Coho Partners, Ltd. STZ — Constellation Brands, Inc.

Ownership history in Coho Partners, Ltd.  ·  6 quarters on record

AI Ownership Summary

Coho Partners, Ltd. reported Constellation Brands, Inc. (STZ) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 2.66% in 2024 Q3. The latest visible filing shows STZ at 1.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coho Partners, Ltd.'s position in Constellation Brands, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

STZ was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STZ stock page Coho Partners, Ltd. fund profile Coho Partners, Ltd. full holdings
How Coho Partners, Ltd. held STZ — position size vs. price
% of Fund (quarterly)    STZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 44.3% +3.6% ❌ 81,168 -64,653 -44.3% 1.40% $10.9M 2025-11-14 (Est.) $127.47
2025 Q2 REDUCED 16.0% -15.6% ✅ 145,821 -27,823 -16.0% 1.77% $23.7M 2025-07-29 $171.18
2025 Q1 REDUCED 20.1% -10.9% ✅ 173,644 -43,772 -20.1% 1.92% $31.9M 2025-04-22 $181.06
2024 Q4 REDUCED 23.2% -16.5% ✅ 217,416 -65,663 -23.2% 2.21% $48.0M 2025-01-30 $177.41
2024 Q3 ADDED — — — 283,079 +80,970 +40.1% 2.66% $72.9M 2024-10-22 $231.57
2024 Q2 INITIATED — — — 202,109 — — 1.81% $52.0M 2024-07-31 $233.99

🏢 Other funds also holding STZ

As of 2026 Q1 — sorted by position size

Savoir Faire Capital Management, L.P. 3.6% COERENTE CAPITAL MANAGEMENT 3Y 3.06% Fluent Financial, LLC 3Y 7Y 2.57% Compass Wealth Management LLC 3Y 2.08% CORDA Investment Management, LLC. 3Y 7Y 1.45% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.15% Applied Finance Capital Management, LLC 3Y 1.11% Altrius Capital Management Inc 3Y 1.11% HUDSON EDGE INVESTMENT PARTNERS INC. 3Y 7Y 1.1% Sage Investment Counsel LLC 1.02%

FAQ About Coho Partners, Ltd. and STZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coho Partners, Ltd. reported owning STZ?

Coho Partners, Ltd. reported STZ across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported STZ position in Coho Partners, Ltd.'s portfolio?

The largest reported portfolio weight for STZ was 2.66% in 2024 Q3.

What is the latest reported STZ position on this page?

The most recent filing on this page is 2025 Q3, when Coho Partners, Ltd. reported 81,168 shares, equal to 1.40% of portfolio, with an estimated market value of $10.9M.

What does the chart on this STZ ownership page compare?

The chart compares Coho Partners, Ltd.'s quarterly STZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coho Partners, Ltd. time their STZ position?

Based on 13F filing dates vs. subsequent STZ price moves, Coho Partners, Ltd. correctly timed 2 out of 5 reported position changes (40%).

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