DLA
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Douglas Lane & Associates’s Constellation Brands STZ Stock Holding History

Douglas Lane & Associates’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 		$1.2M Sell
8,656
-555
-6% -$82.5K 0.02% 158
2026
Q1 		$1.38M Sell
9,211
-1,080
-10% -$167K 0.02% 149
2025
Q4 		$1.42M Sell
10,291
-19,968
-66% -$2.74M 0.02% 146
2025
Q3 		$4.07M Sell
30,259
-67,180
-69% -$10.7M 0.06% 134
2025
Q2 		$15.9M Sell
97,439
-42,183
-30% -$7.57M 0.23% 108
2025
Q1 		$25.6M Sell
139,622
-19,061
-12% -$3.46M 0.38% 93
2024
Q4 		$35.1M Sell
158,683
-21,870
-12% -$5.2M 0.49% 83
2024
Q3 		$46.5M Sell
180,553
-23,734
-12% -$5.88M 0.64% 62
2024
Q2 		$52.6M Sell
204,287
-33,639
-14% -$8.65M 0.75% 53
2024
Q1 		$64.7M Sell
237,926
-20,560
-8% -$5.2M 0.91% 47
2023
Q4 		$62.5M Sell
258,486
-18,191
-7% -$4.33M 0.96% 42
2023
Q3 		$69.5M Sell
276,677
-10,690
-4% -$2.79M 1.17% 35
2023
Q2 		$70.7M Sell
287,367
-11,912
-4% -$2.79M 1.14% 34
2023
Q1 		$67.6M Sell
299,279
-14,854
-5% -$3.31M 1.12% 38
2022
Q4 		$72.8M Sell
314,133
-96,029
-23% -$23M 1.22% 33
2022
Q3 		$94.2M Sell
410,162
-20,721
-5% -$5.05M 1.74% 9
2022
Q2 		$100M Sell
430,883
-4,271
-1% -$1.04M 1.71% 11
2022
Q1 		$100M Buy
435,154
+4,223
+1% +$975K 1.42% 20
2021
Q4 		$108M Buy
430,931
+27,048
+7% +$6.16M 1.44% 19
2021
Q3 		$85.1M Buy
403,883
+27,310
+7% +$5.96M 1.22% 29
2021
Q2 		$88.1M Buy
376,573
+10,628
+3% +$2.5M 1.24% 30
2021
Q1 		$83.4M Buy
365,945
+7,820
+2% +$1.76M 1.29% 27
2020
Q4 		$78.4M Buy
358,125
+3,544
+1% +$697K 1.31% 27
2020
Q3 		$67.2M Buy
354,581
+4,732
+1% +$863K 1.33% 25
2020
Q2 		$61.2M Buy
349,849
+6,227
+2% +$1.04M 1.31% 24
2020
Q1 		$49.3M Buy
343,622
+14,449
+4% +$2.55M 1.3% 27
2019
Q4 		$62.5M Buy
329,173
+31,752
+11% +$6M 1.16% 37
2019
Q3 		$61.6M Buy
297,421
+10,606
+4% +$2.13M 1.23% 35
2019
Q2 		$56.5M Buy
286,815
+22,505
+9% +$4.39M 1.1% 40
2019
Q1 		$46.3M Buy
264,310
+195,650
+285% +$33M 0.96% 47
2018
Q4 		$11M Buy
+68,660
New +$13.6M 0.26% 92

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
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
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
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Douglas Lane & Associates's STZ Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Constellation Brands (STZ) stake by 6% in Q2 2026, selling an estimated $82.5K and leaving 8,656 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #158.

Douglas Lane & Associates first reported a position in STZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $108M in Q4 2021. 385 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Douglas Lane & Associates held 8,656 shares of Constellation Brands worth $1.2M as of Q2 2026.
  • Douglas Lane & Associates sold 555 Constellation Brands shares in Q2 2026, an estimated $82.5K.
  • Constellation Brands made up 0.02% of Douglas Lane & Associates's portfolio in Q2 2026, its #158 holding.
  • Douglas Lane & Associates first reported a position in Constellation Brands in Q4 2018 and has held it in 31 quarters since.
  • Douglas Lane & Associates's Constellation Brands position peaked at $108M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.