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Cross Staff Investments’s Constellation Brands STZ Stock Holding History

Cross Staff Investments’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 		$893K Sell
6,422
-37
-0.6% -$5.5K 0.5% 51
2026
Q1 		$969K Hold
6,459
– – 0.49% 44
2025
Q4 		$891K Sell
6,459
-150
-2% -$20.6K 0.49% 46
2025
Q3 		$890K Hold
6,609
– – 0.62% 43
2025
Q2 		$1.08M Hold
6,609
– – 0.8% 35
2025
Q1 		$1.21M Sell
6,609
-190
-3% -$34.5K 0.92% 29
2024
Q4 		$1.5M Hold
6,799
– – 1.05% 23
2024
Q3 		$1.75M Buy
6,799
+1
+0% +$248 1.35% 17
2024
Q2 		$1.75M Hold
6,798
– – 1.46% 17
2024
Q1 		$1.85M Buy
6,798
+1
+0% +$253 1.56% 15
2023
Q4 		$1.64M Hold
6,797
– – 1.46% 13
2023
Q3 		$1.71M Hold
6,797
– – 1.67% 11
2023
Q2 		$1.67M Sell
6,797
-299
-4% -$70K 1.54% 12
2023
Q1 		$1.6M Hold
7,096
– – 1.59% 13
2022
Q4 		$1.64M Hold
7,096
– – 1.73% 9
2022
Q3 		$1.63M Buy
7,096
+1
+0% +$244 1.83% 7
2022
Q2 		$1.65M Hold
7,095
– – 1.82% 8
2022
Q1 		$1.63M Buy
7,095
+1
+0% +$231 1.51% 12
2021
Q4 		$1.78M Buy
+7,094
New +$1.62M 1.59% 13

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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Cross Staff Investments's STZ Position: Q2 2026 in Review

Cross Staff Investments reduced its Constellation Brands (STZ) stake by 0.57% in Q2 2026, selling an estimated $5.5K and leaving 6,422 shares worth $893K. The position accounts for 0.5% of the portfolio, ranked #51.

Cross Staff Investments first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.85M in Q1 2024. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Cross Staff Investments held 6,422 shares of Constellation Brands worth $893K as of Q2 2026.
  • Cross Staff Investments sold 37 Constellation Brands shares in Q2 2026, an estimated $5.5K.
  • Constellation Brands made up 0.5% of Cross Staff Investments's portfolio in Q2 2026, its #51 holding.
  • Cross Staff Investments first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • Cross Staff Investments's Constellation Brands position peaked at $1.85M in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.