Marquette Asset Management’s Constellation Brands STZ Stock Holding History

Marquette 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	$557	Hold	4	–	–	﹤0.01%	805
2026 Q1	$600	Hold	4	–	–	﹤0.01%	727
2025 Q4	$552	Buy	+4	New	+$549	﹤0.01%	638
2022 Q2	–	Sell	-2	Closed	–	–	420
2022 Q1	$0	Buy	+2	New	+$462	﹤0.01%	391
2019 Q4	–	Sell	-100	Closed	-$21K	–	261
2019 Q3	$21K	Buy	+100	New	+$20.1K	0.01%	199

Other funds holding STZ

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Marquette Asset Management held its Constellation Brands (STZ) position steady in Q2 2026 at 4 shares worth $557. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Marquette Asset Management first reported a position in STZ in Q3 2019 and has held it in 5 quarters since. The position peaked at $21K in Q3 2019. 440 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Marquette Asset Management held 4 shares of Constellation Brands worth $557 as of Q2 2026.
Marquette Asset Management left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #805 holding.
Marquette Asset Management first reported a position in Constellation Brands in Q3 2019 and has held it in 5 quarters since.
Marquette Asset Management's Constellation Brands position peaked at $21K in Q3 2019.
440 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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