Doliver Advisors’s Constellation Brands STZ Stock Holding History

Doliver Advisors’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	$221K	Sell	1,954 -1	-0.1%	-$129	0.05%	170
2026 Q2	$272K	Sell	1,955 -254	-11%	-$37.8K	0.06%	173
2026 Q1	$331K	Sell	2,209 -68	-3%	-$10.5K	0.08%	146
2025 Q4	$314K	Sell	2,277 -77	-3%	-$10.6K	0.08%	148
2025 Q3	$317K	Sell	2,354 -77	-3%	-$12.2K	0.08%	152
2025 Q2	$395K	Sell	2,431 -82	-3%	-$14.7K	0.11%	125
2025 Q1	$461K	Buy	2,513 +940	+60%	+$171K	0.13%	108
2024 Q4	$348K	Buy	+1,573	New	+$374K	0.1%	124
2019 Q1	–	Sell	-2,415	Closed	-$388K	–	167
2018 Q4	$388K	Buy	+2,415	New	+$480K	0.19%	66

Other funds holding STZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Doliver Advisors's STZ Position: Q3 2026 in Review

Doliver Advisors reduced its Constellation Brands (STZ) stake by 0.05% in Q3 2026, selling an estimated $129 and leaving 1,954 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #170.

Doliver Advisors first reported a position in STZ in Q4 2018 and has held it in 9 quarters since. The position peaked at $461K in Q1 2025. 516 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Doliver Advisors held 1,954 shares of Constellation Brands worth $221K as of Q3 2026.
Doliver Advisors sold 1 Constellation Brands share in Q3 2026, an estimated $129.
Constellation Brands made up 0.05% of Doliver Advisors's portfolio in Q3 2026, its #170 holding.
Doliver Advisors first reported a position in Constellation Brands in Q4 2018 and has held it in 9 quarters since.
Doliver Advisors's Constellation Brands position peaked at $461K in Q1 2025.
516 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.