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Novem Group’s Constellation Brands STZ Stock Holding History

Novem Group’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 		$890K Sell
6,402
-195
-3% -$29K 0.09% 209
2026
Q1 		$989K Buy
6,597
+2,152
+48% +$332K 0.11% 171
2025
Q4 		$613K Sell
4,445
-1,930
-30% -$265K 0.07% 234
2025
Q3 		$859K Buy
6,375
+2,473
+63% +$393K 0.1% 193
2025
Q2 		$635K Buy
3,902
+5
+0.1% +$897 0.08% 227
2025
Q1 		$715K Buy
+3,897
New +$708K 0.1% 186

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Novem Group's STZ Position: Q2 2026 in Review

Novem Group reduced its Constellation Brands (STZ) stake by 3% in Q2 2026, selling an estimated $29K and leaving 6,402 shares worth $890K. The position accounts for 0.09% of the portfolio, ranked #209.

Novem Group first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $989K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Novem Group held 6,402 shares of Constellation Brands worth $890K as of Q2 2026.
  • Novem Group sold 195 Constellation Brands shares in Q2 2026, an estimated $29K.
  • Constellation Brands made up 0.09% of Novem Group's portfolio in Q2 2026, its #209 holding.
  • Novem Group first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • Novem Group's Constellation Brands position peaked at $989K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.