Capstone Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $255K | Sell |
1,700
-12,600
| -88% | -$1.95M | ﹤0.01% | 1426 |
|
|
2025
Q4 | $1.97M | Buy |
14,300
+9,300
| +186% | +$1.28M | ﹤0.01% | 634 |
|
|
2025
Q3 | $673K | Buy |
5,000
+400
| +9% | +$63.6K | ﹤0.01% | 1198 |
|
|
2025
Q2 | $748K | Sell |
4,600
-136,900
| -97% | -$24.6M | ﹤0.01% | 953 |
|
|
2025
Q1 | $26M | Buy |
141,500
+126,200
| +825% | +$22.9M | 0.07% | 137 |
|
|
2024
Q4 | $3.38M | Buy |
15,300
+3,600
| +31% | +$855K | 0.01% | 671 |
|
|
2024
Q3 | $3.01M | Buy |
11,700
+1,400
| +14% | +$347K | 0.01% | 603 |
|
|
2024
Q2 | $2.65M | Buy |
10,300
+200
| +2% | +$51.4K | 0.01% | 627 |
|
|
2024
Q1 | $2.74M | Sell |
10,100
-1,100
| -10% | -$278K | 0.01% | 647 |
|
|
2023
Q4 | $2.71M | Buy |
11,200
+5,800
| +107% | +$1.38M | 0.01% | 726 |
|
|
2023
Q3 | $1.36M | Buy |
5,400
+2,600
| +93% | +$679K | 0.01% | 872 |
|
|
2023
Q2 | $689K | Buy |
2,800
+1,000
| +56% | +$234K | ﹤0.01% | 1014 |
|
|
2023
Q1 | $407K | Sell |
1,800
-2,600
| -59% | -$579K | ﹤0.01% | 1076 |
|
|
2022
Q4 | $1.02M | Buy |
4,400
+500
| +13% | +$120K | 0.01% | 929 |
|
|
2022
Q3 | $896K | Buy |
3,900
+300
| +8% | +$73.1K | 0.01% | 1076 |
|
|
2022
Q2 | $839K | Sell |
3,600
-4,900
| -58% | -$1.19M | ﹤0.01% | 1081 |
|
|
2022
Q1 | $1.96M | Sell |
8,500
-19,400
| -70% | -$4.48M | 0.01% | 1058 |
|
|
2021
Q4 | $7M | Sell |
27,900
-1,500
| -5% | -$342K | 0.01% | 725 |
|
|
2021
Q3 | $6.19M | Buy |
29,400
+9,400
| +47% | +$2.05M | 0.01% | 782 |
|
|
2021
Q2 | $4.68M | Buy |
20,000
+5,600
| +39% | +$1.31M | 0.01% | 739 |
|
|
2021
Q1 | $3.28M | Sell |
14,400
-6,200
| -30% | -$1.4M | 0.01% | 769 |
|
|
2020
Q4 | $4.51M | Buy |
20,600
+3,700
| +22% | +$727K | 0.02% | 628 |
|
|
2020
Q3 | $3.2M | Buy |
16,900
+2,700
| +19% | +$492K | 0.02% | 654 |
|
|
2020
Q2 | $2.48M | Buy |
14,200
+600
| +4% | +$99.9K | 0.02% | 640 |
|
|
2020
Q1 | $1.95M | Sell |
13,600
-12,700
| -48% | -$2.24M | 0.03% | 529 |
|
|
2019
Q4 | $4.99M | Buy |
26,300
+5,900
| +29% | +$1.11M | 0.03% | 556 |
|
|
2019
Q3 | $4.23M | Buy |
20,400
+5,900
| +41% | +$1.18M | 0.03% | 502 |
|
|
2019
Q2 | $2.86M | Buy |
14,500
+2,700
| +23% | +$527K | 0.02% | 639 |
|
|
2019
Q1 | $2.07M | Buy |
11,800
+6,200
| +111% | +$1.04M | 0.02% | 594 |
|
|
2018
Q4 | $901K | Buy |
5,600
+1,000
| +22% | +$199K | 0.01% | 650 |
|
|
2018
Q3 | $992K | Buy |
+4,600
| New | +$978K | 0.01% | 598 |
|
|
2013
Q4 | – | Sell |
-33,100
| Closed | -$1.9M | – | 554 |
|
|
2013
Q3 | $1.9M | Sell |
33,100
-47,100
| -59% | -$2.56M | 0.02% | 348 |
|
|
2013
Q2 | $4.18M | Buy |
+80,200
| New | +$4.04M | 0.04% | 161 |
|
Other funds holding STZ
VCM
VPM
Capstone Investment Advisors's STZ Position: Q1 2026 in Review
Capstone Investment Advisors sold out of Constellation Brands (STZ) in Q1 2026, closing a stake of 5,380 shares — an estimated $831K sold.
Capstone Investment Advisors first reported a position in STZ in Q4 2016 and held it in 27 quarters. The position peaked at $8.2M in Q3 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Capstone Investment Advisors reported no remaining Constellation Brands position as of Q1 2026 after selling out during the quarter.
- Capstone Investment Advisors sold 5,380 Constellation Brands shares in Q1 2026, an estimated $831K.
- Capstone Investment Advisors first reported a position in Constellation Brands in Q4 2016 and held it in 27 quarters.
- Capstone Investment Advisors's Constellation Brands position peaked at $8.2M in Q3 2021.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.