Jacobs Levy Equity Management’s Constellation Brands STZ Stock Holding History

Jacobs Levy Equity 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 Q1	$468K	Hold	3,121	–	–	﹤0.01%	840
2025 Q4	$431K	Sell	3,121 -41,077	-93%	-$5.64M	﹤0.01%	823
2025 Q3	$5.95M	Sell	44,198 -381,768	-90%	-$60.7M	0.02%	391
2025 Q2	$69.3M	Buy	425,966 +419,719	+6,719%	+$75.3M	0.27%	90
2025 Q1	$1.15M	Buy	+6,247	New	+$1.13M	﹤0.01%	784
2018 Q4	–	Sell	-1,950	Closed	-$420K	–	1063
2018 Q3	$420K	Buy	+1,950	New	+$415K	0.01%	815
2018 Q2	–	Sell	-4,028	Closed	-$918K	–	1099
2018 Q1	$918K	Sell	4,028 -29,190	-88%	-$6.43M	0.02%	661
2017 Q4	$7.59M	Buy	33,218 +20,450	+160%	+$4.42M	0.13%	211
2017 Q3	$2.55M	Buy	12,768 +1,758	+16%	+$348K	0.05%	386
2017 Q2	$2.13M	Buy	+11,010	New	+$1.96M	0.05%	416

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jacobs Levy Equity Management's STZ Position: Q1 2026 in Review

Jacobs Levy Equity Management held its Constellation Brands (STZ) position steady in Q1 2026 at 3,121 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Jacobs Levy Equity Management first reported a position in STZ in Q2 2017 and has held it in 10 quarters since. The position peaked at $69.3M in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Jacobs Levy Equity Management held 3,121 shares of Constellation Brands worth $468K as of Q1 2026.
Jacobs Levy Equity Management left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #840 holding.
Jacobs Levy Equity Management first reported a position in Constellation Brands in Q2 2017 and has held it in 10 quarters since.
Jacobs Levy Equity Management's Constellation Brands position peaked at $69.3M in Q2 2025.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.