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Alta Capital Management’s Constellation Brands STZ Stock Holding History

Alta 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
2025
Q1 		– Sell
-1,059
Closed -$234K – 93
2024
Q4 		$234K Buy
1,059
+3
+0.3% +$713 0.01% 90
2024
Q3 		$272K Sell
1,056
-8,315
-89% -$2.06M 0.02% 80
2024
Q2 		$2.41M Sell
9,371
-3,012
-24% -$775K 0.15% 57
2024
Q1 		$3.37M Buy
12,383
+35
+0.3% +$8.86K 0.21% 50
2023
Q4 		$2.99M Sell
12,348
-3,220
-21% -$766K 0.19% 51
2023
Q3 		$3.91M Sell
15,568
-1,926
-11% -$503K 0.28% 42
2023
Q2 		$4.31M Sell
17,494
-35,810
-67% -$8.38M 0.3% 41
2023
Q1 		$12M Sell
53,304
-1,737
-3% -$387K 0.89% 33
2022
Q4 		$12.8M Sell
55,041
-1,179
-2% -$282K 0.98% 33
2022
Q3 		$12.9M Sell
56,220
-4,229
-7% -$1.03M 1.01% 33
2022
Q2 		$14.1M Sell
60,449
-2,115
-3% -$515K 1.03% 31
2022
Q1 		$14.4M Buy
62,564
+424
+0.7% +$97.9K 0.84% 33
2021
Q4 		$15.6M Buy
62,140
+550
+0.9% +$125K 0.81% 33
2021
Q3 		$13M Sell
61,590
-56,496
-48% -$12.3M 0.73% 34
2021
Q2 		$27.6M Buy
118,086
+6,787
+6% +$1.59M 0.79% 34
2021
Q1 		$25.4M Buy
111,299
+41,664
+60% +$9.39M 0.78% 35
2020
Q4 		$15.3M Sell
69,635
-67,931
-49% -$13.4M 0.86% 38
2020
Q3 		$26.1M Buy
137,566
+957
+0.7% +$175K 0.83% 37
2020
Q2 		$23.9M Buy
136,609
+7,252
+6% +$1.21M 0.84% 36
2020
Q1 		$18.5M Buy
129,357
+58,490
+83% +$10.3M 0.8% 37
2019
Q4 		$13.4M Buy
70,867
+1,392
+2% +$263K 0.88% 34
2019
Q3 		$14.4M Sell
69,475
-34,914
-33% -$7.01M 1% 31
2019
Q2 		$20.6M Sell
104,389
-2,822
-3% -$551K 1.15% 34
2019
Q1 		$18.8M Buy
+107,211
New +$18.1M 1.11% 36

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alta Capital Management's STZ Position: Q1 2025 in Review

Alta Capital Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,059 shares — an estimated $234K sold.

Alta Capital Management first reported a position in STZ in Q1 2019 and held it in 24 quarters. The position peaked at $27.6M in Q2 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Alta Capital Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Alta Capital Management sold 1,059 Constellation Brands shares in Q1 2025, an estimated $234K.
  • Alta Capital Management first reported a position in Constellation Brands in Q1 2019 and held it in 24 quarters.
  • Alta Capital Management's Constellation Brands position peaked at $27.6M in Q2 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Alta Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.