Morgan Stanley’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 | $381M | Sell |
2,539,665
-185,509
| -7% | -$28.7M | 0.02% | 640 |
|
|
2025
Q4 | $376M | Sell |
2,725,174
-35,323
| -1% | -$4.85M | 0.02% | 638 |
|
|
2025
Q3 | $372M | Sell |
2,760,497
-98,063
| -3% | -$15.6M | 0.02% | 635 |
|
|
2025
Q2 | $465M | Sell |
2,858,560
-457,013
| -14% | -$82M | 0.03% | 526 |
|
|
2025
Q1 | $608M | Sell |
3,315,573
-4,741,716
| -59% | -$861M | 0.04% | 404 |
|
|
2024
Q4 | $1.78B | Sell |
8,057,289
-456,652
| -5% | -$108M | 0.12% | 145 |
|
|
2024
Q3 | $2.19B | Buy |
8,513,941
+456,304
| +6% | +$113M | 0.16% | 113 |
|
|
2024
Q2 | $2.07B | Buy |
8,057,637
+1,863,926
| +30% | +$479M | 0.16% | 118 |
|
|
2024
Q1 | $1.68B | Sell |
6,193,711
-2,343,081
| -27% | -$593M | 0.14% | 141 |
|
|
2023
Q4 | $2.06B | Buy |
8,536,792
+4,486,324
| +111% | +$1.07B | 0.09% | 205 |
|
|
2023
Q3 | $1.02B | Buy |
4,050,468
+58,518
| +1% | +$15.3M | 0.1% | 185 |
|
|
2023
Q2 | $983M | Buy |
3,991,950
+283,241
| +8% | +$66.3M | 0.1% | 198 |
|
|
2023
Q1 | $838M | Sell |
3,708,709
-100,564
| -3% | -$22.4M | 0.09% | 223 |
|
|
2022
Q4 | $883M | Buy |
3,809,273
+909,562
| +31% | +$218M | 0.1% | 203 |
|
|
2022
Q3 | $666M | Buy |
2,899,711
+46,711
| +2% | +$11.4M | 0.09% | 216 |
|
|
2022
Q2 | $665M | Buy |
2,853,000
+642,326
| +29% | +$156M | 0.09% | 222 |
|
|
2022
Q1 | $509M | Buy |
2,210,674
+129,301
| +6% | +$29.9M | 0.07% | 263 |
|
|
2021
Q4 | $522M | Sell |
2,081,373
-49,229
| -2% | -$11.2M | 0.06% | 284 |
|
|
2021
Q3 | $449M | Buy |
2,130,602
+445,523
| +26% | +$97.2M | 0.06% | 292 |
|
|
2021
Q2 | $394M | Buy |
1,685,079
+171,063
| +11% | +$40.2M | 0.05% | 328 |
|
|
2021
Q1 | $345M | Sell |
1,514,016
-5,990
| -0.4% | -$1.35M | 0.05% | 322 |
|
|
2020
Q4 | $333M | Buy |
1,520,006
+167,352
| +12% | +$32.9M | 0.05% | 318 |
|
|
2020
Q3 | $256M | Sell |
1,352,654
-2,838
| -0.2% | -$518K | 0.05% | 320 |
|
|
2020
Q2 | $237M | Sell |
1,355,492
-309,981
| -19% | -$51.6M | 0.05% | 305 |
|
|
2020
Q1 | $239M | Sell |
1,665,473
-1,062,704
| -39% | -$188M | 0.06% | 266 |
|
|
2019
Q4 | $518M | Buy |
2,728,177
+14,556
| +0.5% | +$2.75M | 0.12% | 163 |
|
|
2019
Q3 | $562M | Sell |
2,713,621
-208,546
| -7% | -$41.9M | 0.15% | 145 |
|
|
2019
Q2 | $575M | Sell |
2,922,167
-510,198
| -15% | -$99.6M | 0.15% | 144 |
|
|
2019
Q1 | $602M | Buy |
3,432,365
+248,440
| +8% | +$41.8M | 0.17% | 128 |
|
|
2018
Q4 | $512M | Sell |
3,183,925
-847,110
| -21% | -$168M | 0.15% | 146 |
|
|
2018
Q3 | $869M | Buy |
4,031,035
+523,453
| +15% | +$111M | 0.22% | 99 |
|
|
2018
Q2 | $768M | Buy |
3,507,582
