Kovitz Investment Group Partners
STZ icon

Kovitz Investment Group Partners’s Constellation Brands STZ Stock Holding History

Kovitz Investment Group 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 		$3.1M Buy
20,641
+2,320
+13% +$358K 0.07% 174
2025
Q4 		$2.53M Buy
18,321
+15,980
+683% +$2.19M 0.06% 207
2025
Q3 		$315K Sell
2,341
-7,038
-75% -$1.12M ﹤0.01% 1181
2025
Q2 		$1.53M Sell
9,379
-25,549
-73% -$4.58M 0.01% 702
2025
Q1 		$6.41M Sell
34,928
-348,977
-91% -$63.4M 0.03% 355
2024
Q4 		$84.8M Buy
383,905
+343,672
+854% +$81.7M 0.42% 66
2024
Q3 		$9.83M Buy
40,233
+9,651
+32% +$2.39M 0.07% 231
2024
Q2 		$7.87M Sell
30,582
-6,873
-18% -$1.77M 0.07% 215
2024
Q1 		$10.2M Buy
37,455
+22,453
+150% +$5.68M 0.13% 113
2023
Q4 		$3.63M Sell
15,002
-5,201
-26% -$1.24M 0.06% 195
2023
Q3 		$5.08M Sell
20,203
-920
-4% -$240K 0.09% 134
2023
Q2 		$5.2M Sell
21,123
-2,801
-12% -$655K 0.08% 140
2023
Q1 		$5.4M Sell
23,924
-3,153
-12% -$702K 0.09% 142
2022
Q4 		$6.28M Buy
27,077
+2,050
+8% +$491K 0.12% 115
2022
Q3 		$5.75M Sell
25,027
-82
-0.3% -$20K 0.13% 111
2022
Q2 		$5.85M Sell
25,109
-6,761
-21% -$1.65M 0.13% 121
2022
Q1 		$7.34M Buy
31,870
+12,324
+63% +$2.85M 0.14% 108
2021
Q4 		$4.28M Sell
19,546
-15,236
-44% -$3.47M 0.1% 141
2021
Q3 		$7.33M Buy
34,782
+1,589
+5% +$347K 0.15% 99
2021
Q2 		$7.76M Buy
33,193
+11,391
+52% +$2.67M 0.15% 102
2021
Q1 		$4.97M Buy
21,802
+2,382
+12% +$537K 0.12% 138
2020
Q4 		$4.25M Sell
19,420
-2,368
-11% -$466K 0.1% 135
2020
Q3 		$4.13M Buy
21,788
+4,266
+24% +$778K 0.12% 123
2020
Q2 		$3.07M Buy
17,522
+13,040
+291% +$2.17M 0.09% 146
2020
Q1 		$643K Buy
4,482
+2,407
+116% +$425K 0.02% 279
2019
Q4 		$394K Buy
2,075
+44
+2% +$8.31K 0.01% 334
2019
Q3 		$421K Buy
2,031
+6
+0.3% +$1.21K 0.01% 325
2019
Q2 		$399K Sell
2,025
-18
-0.9% -$3.51K 0.01% 318
2019
Q1 		$358K Buy
+2,043
New +$344K 0.01% 328

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

Kovitz Investment Group Partners's STZ Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Constellation Brands (STZ) stake by 13% in Q1 2026, buying an estimated $358K and bringing the position to 20,641 shares worth $3.1M. The position accounts for 0.07% of the portfolio, ranked #174.

Kovitz Investment Group Partners first reported a position in STZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $84.8M in Q4 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Kovitz Investment Group Partners held 20,641 shares of Constellation Brands worth $3.1M as of Q1 2026.
  • Kovitz Investment Group Partners bought 2,320 Constellation Brands shares in Q1 2026, an estimated $358K.
  • Constellation Brands made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #174 holding.
  • Kovitz Investment Group Partners first reported a position in Constellation Brands in Q1 2019 and has held it in 29 quarters since.
  • Kovitz Investment Group Partners's Constellation Brands position peaked at $84.8M in Q4 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.