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Cromwell Holdings’s Constellation Brands STZ Stock Holding History

Cromwell Holdings’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 		$72.5K Buy
521
+22
+4% +$3.27K 0.03% 423
2026
Q1 		$74.8K Hold
499
– – 0.04% 386
2025
Q4 		$68.8K Buy
499
+136
+37% +$18.7K 0.04% 400
2025
Q3 		$48.9K Buy
363
+299
+467% +$47.6K 0.03% 487
2025
Q2 		$10.4K Sell
64
-303
-83% -$54.3K 0.01% 593
2025
Q1 		$67.4K Sell
367
-58
-14% -$10.5K 0.04% 375
2024
Q4 		$93.9K Hold
425
– – 0.05% 300
2024
Q3 		$110K Hold
425
– – 0.07% 273
2024
Q2 		$109K Buy
+425
New +$109K 0.07% 265

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
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
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

Cromwell Holdings's STZ Position: Q2 2026 in Review

Cromwell Holdings increased its Constellation Brands (STZ) stake by 4.4% in Q2 2026, buying an estimated $3.27K and bringing the position to 521 shares worth $72.5K. The position accounts for 0.03% of the portfolio, ranked #423.

Cromwell Holdings first reported a position in STZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $110K in Q3 2024. 214 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Cromwell Holdings held 521 shares of Constellation Brands worth $72.5K as of Q2 2026.
  • Cromwell Holdings bought 22 Constellation Brands shares in Q2 2026, an estimated $3.27K.
  • Constellation Brands made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #423 holding.
  • Cromwell Holdings first reported a position in Constellation Brands in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Constellation Brands position peaked at $110K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.