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Easterly Investment Partners’s Constellation Brands STZ Stock Holding History

Easterly Investment Partners’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 		$5.51M Buy
39,647
+30,000
+311% +$4.46M 0.28% 76
2026
Q1 		$1.46M Hold
9,647
– – 0.11% 101
2025
Q4 		$1.33M Buy
9,647
+4,218
+78% +$579K 0.08% 141
2025
Q3 		$731K Buy
+5,429
New +$864K 0.05% 165

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Easterly Investment Partners's STZ Position: Q2 2026 in Review

Easterly Investment Partners increased its Constellation Brands (STZ) stake by 311% in Q2 2026, buying an estimated $4.46M and bringing the position to 39,647 shares worth $5.51M. The position accounts for 0.28% of the portfolio, ranked #76.

Easterly Investment Partners first reported a position in STZ in Q3 2025 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Easterly Investment Partners held 39,647 shares of Constellation Brands worth $5.51M as of Q2 2026.
  • Easterly Investment Partners bought 30,000 Constellation Brands shares in Q2 2026, an estimated $4.46M.
  • Constellation Brands made up 0.28% of Easterly Investment Partners's portfolio in Q2 2026, its #76 holding.
  • Easterly Investment Partners first reported a position in Constellation Brands in Q3 2025 and has held it in 4 quarters since.
  • 365 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.