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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Madison Asset Management's STZ Position: Q1 2026 in Review

Madison Asset Management held its Constellation Brands (STZ) position steady in Q1 2026 at 58,900 shares worth $8.84M. The position accounts for 0.11% of the portfolio, ranked #137.

Madison Asset Management first reported a position in STZ in Q2 2021 and has held it in 16 quarters since. The position peaked at $12.4M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Madison Asset Management held 58,900 shares of Constellation Brands worth $8.84M as of Q1 2026.
Madison Asset Management left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up 0.11% of Madison Asset Management's portfolio in Q1 2026, its #137 holding.
Madison Asset Management first reported a position in Constellation Brands in Q2 2021 and has held it in 16 quarters since.
Madison Asset Management's Constellation Brands position peaked at $12.4M in Q1 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.