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Sapient Capital’s Constellation Brands STZ Stock Holding History

Sapient Capital’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
-1,478
Closed -$206K – 412
2026
Q2 		$206K Sell
1,478
-684
-32% -$102K ﹤0.01% 384
2026
Q1 		$324K Buy
2,162
+216
+11% +$33.4K ﹤0.01% 344
2025
Q4 		$273K Buy
1,946
+47
+2% +$6.45K ﹤0.01% 353
2025
Q3 		$259K Sell
1,899
-7
-0.4% -$1.11K ﹤0.01% 338
2025
Q2 		$310K Sell
1,906
-1
-0.1% -$179 0.01% 302
2025
Q1 		$350K Sell
1,907
-410
-18% -$74.5K 0.01% 274
2024
Q4 		$512K Buy
2,317
+17
+0.7% +$4.04K 0.01% 241
2024
Q3 		$593K Sell
2,300
-5
-0.2% -$1.24K 0.01% 240
2024
Q2 		$593K Buy
2,305
+6
+0.3% +$1.54K 0.01% 220
2024
Q1 		$625K Hold
2,299
– – 0.01% 222
2023
Q4 		$556K Buy
+2,299
New +$547K 0.01% 225

Other funds holding STZ

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Sapient Capital's STZ Position: Q3 2026 in Review

Sapient Capital sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 1,478 shares — an estimated $206K sold.

Sapient Capital first reported a position in STZ in Q4 2023 and held it in 11 quarters. The position peaked at $625K in Q1 2024. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Sapient Capital reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
  • Sapient Capital sold 1,478 Constellation Brands shares in Q3 2026, an estimated $206K.
  • Sapient Capital first reported a position in Constellation Brands in Q4 2023 and held it in 11 quarters.
  • Sapient Capital's Constellation Brands position peaked at $625K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.