Horizon Investments’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 | $1.53M | Buy |
10,264
+862
| +9% | +$133K | 0.02% | 552 |
|
|
2025
Q4 | $1.3M | Buy |
9,402
+2,243
| +31% | +$308K | 0.02% | 574 |
|
|
2025
Q3 | $957K | Buy |
7,159
+1,776
| +33% | +$282K | 0.01% | 631 |
|
|
2025
Q2 | $871K | Buy |
5,383
+2,660
| +98% | +$477K | 0.01% | 600 |
|
|
2025
Q1 | $497K | Buy |
2,723
+103
| +4% | +$18.7K | 0.01% | 374 |
|
|
2024
Q4 | $576K | Buy |
2,620
+54
| +2% | +$12.8K | 0.02% | 345 |
|
|
2024
Q3 | $658K | Buy |
2,566
+347
| +16% | +$86K | 0.02% | 320 |
|
|
2024
Q2 | $571K | Sell |
2,219
-135
| -6% | -$34.7K | 0.02% | 346 |
|
|
2024
Q1 | $637K | Buy |
2,354
+164
| +7% | +$41.5K | 0.02% | 318 |
|
|
2023
Q4 | $528K | Sell |
2,190
-91
| -4% | -$21.6K | 0.01% | 329 |
|
|
2023
Q3 | $571K | Buy |
2,281
+133
| +6% | +$34.7K | 0.02% | 265 |
|
|
2023
Q2 | $527K | Buy |
2,148
+193
| +10% | +$45.2K | 0.02% | 284 |
|
|
2023
Q1 | $440K | Buy |
1,955
+169
| +9% | +$37.6K | 0.01% | 317 |
|
|
2022
Q4 | $412K | Buy |
1,786
+22
| +1% | +$5.27K | 0.01% | 405 |
|
|
2022
Q3 | $404K | Buy |
1,764
+402
| +30% | +$98K | 0.01% | 360 |
|
|
2022
Q2 | $316K | Sell |
1,362
-101
| -7% | -$24.6K | 0.01% | 363 |
|
|
2022
Q1 | $336K | Buy |
1,463
+237
| +19% | +$54.7K | 0.01% | 422 |
|
|
2021
Q4 | $307K | Buy |
1,226
+101
| +9% | +$23K | 0.01% | 397 |
|
|
2021
Q3 | $236K | Buy |
1,125
+48
| +4% | +$10.5K | 0.01% | 439 |
|
|
2021
Q2 | $251K | Sell |
1,077
-4,230
| -80% | -$993K | 0.01% | 419 |
|
|
2021
Q1 | $1.21M | Buy |
5,307
+45
| +0.9% | +$10.1K | 0.04% | 179 |
|
|
2020
Q4 | $1.15M | Buy |
5,262
+3,936
| +297% | +$774K | 1.31% | 22 |
|
|
2020
Q3 | $251K | Sell |
1,326
-1,182
| -47% | -$216K | 0.01% | 354 |
|
|
2020
Q2 | $439K | Buy |
2,508
+969
| +63% | +$161K | 0.01% | 335 |
|
|
2020
Q1 | $221K | Sell |
1,539
-65
| -4% | -$11.5K | 0.01% | 266 |
|
|
2019
Q4 | $304K | Buy |
1,604
+522
| +48% | +$98.6K | 0.01% | 400 |
|
|
2019
Q3 | $224K | Sell |
1,082
-42
| -4% | -$8.43K | 0.01% | 347 |
|
|
2019
Q2 | $221K | Buy |
+1,124
| New | +$219K | 0.01% | 520 |
|
|
2018
Q3 | – | Sell |
-7,427
| Closed | -$1.63M | – | 289 |
|
|
2018
Q2 | $1.63M | Buy |
7,427
+1,204
| +19% | +$272K | 0.07% | 92 |
|
|
2018
Q1 | $1.42M | Buy |
6,223
+777
| +14% | +$171K | 0.06% | 101 |
|
|
2017
Q4 | $1.24M | Buy |
+5,446
| New | +$1.18M | 0.08% | 87 |
|
Other funds holding STZ
VCM
VPM
Horizon Investments's STZ Position: Q1 2026 in Review
Horizon Investments increased its Constellation Brands (STZ) stake by 9.2% in Q1 2026, buying an estimated $133K and bringing the position to 10,264 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #552.
Horizon Investments first reported a position in STZ in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.63M in Q2 2018. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Horizon Investments held 10,264 shares of Constellation Brands worth $1.53M as of Q1 2026.
- Horizon Investments bought 862 Constellation Brands shares in Q1 2026, an estimated $133K.
- Constellation Brands made up 0.02% of Horizon Investments's portfolio in Q1 2026, its #552 holding.
- Horizon Investments first reported a position in Constellation Brands in Q4 2017 and has held it in 31 quarters since.
- Horizon Investments's Constellation Brands position peaked at $1.63M in Q2 2018.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.