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 Q2	–	Sell	-3,121	Closed	-$468K	–	1077
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jacobs Levy Equity Management's STZ Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 3,121 shares — an estimated $468K sold.

Jacobs Levy Equity Management first reported a position in STZ in Q2 2017 and held it in 10 quarters. The position peaked at $69.3M in Q2 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Jacobs Levy Equity Management reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
Jacobs Levy Equity Management sold 3,121 Constellation Brands shares in Q2 2026, an estimated $468K.
Jacobs Levy Equity Management first reported a position in Constellation Brands in Q2 2017 and held it in 10 quarters.
Jacobs Levy Equity Management's Constellation Brands position peaked at $69.3M in Q2 2025.
1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.