Byrne Asset Management’s Constellation Brands STZ Stock Holding History

Byrne Asset Management’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	$10.2K	Sell	90 -10	-10%	-$1.29K	0.01%	447
2026 Q2	$13.9K	Sell	100 -305	-75%	-$45.3K	0.01%	397
2026 Q1	$60.8K	Sell	405 -2,009	-83%	-$310K	0.04%	266
2025 Q4	$333K	Sell	2,414 -528	-18%	-$72.4K	0.18%	93
2025 Q3	$396K	Sell	2,942 -868	-23%	-$138K	0.24%	77
2025 Q2	$620K	Buy	+3,810	New	+$683K	0.41%	69
2025 Q1	–	Sell	-4,595	Closed	-$835K	–	50
2024 Q4	$1.02M	Sell	4,595 -28	-0.6%	-$6.65K	0.71%	48
2024 Q3	$1.19M	Sell	4,623 -11	-0.2%	-$2.73K	0.81%	38
2024 Q2	$1.19M	Sell	4,634 -35	-0.7%	-$9K	0.85%	34
2024 Q1	$1.27M	Buy	4,669 +123	+3%	+$31.1K	0.88%	35
2023 Q4	$1.09M	Hold	4,546	–	–	0.83%	37
2023 Q3	$1.14M	Buy	4,546 +60	+1%	+$15.7K	0.95%	32
2023 Q2	$1.1M	Buy	4,486 +24	+0.5%	+$5.62K	0.72%	36
2023 Q1	$1.01M	Sell	4,462 -185	-4%	-$41.2K	0.72%	43
2022 Q4	$1.08M	Sell	4,647 -232	-5%	-$55.5K	0.78%	35
2022 Q3	$1.12M	Sell	4,879 -45	-0.9%	-$11K	0.86%	28
2022 Q2	$1.15M	Sell	4,924 -84	-2%	-$20.4K	0.85%	31
2022 Q1	$1.15M	Buy	5,008 +550	+12%	+$127K	0.72%	45
2021 Q4	$1.12M	Buy	+4,458	New	+$1.02M	0.72%	41

Other funds holding STZ

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Byrne Asset Management's STZ Position: Q3 2026 in Review

Byrne Asset Management reduced its Constellation Brands (STZ) stake by 10% in Q3 2026, selling an estimated $1.29K and leaving 90 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #447.

Byrne Asset Management first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q1 2024. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Byrne Asset Management held 90 shares of Constellation Brands worth $10.2K as of Q3 2026.
Byrne Asset Management sold 10 Constellation Brands shares in Q3 2026, an estimated $1.29K.
Constellation Brands made up 0.01% of Byrne Asset Management's portfolio in Q3 2026, its #447 holding.
Byrne Asset Management first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
Byrne Asset Management's Constellation Brands position peaked at $1.27M in Q1 2024.
37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.