SJL
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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
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

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Shayne & Jacobs LLC's STZ Position: Q2 2026 in Review

Shayne & Jacobs LLC held its Constellation Brands (STZ) position steady in Q2 2026 at 1,850 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #92.

Shayne & Jacobs LLC first reported a position in STZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $317K in Q1 2025. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Shayne & Jacobs LLC held 1,850 shares of Constellation Brands worth $257K as of Q2 2026.
  • Shayne & Jacobs LLC left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up 0.08% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #92 holding.
  • Shayne & Jacobs LLC first reported a position in Constellation Brands in Q1 2025 and has held it in 6 quarters since.
  • Shayne & Jacobs LLC's Constellation Brands position peaked at $317K in Q1 2025.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.