Madison Asset Management’s Constellation Brands STZ Stock Holding History

Madison Asset 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	$8.19M	Hold	58,900	–	–	0.1%	145
2026 Q1	$8.84M	Hold	58,900	–	–	0.11%	137
2025 Q4	$8.13M	Hold	58,900	–	–	0.09%	144
2025 Q3	$7.93M	Buy	58,900 +18,000	+44%	+$2.86M	0.09%	144
2025 Q2	$6.65M	Sell	40,900 -2,500	-6%	-$448K	0.07%	152
2025 Q1	$7.96M	Hold	43,400	–	–	0.09%	141
2024 Q4	$9.59M	Hold	43,400	–	–	0.11%	135
2024 Q3	$11.2M	Hold	43,400	–	–	0.13%	130
2024 Q2	$11.2M	Sell	43,400 -2,400	-5%	-$617K	0.14%	121
2024 Q1	$12.4M	Buy	45,800 +71	+0.2%	+$18K	0.15%	117
2023 Q4	$11.1M	Buy	45,729 +17,589	+63%	+$4.18M	0.15%	126
2023 Q3	$7.07M	Buy	28,140 +5,540	+25%	+$1.45M	0.1%	148
2023 Q2	$5.56M	Sell	22,600 -10,975	-33%	-$2.57M	0.08%	157
2023 Q1	$7.58M	Buy	33,575 +4,000	+14%	+$890K	0.12%	143
2022 Q4	$6.85M	Buy	+29,575	New	+$7.08M	0.11%	142
2021 Q4	–	Sell	-29,275	Closed	-$6.17M	–	328
2021 Q3	$6.17M	Buy	29,275 +16,700	+133%	+$3.64M	0.08%	160
2021 Q2	$2.94M	Buy	+12,575	New	+$2.95M	0.04%	246

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Madison Asset Management's STZ Position: Q2 2026 in Review

Madison Asset Management held its Constellation Brands (STZ) position steady in Q2 2026 at 58,900 shares worth $8.19M. The position accounts for 0.1% of the portfolio, ranked #145.

Madison Asset Management first reported a position in STZ in Q2 2021 and has held it in 17 quarters since. The position peaked at $12.4M in Q1 2024. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Madison Asset Management held 58,900 shares of Constellation Brands worth $8.19M as of Q2 2026.
Madison Asset Management left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up 0.1% of Madison Asset Management's portfolio in Q2 2026, its #145 holding.
Madison Asset Management first reported a position in Constellation Brands in Q2 2021 and has held it in 17 quarters since.
Madison Asset Management's Constellation Brands position peaked at $12.4M in Q1 2024.
1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.