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Clayton Financial Group’s Constellation Brands STZ Stock Holding History

Clayton Financial Group’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 		– Sell
-26
Closed -$3.9K – 499
2026
Q1 		$3.9K Hold
26
– – ﹤0.01% 353
2025
Q4 		$3.59K Buy
+26
New +$3.57K ﹤0.01% 361

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Clayton Financial Group's STZ Position: Q2 2026 in Review

Clayton Financial Group sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 26 shares — an estimated $3.9K sold.

Clayton Financial Group first reported a position in STZ in Q4 2025 and held it in 2 quarters. The position peaked at $3.9K in Q1 2026. 385 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Clayton Financial Group reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 26 Constellation Brands shares in Q2 2026, an estimated $3.9K.
  • Clayton Financial Group first reported a position in Constellation Brands in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Constellation Brands position peaked at $3.9K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.