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
-38,200
| -96% | -$5.9M | ﹤0.01% | 6533 |
|
|
2025
Q4 | $5.49M | Sell |
39,800
-18,300
| -31% | -$2.51M | ﹤0.01% | 3937 |
|
|
2025
Q3 | $7.82M | Sell |
58,100
-16,100
| -22% | -$2.56M | ﹤0.01% | 3559 |
|
|
2025
Q2 | $12.1M | Buy |
74,200
+3,100
| +4% | +$556K | ﹤0.01% | 2885 |
|
|
2025
Q1 | $13M | Buy |
71,100
+27,800
| +64% | +$5.05M | ﹤0.01% | 2778 |
|
|
2024
Q4 | $9.57M | Buy |
43,300
+36,300
| +519% | +$8.62M | ﹤0.01% | 3105 |
|
|
2024
Q3 | $1.8M | Buy |
+7,000
| New | +$1.74M | ﹤0.01% | 4102 |
|
|
2024
Q2 | – | Sell |
-24,600
| Closed | -$6.69M | – | 10065 |
|
|
2024
Q1 | $6.69M | Sell |
24,600
-126,300
| -84% | -$32M | ﹤0.01% | 2650 |
|
|
2023
Q4 | $36.5M | Sell |
150,900
-20,100
| -12% | -$4.78M | 0.01% | 1173 |
|
|
2023
Q3 | $43M | Buy |
171,000
+20,100
| +13% | +$5.25M | 0.01% | 957 |
|
|
2023
Q2 | $37.1M | Sell |
150,900
-148,700
| -50% | -$34.8M | 0.01% | 993 |
|
|
2023
Q1 | $67.7M | Buy |
299,600
+16,400
| +6% | +$3.65M | 0.02% | 629 |
|
|
2022
Q4 | $65.6M | Sell |
283,200
-14,600
| -5% | -$3.49M | 0.02% | 669 |
|
|
2022
Q3 | $68.4M | Buy |
297,800
+126,300
| +74% | +$30.8M | 0.03% | 562 |
|
|
2022
Q2 | $40M | Sell |
171,500
-45,700
| -21% | -$11.1M | 0.02% | 865 |
|
|
2022
Q1 | $50M | Buy |
217,200
+193,000
| +798% | +$44.6M | 0.02% | 846 |
|
|
2021
Q4 | $6.07M | Buy |
24,200
+15,200
| +169% | +$3.46M | ﹤0.01% | 2617 |
|
|
2021
Q3 | $1.9M | Buy |
+9,000
| New | +$1.96M | ﹤0.01% | 3614 |
|
|
2021
Q1 | – | Sell |
-248,200
| Closed | -$54.4M | – | 9448 |
|
|
2020
Q4 | $54.4M | Buy |
248,200
+239,200
| +2,658% | +$47M | 0.02% | 749 |
|
|
2020
Q3 | $1.71M | Hold |
9,000
| – | – | ﹤0.01% | 3199 |
|
|
2020
Q2 | $1.57M | Sell |
9,000
-5,200
| -37% | -$866K | ﹤0.01% | 3108 |
|
|
2020
Q1 | $2.04M | Buy |
14,200
+2,400
| +20% | +$423K | ﹤0.01% | 2744 |
|
|
2019
Q4 | $2.24M | Sell |
11,800
-12,800
| -52% | -$2.42M | ﹤0.01% | 3438 |
|
|
2019
Q3 | $5.1M | Buy |
24,600
+12,800
| +108% | +$2.57M | ﹤0.01% | 2365 |
|
|
2019
Q2 | $2.32M | Hold |
11,800
| – | – | ﹤0.01% | 3011 |
|
|
2019
Q1 | $2.07M | Hold |
11,800
| – | – | ﹤0.01% | 2965 |
|
|
2018
Q4 | $1.9M | Buy |
11,800
+9,000
| +321% | +$1.79M | ﹤0.01% | 3084 |
|
|
2018
Q3 | $604K | Hold |
2,800
| – | – | ﹤0.01% | 4283 |
|
|
2018
Q2 | $613K | Sell |
2,800
-71,200
| -96% | -$16.1M | ﹤0.01% | 4170 |
|
|
2018
Q1 | $16.9M | Buy |
74,000
+42,800
| +137% | +$9.43M | 0.01% | 1274 |
|
|
2017
Q4 | $7.13M | Buy |
31,200
+1,200
| +4% | +$259K | ﹤0.01% | 2018 |
|
|
2017
Q3 | $5.98M | Buy |
30,000
+7,300
| +32% | +$1.44M | ﹤0.01% | 2054 |
|
|
2017
Q2 | $4.4M | Sell |
22,700
-122,800
| -84% | -$21.9M | ﹤0.01% | 2262 |
|
|
2017
Q1 | $23.6M | Buy |
145,500
+138,600
| +2,009% | +$21.6M | 0.01% | 931 |
|
|
2016
Q4 | $1.06M | Buy |
6,900
+5,900
| +590% | +$937K | ﹤0.01% | 3498 |
|
|
2016
Q3 | $166K | Buy |
+1,000
| New | +$165K | ﹤0.01% | 4674 |
|
|
2016
Q1 | – | Sell |
-14,100
| Closed | -$2.01M | – | 8145 |
|
|
2015
Q4 | $2.01M | Hold |
14,100
| – | – | ﹤0.01% | 2785 |
|
|
2015
Q3 | $1.76M | Hold |
14,100
| – | – | ﹤0.01% | 2855 |
|
|
2015
Q2 | $1.64M | Buy |
14,100
+13,400
| +1,914% | +$1.58M | ﹤0.01% | 3165 |
|
|
2015
Q1 | $81K | Sell |
700
-4,300
| -86% | -$484K | ﹤0.01% | 5602 |
|
|
2014
Q4 | $491K | Buy |
+5,000
| New | +$458K | ﹤0.01% | 4226 |
|
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.