SRH Advisors’s Constellation Brands STZ Stock Holding History

SRH Advisors’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	$2.71K	Hold	24	–	–	﹤0.01%	255
2026 Q2	$3.34K	Hold	24	–	–	﹤0.01%	260
2026 Q1	$3.6K	Hold	24	–	–	﹤0.01%	253
2025 Q4	$3.31K	Hold	24	–	–	﹤0.01%	263
2025 Q3	$3.23K	Hold	24	–	–	﹤0.01%	249
2025 Q2	$3.9K	Hold	24	–	–	﹤0.01%	243
2025 Q1	$4.4K	Hold	24	–	–	﹤0.01%	241
2024 Q4	$5.3K	Hold	24	–	–	﹤0.01%	247
2024 Q3	$6.18K	Hold	24	–	–	﹤0.01%	243
2024 Q2	$6.18K	Buy	+24	New	+$6.17K	﹤0.01%	244

Other funds holding STZ

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

SRH Advisors's STZ Position: Q3 2026 in Review

SRH Advisors held its Constellation Brands (STZ) position steady in Q3 2026 at 24 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

SRH Advisors first reported a position in STZ in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.18K in Q3 2024. 675 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

SRH Advisors held 24 shares of Constellation Brands worth $2.71K as of Q3 2026.
SRH Advisors left its Constellation Brands share count unchanged in Q3 2026.
Constellation Brands made up ﹤0.01% of SRH Advisors's portfolio in Q3 2026, its #255 holding.
SRH Advisors first reported a position in Constellation Brands in Q2 2024 and has held it in 10 quarters since.
SRH Advisors's Constellation Brands position peaked at $6.18K in Q3 2024.
675 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.