LECAP Asset Management’s Constellation Brands STZ Stock Holding History

LECAP Asset 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	$594K	Buy	+4,271	New	+$635K	0.25%	164
2025 Q4	–	Sell	-1,653	Closed	-$223K	–	380
2025 Q3	$223K	Buy	+1,653	New	+$263K	0.08%	262
2025 Q1	–	Sell	-8,308	Closed	-$1.84M	–	388
2024 Q4	$1.84M	Buy	+8,308	New	+$1.97M	0.5%	69
2024 Q1	–	Sell	-5,724	Closed	-$1.38M	–	378
2023 Q4	$1.38M	Buy	+5,724	New	+$1.36M	0.5%	63

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

LECAP Asset Management's STZ Position: Q2 2026 in Review

LECAP Asset Management opened a new position in Constellation Brands (STZ) in Q2 2026: 4,271 shares worth $594K. The stake represents 0.25% of the portfolio and ranks #164 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in STZ as recently as Q3 2025.

LECAP Asset Management first reported a position in STZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.84M in Q4 2024. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

LECAP Asset Management held 4,271 shares of Constellation Brands worth $594K as of Q2 2026.
Constellation Brands was a new LECAP Asset Management position in Q2 2026.
Constellation Brands made up 0.25% of LECAP Asset Management's portfolio in Q2 2026, its #164 holding.
LECAP Asset Management first reported a position in Constellation Brands in Q4 2023 and has held it in 4 quarters since.
LECAP Asset Management's Constellation Brands position peaked at $1.84M in Q4 2024.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.