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Sage Investment Counsel’s Constellation Brands STZ Stock Holding History

Sage Investment Counsel’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
-6,106
Closed -$916K – 136
2026
Q1 		$916K Buy
6,106
+351
+6% +$54.2K 1.02% 32
2025
Q4 		$794K Sell
5,755
-80
-1% -$11K 0.87% 34
2025
Q3 		$786K Buy
+5,835
New +$928K 0.87% 34

Other funds holding STZ

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Sage Investment Counsel's STZ Position: Q2 2026 in Review

Sage Investment Counsel sold out of Constellation Brands (STZ) in Q2 2026, closing a stake of 6,106 shares — an estimated $916K sold.

Sage Investment Counsel first reported a position in STZ in Q3 2025 and held it in 3 quarters. The position peaked at $916K in Q1 2026. 464 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Sage Investment Counsel reported no remaining Constellation Brands position as of Q2 2026 after selling out during the quarter.
  • Sage Investment Counsel sold 6,106 Constellation Brands shares in Q2 2026, an estimated $916K.
  • Sage Investment Counsel first reported a position in Constellation Brands in Q3 2025 and held it in 3 quarters.
  • Sage Investment Counsel's Constellation Brands position peaked at $916K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.