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Neumann Capital Management’s Constellation Brands STZ Stock Holding History

Neumann 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 		– Sell
-3,266
Closed -$490K – 96
2026
Q1 		$490K Sell
3,266
-149
-4% -$23K 0.14% 83
2025
Q4 		$471K Sell
3,415
-1,497
-30% -$205K 0.14% 82
2025
Q3 		$661K Sell
4,912
-25
-0.5% -$3.98K 0.19% 69
2025
Q2 		$803K Sell
4,937
-200
-4% -$35.9K 0.25% 70
2025
Q1 		$943K Buy
5,137
+400
+8% +$72.7K 0.33% 64
2024
Q4 		$1.05M Buy
4,737
+100
+2% +$23.8K 0.35% 58
2024
Q3 		$1.19M Buy
4,637
+80
+2% +$19.8K 0.4% 51
2024
Q2 		$1.17M Hold
4,557
– – 0.4% 51
2024
Q1 		$1.24M Sell
4,557
-400
-8% -$101K 0.44% 50
2023
Q4 		$1.2M Hold
4,957
– – 0.48% 50
2023
Q3 		$1.25M Hold
4,957
– – 0.54% 45
2023
Q2 		$1.22M Hold
4,957
– – 0.51% 46
2023
Q1 		$1.12M Sell
4,957
-100
-2% -$22.3K 0.49% 49
2022
Q4 		$1.17M Hold
5,057
– – 0.55% 47
2022
Q3 		$1.16M Sell
5,057
-50
-1% -$12.2K 0.6% 46
2022
Q2 		$1.19M Hold
5,107
– – 0.6% 46
2022
Q1 		$1.18M Hold
5,107
– – 0.5% 49
2021
Q4 		$1.28M Hold
5,107
– – 0.52% 47
2021
Q3 		$1.08M Hold
5,107
– – 0.48% 50
2021
Q2 		$1.2M Sell
5,107
-100
-2% -$23.5K 0.54% 50
2021
Q1 		$1.19M Hold
5,207
– – 0.56% 47
2020
Q4 		$1.14M Buy
5,207
+75
+1% +$14.7K 0.58% 45
2020
Q3 		$973K Hold
5,132
– – 0.56% 46
2020
Q2 		$898K Hold
5,132
– – 0.55% 47
2020
Q1 		$736K Hold
5,132
– – 0.54% 47
2019
Q4 		$974K Buy
5,132
+325
+7% +$61.4K 0.57% 48
2019
Q3 		$996K Buy
4,807
+200
+4% +$40.2K 0.62% 45
2019
Q2 		$907K Buy
4,607
+325
+8% +$63.5K 0.56% 46
2019
Q1 		$751K Buy
4,282
+460
+12% +$77.5K 0.48% 49
2018
Q4 		$615K Hold
3,822
– – 0.46% 50
2018
Q3 		$824K Hold
3,822
– – 0.49% 51
2018
Q2 		$837K Hold
3,822
– – 0.53% 50
2018
Q1 		$871K Hold
3,822
– – 0.55% 49
2017
Q4 		$874K Hold
3,822
– – 0.54% 52
2017
Q3 		$762K Buy
3,822
+77
+2% +$15.2K 0.47% 56
2017
Q2 		$726K Hold
3,745
– – 0.47% 57
2017
Q1 		$607K Buy
3,745
+500
+15% +$77.9K 0.39% 57
2016
Q4 		$498K Buy
3,245
+1,145
+55% +$182K 0.32% 64
2016
Q3 		$350K Hold
2,100
– – 0.23% 65
2016
Q2 		$347K Hold
2,100
– – 0.23% 67
2016
Q1 		$317K Hold
2,100
– – 0.21% 68
2015
Q4 		$299K Hold
2,100
– – 0.21% 69
2015
Q3 		$263K Buy
2,100
+200
+11% +$24.7K 0.19% 73
2015
Q2 		$220K Sell
1,900
-750
-28% -$88.6K 0.14% 75
2015
Q1 		$308K Hold
2,650
– – 0.2% 71
2014
Q4 		$260K Buy
+2,650
New +$243K 0.17% 74

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
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

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

Neumann Capital Management sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 3,266 shares — an estimated $490K sold.

Neumann Capital Management first reported a position in STZ in Q4 2014 and held it in 46 quarters. The position peaked at $1.28M in Q4 2021. 389 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Neumann Capital Management reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Neumann Capital Management sold 3,266 Constellation Brands shares in Q2 2026, an estimated $490K.
  • Neumann Capital Management first reported a position in Constellation Brands in Q4 2014 and held it in 46 quarters.
  • Neumann Capital Management's Constellation Brands position peaked at $1.28M in Q4 2021.
  • 389 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

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