Neumann Capital Management
STZ icon

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
Q3 		$418K Buy
+3,699
New +$477K 0.11% 88
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $46.6B AUM 32.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Neumann Capital Management's STZ Position: Q3 2026 in Review

Neumann Capital Management opened a new position in Constellation Brands (STZ) in Q3 2026: 3,699 shares worth $418K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings. This is a return to the name: Neumann Capital Management previously reported a position in STZ as recently as Q1 2026.

Neumann Capital Management first reported a position in STZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.28M in Q4 2021. 796 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Neumann Capital Management held 3,699 shares of Constellation Brands worth $418K as of Q3 2026.
  • Constellation Brands was a new Neumann Capital Management position in Q3 2026.
  • Constellation Brands made up 0.11% of Neumann Capital Management's portfolio in Q3 2026, its #88 holding.
  • Neumann Capital Management first reported a position in Constellation Brands in Q4 2014 and has held it in 47 quarters since.
  • Neumann Capital Management's Constellation Brands position peaked at $1.28M in Q4 2021.
  • 796 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Neumann Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.