Hotchkis & Wiley Capital Management
STZ icon

Hotchkis & Wiley Capital Management’s Constellation Brands STZ Stock Holding History

Hotchkis & Wiley Capital Management’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 		$333M Buy
2,391,780
+627,349
+36% +$93.3M 0.97% 37
2026
Q1 		$265M Sell
1,764,431
-22,635
-1% -$3.5M 0.82% 36
2025
Q4 		$247M Buy
1,787,066
+122,915
+7% +$16.9M 0.74% 39
2025
Q3 		$224M Buy
1,664,151
+351,241
+27% +$55.9M 0.69% 45
2025
Q2 		$214M Buy
+1,312,910
New +$235M 0.69% 46

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hotchkis & Wiley Capital Management's STZ Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its Constellation Brands (STZ) stake by 36% in Q2 2026, buying an estimated $93.3M and bringing the position to 2,391,780 shares worth $333M. The position accounts for 0.97% of the portfolio, ranked #37.

Hotchkis & Wiley Capital Management first reported a position in STZ in Q2 2025 and has held it in 5 quarters since. 1,028 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 2,391,780 shares of Constellation Brands worth $333M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 627,349 Constellation Brands shares in Q2 2026, an estimated $93.3M.
  • Constellation Brands made up 0.97% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #37 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Constellation Brands in Q2 2025 and has held it in 5 quarters since.
  • 1,028 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.