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 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

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

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Byrne Asset Management's STZ Position: Q2 2026 in Review

Byrne Asset Management reduced its Constellation Brands (STZ) stake by 75% in Q2 2026, selling an estimated $45.3K and leaving 100 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #397.

Byrne Asset Management first reported a position in STZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.27M in Q1 2024. 214 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Byrne Asset Management held 100 shares of Constellation Brands worth $13.9K as of Q2 2026.
Byrne Asset Management sold 305 Constellation Brands shares in Q2 2026, an estimated $45.3K.
Constellation Brands made up 0.01% of Byrne Asset Management's portfolio in Q2 2026, its #397 holding.
Byrne Asset Management first reported a position in Constellation Brands in Q4 2021 and has held it in 18 quarters since.
Byrne Asset Management's Constellation Brands position peaked at $1.27M in Q1 2024.
214 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.