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Aviance Capital Partners’s Constellation Brands STZ Stock Holding History

Aviance Capital Partners’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
2026
Q1 		$349K Sell
2,326
-332
-12% -$51.3K 0.04% 290
2025
Q4 		$367K Sell
2,658
-108
-4% -$14.8K 0.04% 275
2025
Q3 		$372K Sell
2,766
-16,081
-85% -$2.56M 0.04% 274
2025
Q2 		$3.07M Buy
18,847
+199
+1% +$35.7K 0.4% 57
2025
Q1 		$3.42M Buy
18,648
+1,137
+6% +$207K 0.48% 46
2024
Q4 		$3.87M Buy
17,511
+677
+4% +$161K 0.53% 40
2024
Q3 		$4.34M Buy
16,834
+221
+1% +$54.8K 0.57% 41
2024
Q2 		$4.27M Buy
16,613
+270
+2% +$69.4K 0.61% 41
2024
Q1 		$4.44M Buy
16,343
+116
+0.7% +$29.4K 0.66% 39
2023
Q4 		$3.92M Sell
16,227
-299
-2% -$71.1K 0.84% 31
2023
Q3 		$4.15M Sell
16,526
-715
-4% -$187K 0.93% 33
2023
Q2 		$4.24M Buy
17,241
+4
+0% +$936 0.9% 31
2023
Q1 		$3.89M Sell
17,237
-237
-1% -$52.7K 0.87% 31
2022
Q4 		$4.05M Buy
17,474
+133
+0.8% +$31.8K 0.94% 28
2022
Q3 		$3.98M Sell
17,341
-374
-2% -$91.1K 0.99% 22
2022
Q2 		$4.13M Buy
17,715
+554
+3% +$135K 0.92% 27
2022
Q1 		$3.95M Buy
17,161
+539
+3% +$124K 0.73% 35
2021
Q4 		$4.17M Buy
16,622
+757
+5% +$173K 0.7% 38
2021
Q3 		$3.34M Buy
15,865
+1,528
+11% +$333K 0.59% 41
2021
Q2 		$3.35M Buy
14,337
+885
+7% +$208K 0.59% 41
2021
Q1 		$3.07M Sell
13,452
-427
-3% -$96.2K 0.59% 48
2020
Q4 		$3.04M Buy
13,879
+182
+1% +$35.8K 0.62% 40
2020
Q3 		$2.6M Buy
13,697
+484
+4% +$88.3K 0.58% 40
2020
Q2 		$2.31M Buy
13,213
+817
+7% +$136K 0.57% 42
2020
Q1 		$1.78M Buy
12,396
+16
+0.1% +$2.82K 0.56% 42
2019
Q4 		$2.35M Sell
12,380
-262
-2% -$49.5K 0.6% 45
2019
Q3 		$2.62M Sell
12,642
-55
-0.4% -$11K 0.77% 28
2019
Q2 		$2.5M Buy
12,697
+78
+0.6% +$15.2K 0.69% 31
2019
Q1 		$2.21M Buy
12,619
+546
+5% +$92K 0.63% 32
2018
Q4 		$1.94M Sell
12,073
-193
-2% -$38.4K 0.68% 31
2018
Q3 		$2.65M Buy
12,266
+416
+4% +$88.4K 0.64% 29
2018
Q2 		$2.59M Sell
11,850
-368
-3% -$83.1K 0.75% 24
2018
Q1 		$2.78M Sell
12,218
-30
-0.2% -$6.61K 0.84% 24
2017
Q4 		$2.8M Buy
12,248
+855
+8% +$185K 0.92% 21
2017
Q3 		$2.27M Sell
11,393
-667
-6% -$132K 0.77% 27
2017
Q2 		$2.34M Buy
12,060
+249
+2% +$44.3K 0.75% 30
2017
Q1 		$1.91M Sell
11,811
-1,029
-8% -$160K 0.7% 33
2016
Q4 		$1.97M Buy
12,840
+1,254
+11% +$199K 0.69% 35
2016
Q3 		$1.93M Sell
11,586
-470
-4% -$77.5K 0.68% 41
2016
Q2 		$1.99M Sell
12,056
-1,715
-12% -$269K 0.73% 37
2016
Q1 		$2.08M Sell
13,771
-4,855
-26% -$701K 0.72% 30
2015
Q4 		$2.65M Buy
18,626
+36
+0.2% +$4.96K 0.91% 21
2015
Q3 		$2.33M Buy
18,590
+195
+1% +$24.1K 0.96% 21
2015
Q2 		$2.13M Buy
18,395
+1,165
+7% +$138K 0.8% 25
2015
Q1 		$2M Buy
17,230
+3,500
+25% +$394K 0.73% 29
2014
Q4 		$1.35M Buy
13,730
+1,200
+10% +$110K 0.5% 49
2014
Q3 		$1.09M Buy
12,530
+565
+5% +$49.1K 0.41% 61
2014
Q2 		$1.05M Buy
11,965
+3,350
+39% +$276K 0.41% 68
2014
Q1 		$732K Buy
+8,615
New +$685K 0.31% 101

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aviance Capital Partners's STZ Position: Q1 2026 in Review

Aviance Capital Partners reduced its Constellation Brands (STZ) stake by 12% in Q1 2026, selling an estimated $51.3K and leaving 2,326 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #290.

Aviance Capital Partners first reported a position in STZ in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.44M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Aviance Capital Partners held 2,326 shares of Constellation Brands worth $349K as of Q1 2026.
  • Aviance Capital Partners sold 332 Constellation Brands shares in Q1 2026, an estimated $51.3K.
  • Constellation Brands made up 0.04% of Aviance Capital Partners's portfolio in Q1 2026, its #290 holding.
  • Aviance Capital Partners first reported a position in Constellation Brands in Q1 2014 and has held it in 49 quarters since.
  • Aviance Capital Partners's Constellation Brands position peaked at $4.44M in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.