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Longfellow Investment Management’s Constellation Brands STZ Stock Holding History

Longfellow Investment 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 		$955K Hold
6,869
– – 0.2% 89
2026
Q1 		$1.03M Hold
6,869
– – 0.21% 78
2025
Q4 		$948K Buy
6,869
+2,244
+49% +$308K 0.21% 80
2025
Q3 		$623K Buy
4,625
+1,098
+31% +$175K 0.15% 107
2025
Q2 		$574K Hold
3,527
– – 0.14% 99
2025
Q1 		$647K Buy
+3,527
New +$641K 0.16% 84

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Longfellow Investment Management's STZ Position: Q2 2026 in Review

Longfellow Investment Management held its Constellation Brands (STZ) position steady in Q2 2026 at 6,869 shares worth $955K. The position accounts for 0.2% of the portfolio, ranked #89.

Longfellow Investment Management first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2026. 1,033 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Longfellow Investment Management held 6,869 shares of Constellation Brands worth $955K as of Q2 2026.
  • Longfellow Investment Management left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.2% of Longfellow Investment Management's portfolio in Q2 2026, its #89 holding.
  • Longfellow Investment Management first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • Longfellow Investment Management's Constellation Brands position peaked at $1.03M in Q1 2026.
  • 1,033 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.