% 100
2016
Q2 		$4.71M Sell
28,457
-724
-2% -$113K 0.34% 94
2016
Q1 		$4.41M Sell
29,181
-1,005
-3% -$145K 0.32% 96
2015
Q4 		$4.33M Sell
30,186
-961
-3% -$132K 0.32% 93
2015
Q3 		$3.9M Sell
31,147
-35
-0.1% -$4.32K 0.3% 99
2015
Q2 		$3.62M Sell
31,182
-1,951
-6% -$230K 0.25% 109
2015
Q1 		$3.85M Sell
33,133
-2,080
-6% -$234K 0.26% 107
2014
Q4 		$3.46M Sell
35,213
-1,248
-3% -$114K 0.27% 104
2014
Q3 		$3.18M Sell
36,461
-1,064
-3% -$92.5K 0.27% 104
2014
Q2 		$3.31M Buy
37,525
+141
+0.4% +$11.6K 0.29% 105
2014
Q1 		$3.18M Sell
37,384
-1,861
-5% -$148K 0.29% 105
2013
Q4 		$2.76M Sell
39,245
-3,501
-8% -$234K 0.27% 100
2013
Q3 		$2.45M Sell
42,746
-775
-2% -$42.2K 0.27% 102
2013
Q2 		$2.27M Buy
+43,521
New +$2.19M 0.28% 103

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Burney Company's STZ Position: Q2 2026 in Review

Burney Company reduced its Constellation Brands (STZ) stake by 4.2% in Q2 2026, selling an estimated $79.2K and leaving 12,269 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #260.

Burney Company first reported a position in STZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.34M in Q4 2017. 173 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Burney Company held 12,269 shares of Constellation Brands worth $1.71M as of Q2 2026.
  • Burney Company sold 533 Constellation Brands shares in Q2 2026, an estimated $79.2K.
  • Constellation Brands made up 0.05% of Burney Company's portfolio in Q2 2026, its #260 holding.
  • Burney Company first reported a position in Constellation Brands in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's Constellation Brands position peaked at $5.34M in Q4 2017.
  • 173 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.