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Costello Asset Management’s Constellation Brands STZ Stock Holding History

Costello 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 Buy
100
+78
+355% +$11.6K ﹤0.01% 453
2026
Q1 		$3.3K Hold
22
– – ﹤0.01% 597
2025
Q4 		$3.04K Hold
22
– – ﹤0.01% 610
2025
Q3 		$2.96K Hold
22
– – ﹤0.01% 597
2025
Q2 		$3.58K Hold
22
– – ﹤0.01% 591
2025
Q1 		$4.04K Buy
+22
New +$4K ﹤0.01% 555

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

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

Costello Asset Management increased its Constellation Brands (STZ) stake by 355% in Q2 2026, buying an estimated $11.6K and bringing the position to 100 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Costello Asset Management first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Costello Asset Management held 100 shares of Constellation Brands worth $13.9K as of Q2 2026.
  • Costello Asset Management bought 78 Constellation Brands shares in Q2 2026, an estimated $11.6K.
  • Constellation Brands made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #453 holding.
  • Costello Asset Management first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • 516 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.