Trifecta Capital Advisors
STZ icon

Trifecta Capital Advisors’s Constellation Brands STZ Stock Holding History

Trifecta Capital 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 		– Sell
-2
Closed -$279 – 463
2026
Q2 		$279 Buy
+2
New +$297 ﹤0.01% 450
2025
Q4 		– Sell
-10
Closed -$1.35K – 423
2025
Q3 		$1.35K Hold
10
– – ﹤0.01% 385
2025
Q2 		$1.63K Hold
10
– – ﹤0.01% 369
2025
Q1 		$1.84K Buy
10
+2
+25% +$363 ﹤0.01% 321
2024
Q4 		$1.77K Hold
8
– – ﹤0.01% 317
2024
Q3 		$2.06K Hold
8
– – ﹤0.01% 308
2024
Q2 		$2.06K Hold
8
– – ﹤0.01% 309
2024
Q1 		$2.18K Hold
8
– – ﹤0.01% 300
2023
Q4 		$1.93K Sell
8
-280
-97% -$66.6K ﹤0.01% 334
2023
Q3 		$72.4K Buy
288
+30
+12% +$7.83K 0.02% 117
2023
Q2 		$63.5K Hold
258
– – 0.02% 128
2023
Q1 		$58.3K Buy
258
+250
+3,125% +$55.6K 0.02% 135
2022
Q4 		$1.85K Buy
+8
New +$1.92K ﹤0.01% 316

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

Trifecta Capital Advisors's STZ Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 2 shares — an estimated $279 sold.

Trifecta Capital Advisors first reported a position in STZ in Q4 2022 and held it in 13 quarters. The position peaked at $72.4K in Q3 2023. 332 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 2 Constellation Brands shares in Q3 2026, an estimated $279.
  • Trifecta Capital Advisors first reported a position in Constellation Brands in Q4 2022 and held it in 13 quarters.
  • Trifecta Capital Advisors's Constellation Brands position peaked at $72.4K in Q3 2023.
  • 332 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.