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Rothschild Investment LLC’s Constellation Brands STZ Stock Holding History

Rothschild Investment LLC’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 		$81.6K Buy
587
+133
+29% +$19.8K ﹤0.01% 1127
2026
Q1 		$68.1K Buy
454
+6
+1% +$927 ﹤0.01% 1027
2025
Q4 		$61.8K Buy
448
+310
+225% +$42.5K ﹤0.01% 969
2025
Q3 		$18.6K Buy
138
+78
+130% +$12.4K ﹤0.01% 1248
2025
Q2 		$9.76K Sell
60
-311
-84% -$55.8K ﹤0.01% 1227
2025
Q1 		$68.1K Buy
371
+24
+7% +$4.36K ﹤0.01% 700
2024
Q4 		$76.7K Sell
347
-45
-11% -$10.7K 0.01% 699
2024
Q3 		$101K Sell
392
-16
-4% -$3.97K 0.01% 643
2024
Q2 		$105K Buy
408
+36
+10% +$9.26K 0.01% 613
2024
Q1 		$101K Buy
372
+62
+20% +$15.7K 0.01% 597
2023
Q4 		$74.9K Buy
+310
New +$73.7K 0.01% 588
2020
Q4 		– Sell
-1,415
Closed -$268K – 468
2020
Q3 		$268K Sell
1,415
-100
-7% -$18.2K 0.03% 353
2020
Q2 		$265K Sell
1,515
-1,190
-44% -$198K 0.03% 338
2020
Q1 		$388K Sell
2,705
-41,608
-94% -$7.34M 0.05% 275
2019
Q4 		$8.41M Buy
44,313
+1,553
+4% +$293K 0.84% 33
2019
Q3 		$8.86M Buy
42,760
+60
+0.1% +$12K 1.03% 24
2019
Q2 		$8.41M Sell
42,700
-715
-2% -$140K 0.99% 26
2019
Q1 		$7.61M Buy
+43,415
New +$7.31M 0.89% 35

Other funds holding STZ

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Rothschild Investment LLC's STZ Position: Q2 2026 in Review

Rothschild Investment LLC increased its Constellation Brands (STZ) stake by 29% in Q2 2026, buying an estimated $19.8K and bringing the position to 587 shares worth $81.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Rothschild Investment LLC first reported a position in STZ in Q1 2019 and has held it in 18 quarters since. The position peaked at $8.86M in Q3 2019. 508 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Rothschild Investment LLC held 587 shares of Constellation Brands worth $81.6K as of Q2 2026.
  • Rothschild Investment LLC bought 133 Constellation Brands shares in Q2 2026, an estimated $19.8K.
  • Constellation Brands made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1127 holding.
  • Rothschild Investment LLC first reported a position in Constellation Brands in Q1 2019 and has held it in 18 quarters since.
  • Rothschild Investment LLC's Constellation Brands position peaked at $8.86M in Q3 2019.
  • 508 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.