Jefferies Group's STZ Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 106,112 shares of Constellation Brands, Inc. (STZ) worth $14.64 M, representing 0.07% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in STZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 106,112 shares. Largest reduction occurred in Q2 2019, reducing 7,977 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Constellation Brands (STZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Constellation Brands (STZ) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +7,977 | New Buy | 7,977 | $175.38 |
| Q2 2019 | -7,977 | Sold Out | 0 | $0.00 |
| Q4 2022 | +2,195 | New Buy | 2,195 | $231.75 |
| Q1 2023 | +4,555 | Add 207.52% | 6,750 | $225.89 |
| Q2 2023 | -6,750 | Sold Out | 0 | $0.00 |
| Q3 2023 | +1,887 | New Buy | 1,887 | $251.33 |
| Q4 2023 | -1,887 | Sold Out | 0 | $0.00 |
| Q4 2024 | +4,271 | New Buy | 4,271 | $220.98 |
| Q1 2025 | +1,851 | Add 43.34% | 6,122 | $183.51 |
| Q2 2025 | -6,122 | Sold Out | 0 | $0.00 |
| Q4 2025 | +106,112 | New Buy | 106,112 | $137.96 |
Jefferies Group's Constellation Brands Investment FAQs
Jefferies Group first purchased Constellation Brands, Inc. (STZ) in Q1 2019, acquiring 7,977 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Constellation Brands, Inc. (STZ) for 11 quarters since Q1 2019.
Jefferies Group's largest addition to Constellation Brands, Inc. (STZ) was in Q4 2025, adding 106,112 shares worth $14.64 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 106,112 shares of Constellation Brands, Inc. (STZ), valued at approximately $14.64 M.
As of the Q4 2025 filing, Constellation Brands, Inc. (STZ) represents approximately 0.07% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Constellation Brands, Inc. (STZ) was 106,112 shares, as reported at the end of Q4 2025.