UBS Group’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 | $240K | Sell |
1,600
-58,800
| -97% | -$9.08M | ﹤0.01% | 6532 |
|
|
2025
Q4 | $8.33M | Hold |
60,400
| – | – | ﹤0.01% | 3484 |
|
|
2025
Q3 | $8.13M | Buy |
60,400
+14,900
| +33% | +$2.37M | ﹤0.01% | 3519 |
|
|
2025
Q2 | $7.4M | Sell |
45,500
-3,200
| -7% | -$574K | ﹤0.01% | 3444 |
|
|
2025
Q1 | $8.94M | Buy |
48,700
+16,600
| +52% | +$3.02M | ﹤0.01% | 3156 |
|
|
2024
Q4 | $7.09M | Buy |
32,100
+25,100
| +359% | +$5.96M | ﹤0.01% | 3443 |
|
|
2024
Q3 | $1.8M | Buy |
+7,000
| New | +$1.74M | ﹤0.01% | 4101 |
|
|
2024
Q2 | – | Sell |
-16,600
| Closed | -$4.51M | – | 10064 |
|
|
2024
Q1 | $4.51M | Sell |
16,600
-84,300
| -84% | -$21.3M | ﹤0.01% | 3082 |
|
|
2023
Q4 | $24.4M | Sell |
100,900
-8,100
| -7% | -$1.93M | 0.01% | 1450 |
|
|
2023
Q3 | $27.4M | Buy |
109,000
+100
| +0.1% | +$26.1K | 0.01% | 1246 |
|
|
2023
Q2 | $26.8M | Sell |
108,900
-119,500
| -52% | -$28M | 0.01% | 1217 |
|
|
2023
Q1 | $51.6M | Buy |
228,400
+26,900
| +13% | +$5.99M | 0.02% | 764 |
|
|
2022
Q4 | $46.7M | Buy |
201,500
+89,500
| +80% | +$21.4M | 0.02% | 839 |
|
|
2022
Q3 | $25.7M | Buy |
112,000
+57,100
| +104% | +$13.9M | 0.01% | 1106 |
|
|
2022
Q2 | $12.8M | Buy |
54,900
+48,900
| +815% | +$11.9M | 0.01% | 1635 |
|
|
2022
Q1 | $1.38M | Sell |
6,000
-23,000
| -79% | -$5.31M | ﹤0.01% | 3786 |
|
|
2021
Q4 | $7.28M | Buy |
29,000
+10,000
| +53% | +$2.28M | ﹤0.01% | 2443 |
|
|
2021
Q3 | $4M | Buy |
19,000
+9,000
| +90% | +$1.96M | ﹤0.01% | 2909 |
|
|
2021
Q2 | $2.34M | Buy |
+10,000
| New | +$2.35M | ﹤0.01% | 3438 |
|
|
2021
Q1 | – | Sell |
-93,400
| Closed | -$20.5M | – | 9447 |
|
|
2020
Q4 | $20.5M | Buy |
+93,400
| New | +$18.4M | 0.01% | 1332 |
|
|
2019
Q4 | – | Sell |
-12,800
| Closed | -$2.65M | – | 8390 |
|
|
2019
Q3 | $2.65M | Buy |
+12,800
| New | +$2.57M | ﹤0.01% | 3021 |
|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$1.61M | – | 8146 |
|
|
2018
Q4 | $1.61M | Sell |
10,000
-40,700
| -80% | -$8.09M | ﹤0.01% | 3249 |
|
|
2018
Q3 | $10.9M | Sell |
50,700
-35,700
| -41% | -$7.59M | ﹤0.01% | 1701 |
|
|
2018
Q2 | $18.9M | Sell |
86,400
-1,705,700
| -95% | -$385M | 0.01% | 1211 |
|
|
2018
Q1 | $408M | Buy |
1,792,100
+1,778,900
| +13,477% | +$392M | 0.18% | 133 |
|
|
2017
Q4 | $3.02M | Sell |
13,200
-30,000
| -69% | -$6.48M | ﹤0.01% | 2833 |
|
|
2017
Q3 | $8.62M | Buy |
+43,200
| New | +$8.55M | ﹤0.01% | 1728 |
|
|
2017
Q2 | – | Sell |
-504,200
| Closed | -$81.7M | – | 7967 |
|
|
2017
Q1 | $81.7M | Buy |
504,200
+499,400
| +10,404% | +$77.8M | 0.04% | 392 |
|
|
2016
Q4 | $736K | Hold |
4,800
| – | – | ﹤0.01% | 3819 |
|
|
2016
Q3 | $799K | Hold |
4,800
| – | – | ﹤0.01% | 3579 |
|
|
2016
Q2 | $794K | Buy |
+4,800
| New | +$752K | ﹤0.01% | 3569 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$14K | – | 8144 |
|
|
2015
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 7073 |
|
|
2015
Q3 | $13K | Sell |
100
-1,100
| -92% | -$136K | ﹤0.01% | 7085 |
|
|
2015
Q2 | $139K | Sell |
1,200
-400
| -25% | -$47.2K | ﹤0.01% | 5158 |
|
|
2015
Q1 | $186K | Sell |
1,600
-900
| -36% | -$101K | ﹤0.01% | 4947 |
|
|
2014
Q4 | $245K | Buy |
+2,500
| New | +$229K | ﹤0.01% | 4841 |
|
Other funds holding STZ
VCM
VPM
UBS Group's STZ Position: Q1 2026 in Review
UBS Group increased its Constellation Brands (STZ) stake by 4% in Q1 2026, buying an estimated $6.85M and bringing the position to 1,145,340 shares worth $172M. The position accounts for 0.03% of the portfolio, ranked #693.
UBS Group first reported a position in STZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $212M in Q1 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- UBS Group held 1,145,340 shares of Constellation Brands worth $172M as of Q1 2026.
- UBS Group bought 44,361 Constellation Brands shares in Q1 2026, an estimated $6.85M.
- Constellation Brands made up 0.03% of UBS Group's portfolio in Q1 2026, its #693 holding.
- UBS Group first reported a position in Constellation Brands in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Constellation Brands position peaked at $212M in Q1 2024.
- 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.