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Yousif Capital Management’s Constellation Brands STZ Stock Holding History

Yousif Capital Management’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 		$1.58M Sell
11,386
-490
-4% -$72.8K 0.02% 804
2026
Q1 		$1.78M Sell
11,876
-506
-4% -$78.2K 0.02% 726
2025
Q4 		$2.03M Sell
12,382
-1,761
-12% -$242K 0.02% 698
2025
Q3 		$1.9M Sell
14,143
-2,325
-14% -$370K 0.02% 751
2025
Q2 		$2.68M Sell
16,468
-344
-2% -$61.7K 0.03% 578
2025
Q1 		$3.09M Sell
16,812
-3,476
-17% -$631K 0.04% 489
2024
Q4 		$4.48M Sell
20,288
-388
-2% -$92.2K 0.05% 354
2024
Q3 		$5.33M Sell
20,676
-523
-2% -$130K 0.06% 318
2024
Q2 		$5.45M Buy
21,199
+441
+2% +$113K 0.06% 302
2024
Q1 		$5.64M Sell
20,758
-316
-1% -$80K 0.06% 311
2023
Q4 		$5.09M Sell
21,074
-514
-2% -$122K 0.06% 323
2023
Q3 		$5.43M Sell
21,588
-1,262
-6% -$329K 0.07% 280
2023
Q2 		$5.62M Buy
22,850
+240
+1% +$56.2K 0.07% 272
2023
Q1 		$5.11M Sell
22,610
-2,872
-11% -$639K 0.07% 299
2022
Q4 		$5.91M Buy
25,482
+652
+3% +$156K 0.08% 253
2022
Q3 		$5.7M Sell
24,830
-224
-0.9% -$54.6K 0.08% 230
2022
Q2 		$5.84M Buy
25,054
+230
+0.9% +$56K 0.08% 245
2022
Q1 		$5.72M Buy
24,824
+3,283
+15% +$758K 0.06% 301
2021
Q4 		$5.41M Buy
+21,541
New +$4.91M 0.06% 358

Other funds holding STZ

Assenagon Asset Management
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
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Yousif Capital Management's STZ Position: Q2 2026 in Review

Yousif Capital Management reduced its Constellation Brands (STZ) stake by 4.1% in Q2 2026, selling an estimated $72.8K and leaving 11,386 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #804.

Yousif Capital Management first reported a position in STZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.91M in Q4 2022. 194 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Yousif Capital Management held 11,386 shares of Constellation Brands worth $1.58M as of Q2 2026.
  • Yousif Capital Management sold 490 Constellation Brands shares in Q2 2026, an estimated $72.8K.
  • Constellation Brands made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #804 holding.
  • Yousif Capital Management first reported a position in Constellation Brands in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Constellation Brands position peaked at $5.91M in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.