CONSTELLATION BRANDS INC

Constellation Brands (STZ) carries $207.0 million in institutional value across 123 holders as of Q2 2026. The largest position by far belongs to Assenagon Asset Management, which nearly tripled its stake (+197.7% in shares, $31.2 million in flow) to $47.0 million — but Assenagon is classified as a quasi-passive index-type manager, so that jump more likely reflects benchmark rebalancing than a discretionary call on the stock. Among genuinely active holders, the picture is split: Matrix Asset Advisors increased its position 60.5% (a real $3.9 million addition), while Confluence Investment Management, the third-largest holder at $22.2 million, cut its stake 7.0% (-$1.7 million, the largest true reduction in the holder base). Old Republic International's 193,500-share position sat completely unchanged. The most distinctive new entrant is Canandaigua National Bank & Trust — headquartered in the same New York town where Constellation Brands is based — opening a fresh $5.8 million stake, the largest new position this quarter.