Poehling Capital Management’s Constellation Brands STZ Stock Holding History

Poehling 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	$4.38M	Buy	31,480 +1,027	+3%	+$153K	0.94%	35
2026 Q1	$4.57M	Buy	30,453 +172	+0.6%	+$26.6K	0.96%	36
2025 Q4	$4.18M	Buy	30,281 +9,908	+49%	+$1.36M	0.85%	34
2025 Q3	$2.74M	Buy	20,373 +9,484	+87%	+$1.51M	0.58%	50
2025 Q2	$1.77M	Buy	+10,889	New	+$1.95M	0.41%	55
2018 Q3	–	Sell	-100	Closed	-$22K	–	235
2018 Q2	$22K	Hold	100	–	–	0.02%	190
2018 Q1	$23K	Buy	+100	New	+$22K	0.02%	186

Other funds holding STZ

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) 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

Poehling Capital Management increased its Constellation Brands (STZ) stake by 3.4% in Q2 2026, buying an estimated $153K and bringing the position to 31,480 shares worth $4.38M. The position accounts for 0.94% of the portfolio, ranked #35.

Poehling Capital Management first reported a position in STZ in Q1 2018 and has held it in 7 quarters since. The position peaked at $4.57M in Q1 2026. 231 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Poehling Capital Management held 31,480 shares of Constellation Brands worth $4.38M as of Q2 2026.
Poehling Capital Management bought 1,027 Constellation Brands shares in Q2 2026, an estimated $153K.
Constellation Brands made up 0.94% of Poehling Capital Management's portfolio in Q2 2026, its #35 holding.
Poehling Capital Management first reported a position in Constellation Brands in Q1 2018 and has held it in 7 quarters since.
Poehling Capital Management's Constellation Brands position peaked at $4.57M in Q1 2026.
231 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.