James T. Borello
STZ icon

James T. Borello’s Constellation Brands STZ Stock Holding History

James T. Borello’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
Q3 		$3.39K Sell
30
-27
-47% -$3.48K ﹤0.01% 856
2026
Q2 		$7.93K Sell
57
-46
-45% -$6.84K ﹤0.01% 651
2026
Q1 		$15.4K Buy
103
+58
+129% +$8.96K ﹤0.01% 440
2025
Q4 		$6.21K Sell
45
-38
-46% -$5.21K ﹤0.01% 520
2025
Q3 		$11.2K Buy
+83
New +$13.2K ﹤0.01% 297

Other funds holding STZ

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

James T. Borello's STZ Position: Q3 2026 in Review

James T. Borello reduced its Constellation Brands (STZ) stake by 47% in Q3 2026, selling an estimated $3.48K and leaving 30 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

James T. Borello first reported a position in STZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q1 2026. 332 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • James T. Borello held 30 shares of Constellation Brands worth $3.39K as of Q3 2026.
  • James T. Borello sold 27 Constellation Brands shares in Q3 2026, an estimated $3.48K.
  • Constellation Brands made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #856 holding.
  • James T. Borello first reported a position in Constellation Brands in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Constellation Brands position peaked at $15.4K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.