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Leeward Investments’s Constellation Brands STZ Stock Holding History

Leeward Investments’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 		$7.39M Sell
53,118
-2,500
-4% -$372K 0.34% 121
2026
Q1 		$8.34M Buy
55,618
+24,898
+81% +$3.85M 0.41% 107
2025
Q4 		$4.24M Sell
30,720
-1,814
-6% -$249K 0.21% 140
2025
Q3 		$4.38M Sell
32,534
-1,169
-3% -$186K 0.22% 141
2025
Q2 		$5.48M Sell
33,703
-846
-2% -$152K 0.29% 134
2025
Q1 		$6.34M Sell
34,549
-1,202
-3% -$218K 0.34% 132
2024
Q4 		$7.9M Sell
35,751
-1,238
-3% -$294K 0.39% 115
2024
Q3 		$9.53M Sell
36,989
-9,574
-21% -$2.37M 0.44% 101
2024
Q2 		$12M Sell
46,563
-2,092
-4% -$538K 0.55% 87
2024
Q1 		$13.2M Buy
48,655
+1,860
+4% +$471K 0.59% 81
2023
Q4 		$11.3M Sell
46,795
-1,258
-3% -$299K 0.53% 92
2023
Q3 		$12.1M Sell
48,053
-519
-1% -$135K 0.62% 80
2023
Q2 		$12M Sell
48,572
-16,650
-26% -$3.9M 0.56% 89
2023
Q1 		$14.7M Buy
65,222
+5,606
+9% +$1.25M 0.67% 67
2022
Q4 		$13.8M Sell
59,616
-715
-1% -$171K 0.61% 77
2022
Q3 		$13.9M Sell
60,331
-501
-0.8% -$122K 0.66% 69
2022
Q2 		$14.2M Sell
60,832
-519
-0.8% -$126K 0.65% 64
2022
Q1 		$14.1M Buy
+61,351
New +$14.2M 0.56% 82

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return
AFCM
Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Leeward Investments's STZ Position: Q2 2026 in Review

Leeward Investments reduced its Constellation Brands (STZ) stake by 4.5% in Q2 2026, selling an estimated $372K and leaving 53,118 shares worth $7.39M. The position accounts for 0.34% of the portfolio, ranked #121.

Leeward Investments first reported a position in STZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.7M in Q1 2023. 387 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Leeward Investments held 53,118 shares of Constellation Brands worth $7.39M as of Q2 2026.
  • Leeward Investments sold 2,500 Constellation Brands shares in Q2 2026, an estimated $372K.
  • Constellation Brands made up 0.34% of Leeward Investments's portfolio in Q2 2026, its #121 holding.
  • Leeward Investments first reported a position in Constellation Brands in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's Constellation Brands position peaked at $14.7M in Q1 2023.
  • 387 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.