UMB Bank’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 | $166K | Buy |
1,108
+111
| +11% | +$17.1K | ﹤0.01% | 749 |
|
|
2025
Q4 | $138K | Buy |
997
+410
| +70% | +$56.3K | ﹤0.01% | 807 |
|
|
2025
Q3 | $79.1K | Sell |
587
-2,476
| -81% | -$394K | ﹤0.01% | 970 |
|
|
2025
Q2 | $498K | Sell |
3,063
-4
| -0.1% | -$717 | 0.01% | 416 |
|
|
2025
Q1 | $563K | Sell |
3,067
-2,546
| -45% | -$463K | 0.01% | 393 |
|
|
2024
Q4 | $1.24M | Sell |
5,613
-1,652
| -23% | -$393K | 0.02% | 290 |
|
|
2024
Q3 | $1.87M | Buy |
7,265
+381
| +6% | +$94.4K | 0.03% | 250 |
|
|
2024
Q2 | $1.77M | Buy |
6,884
+142
| +2% | +$36.5K | 0.03% | 249 |
|
|
2024
Q1 | $1.83M | Sell |
6,742
-53
| -0.8% | -$13.4K | 0.03% | 256 |
|
|
2023
Q4 | $1.64M | Buy |
6,795
+219
| +3% | +$52.1K | 0.02% | 272 |
|
|
2023
Q3 | $1.65M | Sell |
6,576
-10
| -0.2% | -$2.61K | 0.03% | 267 |
|
|
2023
Q2 | $1.62M | Sell |
6,586
-80
| -1% | -$18.7K | 0.02% | 281 |
|
|
2023
Q1 | $1.51M | Hold |
6,666
| – | – | 0.02% | 290 |
|
|
2022
Q4 | $1.54M | Sell |
6,666
-390
| -6% | -$93.3K | 0.02% | 283 |
|
|
2022
Q3 | $1.62M | Sell |
7,056
-1
| -0% | -$244 | 0.03% | 280 |
|
|
2022
Q2 | $1.64M | Buy |
7,057
+1
| +0% | +$243 | 0.03% | 310 |
|
|
2022
Q1 | $1.63M | Hold |
7,056
| – | – | 0.02% | 325 |
|
|
2021
Q4 | $1.77M | Buy |
7,056
+390
| +6% | +$88.9K | 0.02% | 317 |
|
|
2021
Q3 | $1.41M | Sell |
6,666
-478
| -7% | -$104K | 0.03% | 217 |
|
|
2021
Q2 | $1.67M | Hold |
7,144
| – | – | 0.04% | 201 |
|
|
2021
Q1 | $1.63M | Sell |
7,144
-213
| -3% | -$48K | 0.04% | 197 |
|
|
2020
Q4 | $1.61M | Sell |
7,357
-2,846
| -28% | -$560K | 0.04% | 190 |
|
|
2020
Q3 | $1.78M | Hold |
10,203
| – | – | 0.06% | 177 |
|
|
2020
Q2 | $1.78M | Sell |
10,203
-1,191
| -10% | -$198K | 0.06% | 177 |
|
|
2020
Q1 | $1.63M | Sell |
11,394
-8,939
| -44% | -$1.58M | 0.06% | 175 |
|
|
2019
Q4 | $3.86M | Buy |
20,333
+212
| +1% | +$40K | 0.11% | 135 |
|
|
2019
Q3 | $4.17K | Sell |
20,121
-11,875
| -37% | -$2.38M | 0.1% | 135 |
|
|
2019
Q2 | $6.3K | Buy |
31,996
+1,085
| +4% | +$212K | 0.15% | 100 |
|
|
2019
Q1 | $5.42M | Buy |
30,911
+4,136
| +15% | +$697K | 0.17% | 111 |
|
|
2018
Q4 | $4.3K | Buy |
26,775
+99
| +0.4% | +$19.7K | 0.13% | 113 |
|
|
2018
Q3 | $5.75M | Buy |
26,676
+1,357
| +5% | +$288K | 0.17% | 112 |
|
|
2018
Q2 | $5.54M | Buy |
25,319
+1,849
| +8% | +$418K | 0.18% | 111 |
|
|
2018
Q1 | $5.35M | Sell |
23,470
-2,275
| -9% | -$501K | 0.17% | 117 |
|
|
2017
Q4 | $5.88M | Buy |
25,745
+2,030
| +9% | +$439K | 0.19% | 107 |
|
|
2017
Q3 | $4.73M | Buy |
+23,715
| New | +$4.69M | 0.16% | 116 |
|
Other funds holding STZ
VCM
VPM
UMB Bank's STZ Position: Q1 2026 in Review
UMB Bank increased its Constellation Brands (STZ) stake by 11% in Q1 2026, buying an estimated $17.1K and bringing the position to 1,108 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #749.
UMB Bank first reported a position in STZ in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.88M in Q4 2017. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- UMB Bank held 1,108 shares of Constellation Brands worth $166K as of Q1 2026.
- UMB Bank bought 111 Constellation Brands shares in Q1 2026, an estimated $17.1K.
- Constellation Brands made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #749 holding.
- UMB Bank first reported a position in Constellation Brands in Q3 2017 and has held it in 35 quarters since.
- UMB Bank's Constellation Brands position peaked at $5.88M in Q4 2017.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.