Sagewood Asset Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$254K Sell
1,825
-349
-16% -$51.9K 0.06% 355
2026
Q1
$326K Buy
+2,174
New +$336K 0.1% 204

Other funds holding STZ

Sagewood Asset Management's STZ Position: Q2 2026 in Review

Sagewood Asset Management reduced its Constellation Brands (STZ) stake by 16% in Q2 2026, selling an estimated $51.9K and leaving 1,825 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #355.

Sagewood Asset Management first reported a position in STZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $326K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Sagewood Asset Management held 1,825 shares of Constellation Brands worth $254K as of Q2 2026.
  • Sagewood Asset Management sold 349 Constellation Brands shares in Q2 2026, an estimated $51.9K.
  • Constellation Brands made up 0.06% of Sagewood Asset Management's portfolio in Q2 2026, its #355 holding.
  • Sagewood Asset Management first reported a position in Constellation Brands in Q1 2026 and has held it in 2 quarters since.
  • Sagewood Asset Management's Constellation Brands position peaked at $326K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.