Neo Ivy Capital Management’s Constellation Brands STZ Stock Holding History

Neo Ivy 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	$1.83M	Buy	+13,144	New	+$1.95M	0.42%	90
2024 Q4	–	Sell	-3,722	Closed	-$960K	–	393
2024 Q3	$960K	Buy	3,722 +598	+19%	+$148K	0.31%	135
2024 Q2	$804K	Buy	+3,124	New	+$803K	0.16%	153
2023 Q4	$189K	Sell	781 -3,035	-80%	-$722K	0.42%	80
2023 Q3	$959K	Buy	+3,816	New	+$996K	0.42%	89
2022 Q4	–	Sell	-692	Closed	-$159K	–	531
2022 Q3	$159K	Sell	692 -856	-55%	-$209K	0.42%	91
2022 Q2	$360K	Buy	+1,548	New	+$377K	0.96%	7
2021 Q4	–	Sell	-3,004	Closed	-$526K	–	621
2021 Q3	$526K	Sell	3,004 -685	-19%	-$150K	0.6%	43
2021 Q2	$863K	Buy	3,689 +3,171	+612%	+$744K	0.87%	12
2021 Q1	$118K	Sell	518 -1,417	-73%	-$319K	0.13%	222
2020 Q4	$424K	Sell	1,935 -1,174	-38%	-$231K	0.47%	65
2020 Q3	$589K	Buy	3,109 +105	+3%	+$19.1K	0.6%	34
2020 Q2	$526K	Buy	3,004 +1,863	+163%	+$310K	0.6%	43
2020 Q1	$164K	Buy	+1,141	New	+$201K	0.27%	147
2019 Q3	–	Sell	-7,238	Closed	-$1.43M	–	390
2019 Q2	$1.43M	Buy	+7,238	New	+$1.41M	0.8%	40
2019 Q1	–	Sell	-7,004	Closed	-$1.13M	–	394
2018 Q4	$1.13M	Buy	+7,004	New	+$1.39M	0.89%	12

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neo Ivy Capital Management's STZ Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Constellation Brands (STZ) in Q2 2026: 13,144 shares worth $1.83M. The stake represents 0.42% of the portfolio and ranks #90 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in STZ as recently as Q3 2024.

Neo Ivy Capital Management first reported a position in STZ in Q4 2018 and has held it in 16 quarters since. 1,035 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Neo Ivy Capital Management held 13,144 shares of Constellation Brands worth $1.83M as of Q2 2026.
Constellation Brands was a new Neo Ivy Capital Management position in Q2 2026.
Constellation Brands made up 0.42% of Neo Ivy Capital Management's portfolio in Q2 2026, its #90 holding.
Neo Ivy Capital Management first reported a position in Constellation Brands in Q4 2018 and has held it in 16 quarters since.
1,035 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.