STZ β€” CONSTELLATION BRANDS INC

Ownership history in WORLDQUANT MILLENNIUM ADVISORS LLC  Β·  16 quarters on record

AI Ownership Summary

WORLDQUANT MILLENNIUM ADVISORS LLC reported CONSTELLATION BRANDS INC (STZ) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.48% in 2023 Q3. The latest visible filing shows STZ at 0.21% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WORLDQUANT MILLENNIUM ADVISORS LLC'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 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 WORLDQUANT MILLENNIUM ADVISORS LLC fund profile WORLDQUANT MILLENNIUM ADVISORS LLC full holdings
How WORLDQUANT MILLENNIUM ADVISORS LLC held STZ β€” position size vs. price
% of Fund (quarterly)    STZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 364,502 -112,200 -23.5% 0.21% $49.1M 2025-11-14 $128.32
2025 Q2 ADDED 476,702 +441,382 +1249.7% 0.39% $77.5M 2025-08-14 $167.10
2025 Q1 REDUCED 35,320 -68,300 -65.9% 0.04% $6.5M 2025-05-15 $186.85
2023 Q4 REDUCED 103,620 -19,459 -15.8% 0.35% $25.1M 2024-02-14 $233.12
2023 Q3 ADDED 123,079 +117,131 +1969.3% 0.48% $30.9M 2023-11-14 $230.65
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding STZ

As of 2025 Q4 β€” sorted by position size

Framtiden Holdings Management Co LLC 19.31% Hook Mill Capital Partners, LP 3Y 3.15% Empyrean Capital Partners, LP 3Y 7Y 2.82% Ilex Capital Partners (UK) LLP 2.63% COERENTE CAPITAL MANAGEMENT 3Y 1.94% Compass Wealth Management LLC 3Y 1.85% Hillman Capital Management, Inc. 3Y 7Y 1.56% CAMBIAR INVESTORS LLC 3Y 7Y 1.52% MANE GLOBAL CAPITAL MANAGEMENT LP 3Y 1.38% Grantham, Mayo, Van Otterloo & Co. LLC 3Y 7Y 1.36%

FAQ About WORLDQUANT MILLENNIUM ADVISORS LLC and STZ

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

How long has WORLDQUANT MILLENNIUM ADVISORS LLC reported owning STZ?

WORLDQUANT MILLENNIUM ADVISORS LLC reported STZ across 5 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported STZ position in WORLDQUANT MILLENNIUM ADVISORS LLC's portfolio?

The largest reported portfolio weight for STZ was 0.48% in 2023 Q3.

What is the latest reported STZ position on this page?

The most recent filing on this page is 2025 Q3, when WORLDQUANT MILLENNIUM ADVISORS LLC reported 364,502 shares, equal to 0.21% of portfolio, with an estimated market value of $49.1M.

What does the chart on this STZ ownership page compare?

The chart compares WORLDQUANT MILLENNIUM ADVISORS LLC'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.

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