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Sompo Asset Management’s Constellation Brands STZ Stock Holding History

Sompo Asset Management’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 		$1.6M Buy
11,500
+6,760
+143% +$1M 0.26% 62
2026
Q1 		$711K Buy
4,740
+3,240
+216% +$501K 0.13% 101
2025
Q4 		$207K Hold
1,500
– – 0.04% 181
2025
Q3 		$202K Hold
1,500
– – 0.03% 182
2025
Q2 		$244K Sell
1,500
-770
-34% -$138K 0.04% 178
2025
Q1 		$417K Buy
2,270
+970
+75% +$176K 0.08% 149
2024
Q4 		$287K Buy
+1,300
New +$309K 0.05% 175

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Sompo Asset Management increased its Constellation Brands (STZ) stake by 143% in Q2 2026, buying an estimated $1M and bringing the position to 11,500 shares worth $1.6M. The position accounts for 0.26% of the portfolio, ranked #62.

Sompo Asset Management first reported a position in STZ in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Sompo Asset Management held 11,500 shares of Constellation Brands worth $1.6M as of Q2 2026.
  • Sompo Asset Management bought 6,760 Constellation Brands shares in Q2 2026, an estimated $1M.
  • Constellation Brands made up 0.26% of Sompo Asset Management's portfolio in Q2 2026, its #62 holding.
  • Sompo Asset Management first reported a position in Constellation Brands in Q4 2024 and has held it in 7 quarters since.
  • 150 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.