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Legacy Advisors’s Constellation Brands STZ Stock Holding History

Legacy Advisors’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 		– Sell
-2,196
Closed -$329K – 345
2026
Q1 		$329K Buy
2,196
+107
+5% +$16.5K 0.04% 199
2025
Q4 		$288K Sell
2,089
-61
-3% -$8.37K 0.03% 225
2025
Q3 		$290K Buy
+2,150
New +$342K 0.04% 203
2025
Q2 		– Sell
-4,854
Closed -$891K – 355
2025
Q1 		$891K Sell
4,854
-129
-3% -$23.4K 0.09% 177
2024
Q4 		$1.1M Sell
4,983
-437
-8% -$104K 0.11% 149
2024
Q3 		$1.4M Buy
5,420
+2,686
+98% +$666K 0.15% 117
2024
Q2 		$703K Buy
+2,734
New +$703K 0.09% 173
2020
Q1 		– Sell
-1,550
Closed -$294K – 130
2019
Q4 		$294K Buy
+1,550
New +$293K 0.19% 105
2019
Q2 		– Sell
-64
Closed -$11K – 414
2019
Q1 		$11K Buy
+64
New +$10.8K ﹤0.01% 327
2018
Q4 		– Sell
-64
Closed -$14K – 352
2018
Q3 		$14K Hold
64
– – 0.01% 320
2018
Q2 		$14K Hold
64
– – 0.01% 281
2018
Q1 		$14K Hold
64
– – 0.01% 236
2017
Q4 		$14K Hold
64
– – 0.01% 221
2017
Q3 		$12K Buy
+64
New +$12.7K 0.01% 202

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Legacy Advisors's STZ Position: Q2 2026 in Review

Legacy Advisors sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 2,196 shares — an estimated $329K sold.

Legacy Advisors first reported a position in STZ in Q3 2017 and held it in 14 quarters. The position peaked at $1.4M in Q3 2024. 267 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Legacy Advisors reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Legacy Advisors sold 2,196 Constellation Brands shares in Q2 2026, an estimated $329K.
  • Legacy Advisors first reported a position in Constellation Brands in Q3 2017 and held it in 14 quarters.
  • Legacy Advisors's Constellation Brands position peaked at $1.4M in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.