Duncan Williams Asset Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$442K Buy
3,179
+13
+0.4% +$1.93K 0.1% 110
2026
Q1
$475K Buy
+3,166
New +$489K 0.13% 97

Other funds holding STZ

Duncan Williams Asset Management's STZ Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Constellation Brands (STZ) stake by 0.41% in Q2 2026, buying an estimated $1.93K and bringing the position to 3,179 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #110.

Duncan Williams Asset Management first reported a position in STZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $475K in Q1 2026. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Duncan Williams Asset Management held 3,179 shares of Constellation Brands worth $442K as of Q2 2026.
  • Duncan Williams Asset Management bought 13 Constellation Brands shares in Q2 2026, an estimated $1.93K.
  • Constellation Brands made up 0.1% of Duncan Williams Asset Management's portfolio in Q2 2026, its #110 holding.
  • Duncan Williams Asset Management first reported a position in Constellation Brands in Q1 2026 and has held it in 2 quarters since.
  • Duncan Williams Asset Management's Constellation Brands position peaked at $475K in Q1 2026.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.