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James T. Borello RIA’s Constellation Brands STZ Stock Holding History

James T. Borello RIA’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 		$3.39K Sell
30
-27
-47% -$3.48K ﹤0.01% 856
2026
Q2 		$7.93K Sell
57
-46
-45% -$6.84K ﹤0.01% 651
2026
Q1 		$15.4K Buy
103
+58
+129% +$8.96K ﹤0.01% 440
2025
Q4 		$6.21K Sell
45
-38
-46% -$5.21K ﹤0.01% 520
2025
Q3 		$11.2K Buy
+83
New +$13.2K ﹤0.01% 297

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

James T. Borello RIA's STZ Position: Q3 2026 in Review

James T. Borello RIA reduced its Constellation Brands (STZ) stake by 47% in Q3 2026, selling an estimated $3.48K and leaving 30 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

James T. Borello RIA first reported a position in STZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q1 2026. 117 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • James T. Borello RIA held 30 shares of Constellation Brands worth $3.39K as of Q3 2026.
  • James T. Borello RIA sold 27 Constellation Brands shares in Q3 2026, an estimated $3.48K.
  • Constellation Brands made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #856 holding.
  • James T. Borello RIA first reported a position in Constellation Brands in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Constellation Brands position peaked at $15.4K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.