LA
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LVW Advisors’s Constellation Brands STZ Stock Holding History

LVW 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 		$311K Sell
2,239
-187
-8% -$27.8K 0.03% 342
2026
Q1 		$364K Buy
2,426
+114
+5% +$17.6K 0.03% 279
2025
Q4 		$319K Sell
2,312
-16
-0.7% -$2.19K 0.03% 265
2025
Q3 		$314K Buy
2,328
+523
+29% +$83.2K 0.03% 270
2025
Q2 		$294K Buy
1,805
+22
+1% +$3.95K 0.03% 268
2025
Q1 		$327K Sell
1,783
-242
-12% -$44K 0.04% 226
2024
Q4 		$448K Sell
2,025
-129
-6% -$30.6K 0.05% 206
2024
Q3 		$555K Sell
2,154
-500
-19% -$124K 0.07% 178
2024
Q2 		$683K Buy
2,654
+5
+0.2% +$1.29K 0.1% 132
2024
Q1 		$720K Sell
2,649
-28
-1% -$7.08K 0.12% 123
2023
Q4 		$647K Sell
2,677
-189
-7% -$44.9K 0.12% 123
2023
Q3 		$720K Sell
2,866
-580
-17% -$151K 0.15% 89
2023
Q2 		$848K Sell
3,446
-44
-1% -$10.3K 0.16% 93
2023
Q1 		$788K Sell
3,490
-200
-5% -$44.5K 0.15% 98
2022
Q4 		$855K Sell
3,690
-210
-5% -$50.3K 0.17% 92
2022
Q3 		$896K Buy
3,900
+39
+1% +$9.51K 0.2% 82
2022
Q2 		$900K Sell
3,861
-26
-0.7% -$6.33K 0.18% 85
2022
Q1 		$895K Buy
3,887
+5
+0.1% +$1.16K 0.15% 96
2021
Q4 		$974K Sell
3,882
-300
-7% -$68.4K 0.17% 95
2021
Q3 		$881K Sell
4,182
-220
-5% -$48K 0.15% 107
2021
Q2 		$1.03M Hold
4,402
– – 0.18% 86
2021
Q1 		$1M Buy
4,402
+3
+0.1% +$676 0.19% 84
2020
Q4 		$964K Buy
4,399
+4
+0.1% +$786 0.19% 79
2020
Q3 		$833K Sell
4,395
-747
-15% -$136K 0.18% 78
2020
Q2 		$900K Buy
5,142
+14
+0.3% +$2.33K 0.22% 68
2020
Q1 		$735K Buy
5,128
+151
+3% +$26.6K 0.2% 71
2019
Q4 		$944K Sell
4,977
-658
-12% -$124K 0.21% 75
2019
Q3 		$1.17M Buy
5,635
+179
+3% +$35.9K 0.29% 65
2019
Q2 		$1.07M Buy
5,456
+100
+2% +$19.5K 0.3% 59
2019
Q1 		$939K Buy
5,356
+1,555
+41% +$262K 0.25% 64
2018
Q4 		$611K Buy
3,801
+985
+35% +$196K 0.21% 67
2018
Q3 		$607K Hold
2,816
– – 0.17% 85
2018
Q2 		$616K Hold
2,816
– – 0.2% 79
2018
Q1 		$642K Sell
2,816
-19
-0.7% -$4.18K 0.2% 77
2017
Q4 		$648K Buy
2,835
+19
+0.7% +$4.11K 0.19% 75
2017
Q3 		$562K Buy
2,816
+18
+0.6% +$3.56K 0.22% 76
2017
Q2 		$542K Sell
2,798
-61
-2% -$10.9K 0.19% 64
2017
Q1 		$463K Sell
2,859
-187
-6% -$29.1K 0.17% 78
2016
Q4 		$467K Buy
3,046
+649
+27% +$103K 0.16% 82
2016
Q3 		$399K Buy
2,397
+31
+1% +$5.11K 0.13% 84
2016
Q2 		$391K Sell
2,366
-248
-9% -$38.8K 0.15% 76
2016
Q1 		$395K Sell
2,614
-1,089
-29% -$157K 0.13% 86
2015
Q4 		$527K Sell
3,703
-197
-5% -$27.1K 0.21% 67
2015
Q3 		$488K Buy
3,900
+4
+0.1% +$493 0.23% 69
2015
Q2 		$452K Buy
3,896
+3
+0.1% +$354 0.19% 74
2015
Q1 		$452K Sell
3,893
-200
-5% -$22.5K 0.22% 81
2014
Q4 		$402K Buy
+4,093
New +$375K 0.22% 91

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
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
CCM
Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

LVW Advisors's STZ Position: Q2 2026 in Review

LVW Advisors reduced its Constellation Brands (STZ) stake by 7.7% in Q2 2026, selling an estimated $27.8K and leaving 2,239 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #342.

LVW Advisors first reported a position in STZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.17M in Q3 2019. 408 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • LVW Advisors held 2,239 shares of Constellation Brands worth $311K as of Q2 2026.
  • LVW Advisors sold 187 Constellation Brands shares in Q2 2026, an estimated $27.8K.
  • Constellation Brands made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #342 holding.
  • LVW Advisors first reported a position in Constellation Brands in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's Constellation Brands position peaked at $1.17M in Q3 2019.
  • 408 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.