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LVM Capital Management’s Constellation Brands STZ Stock Holding History

LVM Capital 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 		– Sell
-3,510
Closed -$527K – 169
2026
Q1 		$527K Buy
+3,510
New +$542K 0.05% 111

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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

LVM Capital Management's STZ Position: Q2 2026 in Review

LVM Capital Management sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 3,510 shares — an estimated $527K sold.

LVM Capital Management first reported a position in STZ in Q1 2026 and held it in 1 quarter. The position peaked at $527K in Q1 2026. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • LVM Capital Management reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • LVM Capital Management sold 3,510 Constellation Brands shares in Q2 2026, an estimated $527K.
  • LVM Capital Management first reported a position in Constellation Brands in Q1 2026 and held it in 1 quarter.
  • LVM Capital Management's Constellation Brands position peaked at $527K in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.