+678,164
| +24% | +$153M | 0.21% | 103 |
|
|
2018
Q1 | $645M | Buy |
2,829,418
+157,554
| +6% | +$34.7M | 0.18% | 116 |
|
|
2017
Q4 | $611M | Buy |
2,671,864
+217,635
| +9% | +$47M | 0.17% | 125 |
|
|
2017
Q3 | $489M | Sell |
2,454,229
-199,999
| -8% | -$39.6M | 0.15% | 154 |
|
|
2017
Q2 | $514M | Buy |
2,654,228
+476,837
| +22% | +$84.9M | 0.16% | 151 |
|
|
2017
Q1 | $353M | Buy |
2,177,391
+207,857
| +11% | +$32.4M | 0.11% | 198 |
|
|
2016
Q4 | $302M | Sell |
1,969,534
-62,819
| -3% | -$9.98M | 0.1% | 213 |
|
|
2016
Q3 | $338M | Sell |
2,032,353
-267,216
| -12% | -$44.1M | 0.12% | 190 |
|
|
2016
Q2 | $380M | Buy |
2,299,569
+697,007
| +43% | +$109M | 0.14% | 164 |
|
|
2016
Q1 | $242M | Buy |
1,602,562
+231,697
| +17% | +$33.5M | 0.09% | 243 |
|
|
2015
Q4 | $195M | Buy |
1,370,865
+269,796
| +25% | +$37.1M | 0.07% | 296 |
|
|
2015
Q3 | $138M | Sell |
1,101,069
-475,706
| -30% | -$58.7M | 0.05% | 377 |
|
|
2015
Q2 | $183M | Buy |
1,576,775
+653,905
| +71% | +$77.2M | 0.06% | 327 |
|
|
2015
Q1 | $107M | Buy |
922,870
+228,993
| +33% | +$25.8M | 0.04% | 481 |
|
|
2014
Q4 | $68.1M | Sell |
693,877
-161,987
| -19% | -$14.8M | 0.02% | 690 |
|
|
2014
Q3 | $74.6M | Buy |
855,864
+240,324
| +39% | +$20.9M | 0.03% | 636 |
|
|
2014
Q2 | $54.2M | Buy |
615,540
+182,678
| +42% | +$15.1M | 0.02% | 756 |
|
|
2014
Q1 | $36.8M | Sell |
432,862
-178,103
| -29% | -$14.2M | 0.02% | 925 |
|
|
2013
Q4 | $43M | Buy |
610,965
+291,884
| +91% | +$19.5M | 0.02% | 815 |
|
|
2013
Q3 | $18.3M | Buy |
319,081
+31,659
| +11% | +$1.72M | 0.01% | 1289 |
|
|
2013
Q2 | $15M | Buy |
+287,422
| New | +$14.5M | 0.01% | 1390 |
|
Other funds holding STZ
VCM
VPM
Morgan Stanley's STZ Position: Q1 2026 in Review
Morgan Stanley reduced its Constellation Brands (STZ) stake by 6.8% in Q1 2026, selling an estimated $28.7M and leaving 2,539,665 shares worth $381M. The position accounts for 0.02% of the portfolio, ranked #640.
Morgan Stanley first reported a position in STZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.19B in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Morgan Stanley held 2,539,665 shares of Constellation Brands worth $381M as of Q1 2026.
- Morgan Stanley sold 185,509 Constellation Brands shares in Q1 2026, an estimated $28.7M.
- Constellation Brands made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #640 holding.
- Morgan Stanley first reported a position in Constellation Brands in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Constellation Brands position peaked at $2.19B in Q3 2024.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.