Define Financial’s Constellation Brands STZ Stock Holding History

Define Financial’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 Q3	$231K	Buy	2,042 +15	+0.7%	+$1.93K	0.1%	50
2026 Q2	$282K	Buy	2,027 +17	+0.8%	+$2.53K	0.13%	41
2026 Q1	$302K	Buy	2,010 +12	+0.6%	+$1.85K	0.16%	32
2025 Q4	$276K	Buy	1,998 +15	+0.8%	+$2.06K	0.16%	34
2025 Q3	$267K	Buy	1,983 +12	+0.6%	+$1.91K	0.16%	33
2025 Q2	$321K	Buy	1,971 +11	+0.6%	+$1.97K	0.21%	25
2025 Q1	$364K	Sell	1,960 -194	-9%	-$35.2K	0.28%	20
2024 Q4	$476K	Buy	+2,154	New	+$512K	0.36%	14

Other funds holding STZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Define Financial's STZ Position: Q3 2026 in Review

Define Financial increased its Constellation Brands (STZ) stake by 0.74% in Q3 2026, buying an estimated $1.93K and bringing the position to 2,042 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #50.

Define Financial first reported a position in STZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $476K in Q4 2024. 418 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Define Financial held 2,042 shares of Constellation Brands worth $231K as of Q3 2026.
Define Financial bought 15 Constellation Brands shares in Q3 2026, an estimated $1.93K.
Constellation Brands made up 0.1% of Define Financial's portfolio in Q3 2026, its #50 holding.
Define Financial first reported a position in Constellation Brands in Q4 2024 and has held it in 8 quarters since.
Define Financial's Constellation Brands position peaked at $476K in Q4 2024.
418 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.