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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
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)
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
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. 324 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.
  • 324 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.