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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
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 		$6.17K Buy
+24
New +$6.17K ﹤0.01% 244

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

SRH Advisors's STZ Position: Q2 2026 in Review

SRH Advisors held its Constellation Brands (STZ) position steady in Q2 2026 at 24 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

SRH Advisors first reported a position in STZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.18K in Q3 2024. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • SRH Advisors held 24 shares of Constellation Brands worth $3.34K as of Q2 2026.
  • SRH Advisors left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of SRH Advisors's portfolio in Q2 2026, its #260 holding.
  • SRH Advisors first reported a position in Constellation Brands in Q2 2024 and has held it in 9 quarters since.
  • SRH Advisors's Constellation Brands position peaked at $6.18K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.