Valicenti Advisory Services’s Constellation Brands STZ Stock Holding History

Valicenti Advisory Services’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	$1.34M	Buy	9,640 +295	+3%	+$43.9K	0.25%	59
2026 Q1	$1.4M	Buy	9,345 +400	+4%	+$61.8K	0.31%	59
2025 Q4	$1.23M	Buy	8,945 +595	+7%	+$81.6K	0.26%	58
2025 Q3	$1.12M	Buy	+8,350	New	+$1.33M	0.24%	61

Other funds holding STZ

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 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

Valicenti Advisory Services's STZ Position: Q2 2026 in Review

Valicenti Advisory Services increased its Constellation Brands (STZ) stake by 3.2% in Q2 2026, buying an estimated $43.9K and bringing the position to 9,640 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #59.

Valicenti Advisory Services first reported a position in STZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q1 2026. 150 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Valicenti Advisory Services held 9,640 shares of Constellation Brands worth $1.34M as of Q2 2026.
Valicenti Advisory Services bought 295 Constellation Brands shares in Q2 2026, an estimated $43.9K.
Constellation Brands made up 0.25% of Valicenti Advisory Services's portfolio in Q2 2026, its #59 holding.
Valicenti Advisory Services first reported a position in Constellation Brands in Q3 2025 and has held it in 4 quarters since.
Valicenti Advisory Services's Constellation Brands position peaked at $1.4M in Q1 2026.
150 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.