Linden Thomas Advisory Services’s Constellation Brands STZ Stock Holding History

Linden Thomas Advisory Services’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 Q3	$486K	Sell	4,301 -43	-1%	-$5.54K	0.04%	421
2026 Q2	$604K	Sell	4,344 -19	-0.4%	-$2.82K	0.05%	396
2026 Q1	$654K	Sell	4,363 -2,182	-33%	-$337K	0.06%	375
2025 Q4	$903K	Sell	6,545 -507	-7%	-$69.6K	0.09%	320
2025 Q3	$950K	Buy	7,052 +33	+0.5%	+$5.25K	0.1%	307
2025 Q2	$1.14M	Sell	7,019 -99	-1%	-$17.8K	0.13%	254
2025 Q1	$1.31M	Buy	7,118 +350	+5%	+$63.6K	0.17%	215
2024 Q4	$1.5M	Sell	6,768 -155	-2%	-$36.8K	0.19%	198
2024 Q3	$1.78M	Sell	6,923 -8	-0.1%	-$1.98K	0.24%	148
2024 Q2	$1.78M	Buy	6,931 +539	+8%	+$139K	0.28%	123
2024 Q1	$1.74M	Buy	6,392 +41	+0.6%	+$10.4K	0.28%	123
2023 Q4	$1.54M	Sell	6,351 -60	-0.9%	-$14.3K	0.29%	138
2023 Q3	$1.61M	Buy	+6,411	New	+$1.67M	0.36%	80

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Linden Thomas Advisory Services's STZ Position: Q3 2026 in Review

Linden Thomas Advisory Services reduced its Constellation Brands (STZ) stake by 0.99% in Q3 2026, selling an estimated $5.54K and leaving 4,301 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #421.

Linden Thomas Advisory Services first reported a position in STZ in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.78M in Q3 2024. 206 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Linden Thomas Advisory Services held 4,301 shares of Constellation Brands worth $486K as of Q3 2026.
Linden Thomas Advisory Services sold 43 Constellation Brands shares in Q3 2026, an estimated $5.54K.
Constellation Brands made up 0.04% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #421 holding.
Linden Thomas Advisory Services first reported a position in Constellation Brands in Q3 2023 and has held it in 13 quarters since.
Linden Thomas Advisory Services's Constellation Brands position peaked at $1.78M in Q3 2024.
206 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.