Shayne & Jacobs LLC
STZ icon

Shayne & Jacobs LLC’s Constellation Brands STZ Stock Holding History

Shayne & Jacobs 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
Q3 		$219K Buy
1,940
+90
+5% +$11.6K 0.07% 99
2026
Q2 		$257K Hold
1,850
– – 0.08% 92
2026
Q1 		$278K Hold
1,850
– – 0.09% 86
2025
Q4 		$255K Hold
1,850
– – 0.08% 87
2025
Q3 		$249K Buy
1,850
+120
+7% +$19.1K 0.08% 88
2025
Q2 		$281K Hold
1,730
– – 0.09% 84
2025
Q1 		$317K Buy
+1,730
New +$314K 0.08% 80

Other funds holding STZ

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Coerente Capital Management
Coerente Capital Management Toronto, Ontario, Canada $572M AUM 10.69% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Shayne & Jacobs LLC's STZ Position: Q3 2026 in Review

Shayne & Jacobs LLC increased its Constellation Brands (STZ) stake by 4.9% in Q3 2026, buying an estimated $11.6K and bringing the position to 1,940 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #99.

Shayne & Jacobs LLC first reported a position in STZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $317K in Q1 2025. 332 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Shayne & Jacobs LLC held 1,940 shares of Constellation Brands worth $219K as of Q3 2026.
  • Shayne & Jacobs LLC bought 90 Constellation Brands shares in Q3 2026, an estimated $11.6K.
  • Constellation Brands made up 0.07% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #99 holding.
  • Shayne & Jacobs LLC first reported a position in Constellation Brands in Q1 2025 and has held it in 7 quarters since.
  • Shayne & Jacobs LLC's Constellation Brands position peaked at $317K in Q1 2025.
  • 332 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.