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Jefferies Financial Group’s Constellation Brands STZ Stock Holding History

Jefferies Financial Group’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 		$1.34M Sell
9,616
-2,675
-22% -$398K 0.01% 844
2026
Q1 		$1.84M Sell
12,291
-93,821
-88% -$14.5M 0.01% 670
2025
Q4 		$14.6M Buy
+106,112
New +$14.6M 0.07% 252
2025
Q2 		– Sell
-6,122
Closed -$1.12M – 1775
2025
Q1 		$1.12M Buy
6,122
+1,851
+43% +$336K 0.01% 770
2024
Q4 		$944K Buy
+4,271
New +$1.01M 0.01% 903
2023
Q4 		– Sell
-1,887
Closed -$474K – 1981
2023
Q3 		$474K Buy
+1,887
New +$493K ﹤0.01% 1085
2023
Q2 		– Sell
-6,750
Closed -$1.52M – 1991
2023
Q1 		$1.52M Buy
6,750
+4,555
+208% +$1.01M 0.01% 746
2022
Q4 		$509K Buy
+2,195
New +$525K ﹤0.01% 1051
2019
Q2 		– Sell
-7,977
Closed -$1.4M – 37
2019
Q1 		$1.4M Buy
+7,977
New +$1.34M 0.14% 18

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

Jefferies Financial Group's STZ Position: Q2 2026 in Review

Jefferies Financial Group reduced its Constellation Brands (STZ) stake by 22% in Q2 2026, selling an estimated $398K and leaving 9,616 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #844.

Jefferies Financial Group first reported a position in STZ in Q1 2019 and has held it in 9 quarters since. The position peaked at $14.6M in Q4 2025. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Jefferies Financial Group held 9,616 shares of Constellation Brands worth $1.34M as of Q2 2026.
  • Jefferies Financial Group sold 2,675 Constellation Brands shares in Q2 2026, an estimated $398K.
  • Constellation Brands made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #844 holding.
  • Jefferies Financial Group first reported a position in Constellation Brands in Q1 2019 and has held it in 9 quarters since.
  • Jefferies Financial Group's Constellation Brands position peaked at $14.6M in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.