Morningstar Investment Management’s Constellation Brands STZ Stock Holding History

Morningstar Investment 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	$8.18M	Hold	54,523	–	–	0.5%	36
2026 Q1	$8.18M	Sell	54,523 -2,656	-5%	-$410K	0.51%	36
2025 Q4	$7.89M	Sell	57,179 -15,315	-21%	-$2.1M	0.47%	42
2025 Q3	$9.76M	Buy	+72,494	New	+$11.5M	0.36%	63
2024 Q3	–	Sell	-2,639	Closed	-$679K	–	241
2024 Q2	$679K	Hold	2,639	–	–	0.07%	108
2024 Q1	$717K	Hold	2,639	–	–	0.08%	107
2023 Q4	$638K	Buy	2,639 +65	+3%	+$15.5K	0.07%	110
2023 Q3	$647K	Hold	2,574	–	–	0.09%	84
2023 Q2	$634K	Buy	+2,574	New	+$602K	0.08%	88

Other funds holding STZ

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

AFCM

Applied Finance Capital Management San Juan, Puerto Rico $1.34B AUM 33.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morningstar Investment Management's STZ Position: Q2 2026 in Review

Morningstar Investment Management held its Constellation Brands (STZ) position steady in Q2 2026 at 54,523 shares worth $8.18M. The position accounts for 0.5% of the portfolio, ranked #36.

Morningstar Investment Management first reported a position in STZ in Q2 2023 and has held it in 9 quarters since. The position peaked at $9.76M in Q3 2025. 329 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Morningstar Investment Management held 54,523 shares of Constellation Brands worth $8.18M as of Q2 2026.
Morningstar Investment Management left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up 0.5% of Morningstar Investment Management's portfolio in Q2 2026, its #36 holding.
Morningstar Investment Management first reported a position in Constellation Brands in Q2 2023 and has held it in 9 quarters since.
Morningstar Investment Management's Constellation Brands position peaked at $9.76M in Q3 2025.
329 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.