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Palisade Capital Management’s Constellation Brands STZ Stock Holding History

Palisade Capital Management’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 		$555K Sell
3,700
-450
-11% -$69.5K 0.02% 266
2025
Q4 		$573K Sell
4,150
-1,200
-22% -$165K 0.02% 321
2025
Q3 		$720K Hold
5,350
– – 0.02% 325
2025
Q2 		$870K Hold
5,350
– – 0.02% 314
2025
Q1 		$982K Sell
5,350
-600
-10% -$109K 0.03% 290
2024
Q4 		$1.31M Sell
5,950
-100
-2% -$23.8K 0.04% 277
2024
Q3 		$1.56M Sell
6,050
-50
-0.8% -$12.4K 0.04% 264
2024
Q2 		$1.57M Hold
6,100
– – 0.04% 258
2024
Q1 		$1.66M Sell
6,100
-5,350
-47% -$1.35M 0.04% 248
2023
Q4 		$2.77M Hold
11,450
– – 0.07% 206
2023
Q3 		$2.88M Sell
11,450
-10
-0.1% -$2.61K 0.08% 195
2023
Q2 		$2.82M Hold
11,460
– – 0.08% 209
2023
Q1 		$2.59M Hold
11,460
– – 0.07% 234
2022
Q4 		$2.66M Hold
11,460
– – 0.07% 242
2022
Q3 		$2.63M Hold
11,460
– – 0.07% 243
2022
Q2 		$2.67M Sell
11,460
-50
-0.4% -$12.2K 0.07% 241
2022
Q1 		$2.65M Buy
11,510
+10
+0.1% +$2.31K 0.06% 271
2021
Q4 		$2.89M Sell
11,500
-20
-0.2% -$4.56K 0.06% 276
2021
Q3 		$2.43M Sell
11,520
-460
-4% -$100K 0.05% 276
2021
Q2 		$2.8M Sell
11,980
-160
-1% -$37.6K 0.06% 270
2021
Q1 		$2.77M Sell
12,140
-30
-0.2% -$6.76K 0.07% 264
2020
Q4 		$2.67M Sell
12,170
-300
-2% -$59K 0.07% 265
2020
Q3 		$2.36M Sell
12,470
-1,900
-13% -$347K 0.07% 267
2020
Q2 		$2.51M Sell
14,370
-250
-2% -$41.6K 0.08% 252
2020
Q1 		$2.1M Sell
14,620
-2,810
-16% -$496K 0.07% 273
2019
Q4 		$3.31M Sell
17,430
-3,644
-17% -$688K 0.09% 247
2019
Q3 		$4.37M Sell
21,074
-5,484
-21% -$1.1M 0.13% 200
2019
Q2 		$5.23M Sell
26,558
-9,239
-26% -$1.8M 0.16% 173
2019
Q1 		$6.28M Sell
35,797
-20,339
-36% -$3.43M 0.2% 148
2018
Q4 		$9.03M Sell
56,136
-7,731
-12% -$1.54M 0.33% 99
2018
Q3 		$13.8M Buy
63,867
+5,935
+10% +$1.26M 0.38% 82
2018
Q2 		$12.7M Sell
57,932
-69
-0.1% -$15.6K 0.37% 87
2018
Q1 		$13.2M Buy
58,001
+10,482
+22% +$2.31M 0.45% 66
2017
Q4 		$10.9M Buy
47,519
+552
+1% +$119K 0.37% 88
2017
Q3 		$9.37M Sell
46,967
-6,089
-11% -$1.21M 0.33% 101
2017
Q2 		$10.3M Buy
53,056
+1,361
+3% +$242K 0.39% 85
2017
Q1 		$8.38M Buy
51,695
+11,761
+29% +$1.83M 0.32% 98
2016
Q4 		$6.12M Buy
39,934
+22,148
+125% +$3.52M 0.23% 130
2016
Q3 		$2.96M Buy
17,786
+1,530
+9% +$252K 0.11% 255
2016
Q2 		$2.69M Sell
16,256
-3,744
-19% -$586K 0.1% 289
2016
Q1 		$3.02M Buy
20,000
+14,172
+243% +$2.05M 0.1% 287
2015
Q4 		$830K Buy
+5,828
New +$802K 0.03% 423

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

Palisade Capital Management's STZ Position: Q1 2026 in Review

Palisade Capital Management reduced its Constellation Brands (STZ) stake by 11% in Q1 2026, selling an estimated $69.5K and leaving 3,700 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #266.

Palisade Capital Management first reported a position in STZ in Q4 2015 and has held it in 42 quarters since. The position peaked at $13.8M in Q3 2018. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Palisade Capital Management held 3,700 shares of Constellation Brands worth $555K as of Q1 2026.
  • Palisade Capital Management sold 450 Constellation Brands shares in Q1 2026, an estimated $69.5K.
  • Constellation Brands made up 0.02% of Palisade Capital Management's portfolio in Q1 2026, its #266 holding.
  • Palisade Capital Management first reported a position in Constellation Brands in Q4 2015 and has held it in 42 quarters since.
  • Palisade Capital Management's Constellation Brands position peaked at $13.8M in Q3 2018.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.