MCM
STZ icon

Monarch Capital Management’s Constellation Brands STZ Stock Holding History

Monarch Capital 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 		$248K Buy
+1,785
New +$265K 0.06% 125
2025
Q2 		– Sell
-1,161
Closed -$213K – 118
2025
Q1 		$213K Hold
1,161
– – 0.06% 113
2024
Q4 		$257K Hold
1,161
– – 0.07% 108
2024
Q3 		$299K Buy
1,161
+50
+5% +$12.4K 0.08% 106
2024
Q2 		$286K Hold
1,111
– – 0.08% 106
2024
Q1 		$302K Hold
1,111
– – 0.09% 103
2023
Q4 		$269K Hold
1,111
– – 0.08% 104
2023
Q3 		$279K Hold
1,111
– – 0.09% 101
2023
Q2 		$273K Hold
1,111
– – 0.08% 104
2023
Q1 		$251K Hold
1,111
– – 0.08% 106
2022
Q4 		$257K Hold
1,111
– – 0.08% 106
2022
Q3 		$255K Sell
1,111
-46
-4% -$11.2K 0.08% 103
2022
Q2 		$270K Hold
1,157
– – 0.08% 104
2022
Q1 		$266K Hold
1,157
– – 0.07% 110
2021
Q4 		$290K Hold
1,157
– – 0.07% 104
2021
Q3 		$244K Sell
1,157
-50
-4% -$10.9K 0.07% 111
2021
Q2 		$282K Hold
1,207
– – 0.08% 100
2021
Q1 		$275K Sell
1,207
-400
-25% -$90.1K 0.08% 99
2020
Q4 		$352K Hold
1,607
– – 0.11% 89
2020
Q3 		$305K Buy
1,607
+46
+3% +$8.39K 0.11% 88
2020
Q2 		$273K Buy
+1,561
New +$260K 0.1% 90
2020
Q1 		– Sell
-1,161
Closed -$220K – 100
2019
Q4 		$220K Sell
1,161
-39
-3% -$7.37K 0.07% 98
2019
Q3 		$249K Hold
1,200
– – 0.09% 90
2019
Q2 		$236K Hold
1,200
– – 0.08% 90
2019
Q1 		$210K Buy
+1,200
New +$202K 0.08% 95
2018
Q4 		– Sell
-1,200
Closed -$259K – 99
2018
Q3 		$259K Hold
1,200
– – 0.09% 85
2018
Q2 		$263K Hold
1,200
– – 0.1% 85
2018
Q1 		$274K Sell
1,200
-12
-1% -$2.64K 0.11% 84
2017
Q4 		$277K Sell
1,212
-13
-1% -$2.81K 0.1% 84
2017
Q3 		$244K Hold
1,225
– – 0.09% 86
2017
Q2 		$237K Buy
+1,225
New +$218K 0.09% 87
2016
Q4 		– Sell
-1,225
Closed -$204K – 99
2016
Q3 		$204K Hold
1,225
– – 0.08% 95
2016
Q2 		$203K Buy
+1,225
New +$192K 0.08% 96
2016
Q1 		– Sell
-1,925
Closed -$274K – 102
2015
Q4 		$274K Sell
1,925
-430
-18% -$59.2K 0.11% 85
2015
Q3 		$295K Hold
2,355
– – 0.12% 86
2015
Q2 		$273K Hold
2,355
– – 0.1% 87
2015
Q1 		$274K Hold
2,355
– – 0.1% 89
2014
Q4 		$231K Hold
2,355
– – 0.09% 94
2014
Q3 		$205K Hold
2,355
– – 0.08% 95
2014
Q2 		$208K Sell
2,355
-45
-2% -$3.71K 0.08% 90
2014
Q1 		$204K Buy
+2,400
New +$191K 0.08% 87

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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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

Monarch Capital Management's STZ Position: Q2 2026 in Review

Monarch Capital Management opened a new position in Constellation Brands (STZ) in Q2 2026: 1,785 shares worth $248K. The stake represents 0.06% of the portfolio and ranks #125 among its holdings. This is a return to the name: Monarch Capital Management previously reported a position in STZ as recently as Q1 2025.

Monarch Capital Management first reported a position in STZ in Q1 2014 and has held it in 41 quarters since. The position peaked at $352K in Q4 2020. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Monarch Capital Management held 1,785 shares of Constellation Brands worth $248K as of Q2 2026.
  • Constellation Brands was a new Monarch Capital Management position in Q2 2026.
  • Constellation Brands made up 0.06% of Monarch Capital Management's portfolio in Q2 2026, its #125 holding.
  • Monarch Capital Management first reported a position in Constellation Brands in Q1 2014 and has held it in 41 quarters since.
  • Monarch Capital Management's Constellation Brands position peaked at $352K in Q4 2020.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.