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 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

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

Jefferies Financial Group's STZ Position: Q1 2026 in Review

Jefferies Financial Group reduced its Constellation Brands (STZ) stake by 88% in Q1 2026, selling an estimated $14.5M and leaving 12,291 shares worth $1.84M. The position accounts for 0.01% of the portfolio, ranked #670.

Jefferies Financial Group first reported a position in STZ in Q1 2019 and has held it in 8 quarters since. The position peaked at $14.6M in Q4 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Jefferies Financial Group held 12,291 shares of Constellation Brands worth $1.84M as of Q1 2026.
Jefferies Financial Group sold 93,821 Constellation Brands shares in Q1 2026, an estimated $14.5M.
Constellation Brands made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #670 holding.
Jefferies Financial Group first reported a position in Constellation Brands in Q1 2019 and has held it in 8 quarters since.
Jefferies Financial Group's Constellation Brands position peaked at $14.6M in Q4 2025.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.