MHR
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Matthew Hamilton Rosenberg’s Constellation Brands STZ Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$124K Buy
1,101
+136
+14% +$17.5K 0.02% 316
2026
Q2 		$134K Buy
965
+302
+46% +$44.9K 0.03% 304
2026
Q1 		$99.5K Buy
663
+530
+398% +$81.9K 0.02% 328
2025
Q4 		$18.3K Hold
133
– – ﹤0.01% 558
2025
Q3 		$17.9K Sell
133
-453
-77% -$72.1K ﹤0.01% 558
2025
Q2 		$95.3K Sell
586
-94
-14% -$16.9K 0.02% 339
2025
Q1 		$125K Buy
680
+72
+12% +$13.1K 0.03% 270
2024
Q4 		$134K Sell
608
-250
-29% -$59.4K 0.03% 257
2024
Q3 		$221K Buy
858
+50
+6% +$12.4K 0.06% 178
2024
Q2 		$207K Sell
808
-34
-4% -$8.74K 0.06% 173
2024
Q1 		$224K Buy
842
+60
+8% +$15.2K 0.06% 166
2023
Q4 		$189K Buy
782
+112
+17% +$26.6K 0.06% 188
2023
Q3 		$169K Buy
670
+15
+2% +$3.92K 0.06% 197
2023
Q2 		$161K Hold
655
– – 0.05% 211
2023
Q1 		$148K Sell
655
-19
-3% -$4.23K 0.05% 232
2022
Q4 		$156K Hold
674
– – 0.05% 220
2022
Q3 		$155K Buy
674
+32
+5% +$7.8K 0.06% 201
2022
Q2 		$151K Buy
642
+50
+8% +$12.2K 0.06% 210
2022
Q1 		$136K Buy
592
+25
+4% +$5.77K 0.05% 259
2021
Q4 		$142K Buy
567
+9
+2% +$2.05K 0.05% 246
2021
Q3 		$118K Hold
558
– – 0.05% 257
2021
Q2 		$131K Hold
558
– – 0.07% 216
2021
Q1 		$127K Hold
558
– – 0.07% 213
2020
Q4 		$122K Hold
558
– – 0.08% 199
2020
Q3 		$106K Hold
558
– – 0.08% 195
2020
Q2 		$98K Hold
558
– – 0.08% 197
2020
Q1 		$80K Buy
+558
New +$98.5K 0.08% 170

Other funds holding STZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Matthew Hamilton Rosenberg's STZ Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Constellation Brands (STZ) stake by 14% in Q3 2026, buying an estimated $17.5K and bringing the position to 1,101 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #316.

Matthew Hamilton Rosenberg first reported a position in STZ in Q1 2020 and has held it in 27 quarters since. The position peaked at $224K in Q1 2024. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,101 shares of Constellation Brands worth $124K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 136 Constellation Brands shares in Q3 2026, an estimated $17.5K.
  • Constellation Brands made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #316 holding.
  • Matthew Hamilton Rosenberg first reported a position in Constellation Brands in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Constellation Brands position peaked at $224K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.