Salomon & Ludwin’s Constellation Brands STZ Stock Holding History

Salomon & Ludwin’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 Q3	–	Sell	-106	Closed	-$14.5K	–	1764
2026 Q2	$14.5K	Sell	106 -81	-43%	-$12K	﹤0.01%	1385
2026 Q1	$28.3K	Hold	187	–	–	﹤0.01%	820
2025 Q4	$26.6K	Sell	187 -22	-11%	-$3.02K	﹤0.01%	692
2025 Q3	$29.7K	Buy	+209	New	+$33.2K	﹤0.01%	586
2024 Q4	–	Sell	-143	Closed	-$36.8K	–	744
2024 Q3	$36.8K	Sell	143 -7	-5%	-$1.74K	﹤0.01%	288
2024 Q2	$38.6K	Sell	150 -24	-14%	-$6.17K	﹤0.01%	287
2024 Q1	$47.3K	Buy	174 +76	+78%	+$19.2K	﹤0.01%	361
2023 Q4	$24.6K	Hold	98	–	–	﹤0.01%	390
2023 Q3	$24.6K	Buy	+98	New	+$25.6K	﹤0.01%	390

Other funds holding STZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Salomon & Ludwin's STZ Position: Q3 2026 in Review

Salomon & Ludwin sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 106 shares — an estimated $14.5K sold.

Salomon & Ludwin first reported a position in STZ in Q3 2023 and held it in 9 quarters. The position peaked at $47.3K in Q1 2024. 480 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Salomon & Ludwin reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
Salomon & Ludwin sold 106 Constellation Brands shares in Q3 2026, an estimated $14.5K.
Salomon & Ludwin first reported a position in Constellation Brands in Q3 2023 and held it in 9 quarters.
Salomon & Ludwin's Constellation Brands position peaked at $47.3K in Q1 2024.
480 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.