Prime Capital Investment Advisors’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
$249K Sell
1,657
-65
-4% -$10K ﹤0.01% 911
2025
Q4
$238K Sell
1,722
-80
-4% -$11K ﹤0.01% 906
2025
Q3
$243K Sell
1,802
-216
-11% -$34.4K ﹤0.01% 875
2025
Q2
$328K Sell
2,018
-5,733
-74% -$1.03M ﹤0.01% 742
2025
Q1
$1.42M Sell
7,751
-4,864
-39% -$884K 0.02% 433
2024
Q4
$2.79M Sell
12,615
-6,066
-32% -$1.44M 0.04% 262
2024
Q3
$4.81M Sell
18,681
-1,435
-7% -$356K 0.07% 195
2024
Q2
$5.18M Buy
20,116
+501
+3% +$129K 0.08% 179
2024
Q1
$5.33M Sell
19,615
-20,871
-52% -$5.28M 0.07% 193
2023
Q4
$9.79M Buy
40,486
+19,872
+96% +$4.73M 0.15% 124
2023
Q3
$5.18M Sell
20,614
-13,421
-39% -$3.5M 0.11% 151
2023
Q2
$8.38M Buy
34,035
+14,667
+76% +$3.43M 0.17% 110
2023
Q1
$4.38M Buy
19,368
+17,904
+1,223% +$3.98M 0.18% 105
2022
Q4
$339K Sell
1,464
-244
-14% -$58.4K 0.01% 402
2022
Q3
$392K Sell
1,708
-140
-8% -$34.1K 0.02% 268
2022
Q2
$431K Sell
1,848
-843
-31% -$205K 0.03% 246
2022
Q1
$675K Hold
2,691
0.04% 199
2021
Q4
$675K Sell
2,691
-24,240
-90% -$5.52M 0.04% 202
2021
Q3
$5.67M Sell
26,931
-3,994
-13% -$872K 0.35% 52
2021
Q2
$7.23M Buy
30,925
+6,754
+28% +$1.59M 0.42% 41
2021
Q1
$5.51M Buy
24,171
+5,177
+27% +$1.17M 0.4% 40
2020
Q4
$4.16M Buy
18,994
+5,596
+42% +$1.1M 0.32% 55
2020
Q3
$2.54M Sell
13,398
-1,045
-7% -$191K 0.21% 92
2020
Q2
$2.53M Sell
14,443
-4,208
-23% -$701K 0.24% 83
2020
Q1
$2.67M Buy
18,651
+288
+2% +$50.8K 0.32% 63
2019
Q4
$3.48M Buy
18,363
+12,397
+208% +$2.34M 0.4% 53
2019
Q3
$1.24M Buy
5,966
+749
+14% +$150K 0.19% 116
2019
Q2
$1.03M Sell
5,217
-17,382
-77% -$3.39M 0.19% 115
2019
Q1
$3.96M Buy
22,599
+4,603
+26% +$775K 1.15% 22
2018
Q4
$2.89M Sell
17,996
-824
-4% -$164K 1.05% 24
2018
Q3
$4.06M Buy
18,820
+11,467
+156% +$2.44M 1.29% 25
2018
Q2
$1.61M Buy
7,353
+3,433
+88% +$775K 0.68% 46
2018
Q1
$893K Hold
3,920
0.63% 39
2017
Q4
$896K Buy
+3,920
New +$847K 0.69% 40

Other funds holding STZ

Prime Capital Investment Advisors's STZ Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Constellation Brands (STZ) stake by 3.8% in Q1 2026, selling an estimated $10K and leaving 1,657 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Prime Capital Investment Advisors first reported a position in STZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.79M in Q4 2023. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Prime Capital Investment Advisors held 1,657 shares of Constellation Brands worth $249K as of Q1 2026.
  • Prime Capital Investment Advisors sold 65 Constellation Brands shares in Q1 2026, an estimated $10K.
  • Constellation Brands made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #911 holding.
  • Prime Capital Investment Advisors first reported a position in Constellation Brands in Q4 2017 and has held it in 34 quarters since.
  • Prime Capital Investment Advisors's Constellation Brands position peaked at $9.79M in Q4 2023.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.