Nisa Investment Advisors
STZ icon

Nisa Investment Advisors’s Constellation Brands STZ Stock Holding History

Nisa Investment Advisors’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 		$8.81M Sell
58,710
-445
-0.8% -$68.8K 0.03% 287
2025
Q4 		$8.16M Buy
59,155
+8,035
+16% +$1.1M 0.03% 302
2025
Q3 		$6.88M Sell
51,120
-5,860
-10% -$932K 0.03% 337
2025
Q2 		$9.27M Buy
56,980
+1,009
+2% +$181K 0.04% 276
2025
Q1 		$10.3M Sell
55,971
-3,870
-6% -$703K 0.05% 261
2024
Q4 		$13.2M Sell
59,841
-775
-1% -$184K 0.05% 249
2024
Q3 		$15.6M Sell
60,616
-859
-1% -$213K 0.09% 212
2024
Q2 		$15.8M Buy
61,475
+100
+0.2% +$25.7K 0.1% 202
2024
Q1 		$16.7M Sell
61,375
-2,836
-4% -$718K 0.11% 192
2023
Q4 		$15.5M Buy
64,211
+900
+1% +$214K 0.11% 196
2023
Q3 		$15.9M Sell
63,311
-3,050
-5% -$796K 0.12% 185
2023
Q2 		$16.3M Sell
66,361
-476
-0.7% -$111K 0.12% 180
2023
Q1 		$15.1M Buy
66,837
+1,289
+2% +$287K 0.12% 193
2022
Q4 		$15.2M Sell
65,548
-817
-1% -$196K 0.12% 197
2022
Q3 		$15.2M Buy
66,365
+97
+0.1% +$23.6K 0.13% 168
2022
Q2 		$15.4M Buy
66,268
+240
+0.4% +$58.4K 0.14% 162
2022
Q1 		$15.2M Buy
66,028
+2,490
+4% +$575K 0.11% 189
2021
Q4 		$15.1M Sell
63,538
-5,865
-8% -$1.34M 0.11% 189
2021
Q3 		$14.6K Sell
69,403
-500
-0.7% -$109K 0.09% 208
2021
Q2 		$16.4K Sell
69,903
-2,525
-3% -$593K 0.1% 185
2021
Q1 		$16.5K Sell
72,428
-78,217
-52% -$17.6M 0.1% 193
2020
Q4 		$33M Buy
150,645
+76,682
+104% +$15.1M 0.21% 109
2020
Q3 		$14M Sell
73,963
-2,300
-3% -$419K 0.11% 188
2020
Q2 		$13.3M Buy
76,263
+5,098
+7% +$849K 0.12% 172
2020
Q1 		$10.2M Sell
71,165
-2,520
-3% -$445K 0.11% 182
2019
Q4 		$14M Sell
73,685
-3,650
-5% -$689K 0.12% 181
2019
Q3 		$16M Buy
77,335
+950
+1% +$191K 0.14% 157
2019
Q2 		$15M Buy
76,385
+1,212
+2% +$237K 0.14% 158
2019
Q1 		$13.2M Sell
75,173
-850
-1% -$143K 0.13% 169
2018
Q4 		$12.2M Sell
76,023
-800
-1% -$159K 0.14% 160
2018
Q3 		$16.6M Sell
76,823
-370
-0.5% -$78.7K 0.15% 150
2018
Q2 		$16.9M Sell
77,193
-1,143
-1% -$258K 0.17% 133
2018
Q1 		$17.7M Buy
78,336
+500
+0.6% +$110K 0.18% 130
2017
Q4 		$17.8M Sell
77,836
-1,159
-1% -$251K 0.18% 129
2017
Q3 		$15.8M Hold
78,995
– – 0.18% 134
2017
Q2 		$15.2M Sell
78,995
-464
-0.6% -$82.6K 0.18% 139
2017
Q1 		$12.9M Sell
79,459
-5,225
-6% -$814K 0.15% 156
2016
Q4 		$13M Sell
84,684
-2,625
-3% -$417K 0.16% 152
2016
Q3 		$14.5M Sell
87,309
-200
-0.2% -$33K 0.19% 124
2016
Q2 		$14.5M Buy
87,509
+2,625
+3% +$411K 0.19% 118
2016
Q1 		$12.8M Buy
84,884
+1,675
+2% +$242K 0.18% 124
2015
Q4 		$11.9M Sell
83,209
-7,400
-8% -$1.02M 0.17% 139
2015
Q3 		$11.4M Buy
90,609
+8,920
+11% +$1.1M 0.17% 132
2015
Q2 		$9.48M Sell
81,689
-4,700
-5% -$555K 0.13% 162
2015
Q1 		$10M Sell
86,389
-6,300
-7% -$709K 0.14% 156
2014
Q4 		$9.1M Buy
92,689
+9,399
+11% +$861K 0.13% 168
2014
Q3 		$7.26M Sell
83,290
-200
-0.2% -$17.4K 0.1% 198
2014
Q2 		$7.36M Sell
83,490
-700
-0.8% -$57.8K 0.1% 205
2014
Q1 		$7.15M Sell
84,190
-400
-0.5% -$31.8K 0.1% 196
2013
Q4 		$5.95M Buy
84,590
+2,300
+3% +$154K 0.09% 225
2013
Q3 		$4.72M Sell
82,290
-3,400
-4% -$185K 0.07% 258
2013
Q2 		$4.47M Buy
+85,690
New +$4.32M 0.07% 259

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's STZ Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Constellation Brands (STZ) stake by 0.75% in Q1 2026, selling an estimated $68.8K and leaving 58,710 shares worth $8.81M. The position accounts for 0.03% of the portfolio, ranked #287.

Nisa Investment Advisors first reported a position in STZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $33M in Q4 2020. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Nisa Investment Advisors held 58,710 shares of Constellation Brands worth $8.81M as of Q1 2026.
  • Nisa Investment Advisors sold 445 Constellation Brands shares in Q1 2026, an estimated $68.8K.
  • Constellation Brands made up 0.03% of Nisa Investment Advisors's portfolio in Q1 2026, its #287 holding.
  • Nisa Investment Advisors first reported a position in Constellation Brands in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Constellation Brands position peaked at $33M in Q4 2020.
  • 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.