Vista Investment Management’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 | $1.78M | Buy |
11,897
+515
| +5% | +$79.6K | 0.59% | 51 |
|
|
2025
Q4 | $1.57M | Sell |
11,382
-118
| -1% | -$16.2K | 0.52% | 62 |
|
|
2025
Q3 | $1.55M | Buy |
11,500
+224
| +2% | +$35.6K | 0.54% | 58 |
|
|
2025
Q2 | $1.83M | Sell |
11,276
-191
| -2% | -$34.3K | 0.68% | 46 |
|
|
2025
Q1 | $2.1M | Sell |
11,467
-12
| -0.1% | -$2.18K | 0.82% | 36 |
|
|
2024
Q4 | $2.54M | Buy |
11,479
+84
| +0.7% | +$20K | 0.96% | 31 |
|
|
2024
Q3 | $2.94M | Sell |
11,395
-104
| -0.9% | -$25.8K | 1.11% | 27 |
|
|
2024
Q2 | $2.96M | Buy |
11,499
+396
| +4% | +$102K | 1.2% | 23 |
|
|
2024
Q1 | $3.02M | Sell |
11,103
-32
| -0.3% | -$8.1K | 1.23% | 22 |
|
|
2023
Q4 | $2.69M | Buy |
11,135
+46
| +0.4% | +$10.9K | 1.25% | 20 |
|
|
2023
Q3 | $2.79M | Sell |
11,089
-28
| -0.3% | -$7.31K | 1.46% | 16 |
|
|
2023
Q2 | $2.74M | Sell |
11,117
-96
| -0.9% | -$22.5K | 1.39% | 16 |
|
|
2023
Q1 | $2.53M | Buy |
11,213
+425
| +4% | +$94.6K | 1.34% | 17 |
|
|
2022
Q4 | $2.5M | Buy |
10,788
+56
| +0.5% | +$13.4K | 1.43% | 15 |
|
|
2022
Q3 | $2.46M | Sell |
10,732
-37
| -0.3% | -$9.02K | 1.52% | 16 |
|
|
2022
Q2 | $2.51M | Sell |
10,769
-560
| -5% | -$136K | 1.52% | 14 |
|
|
2022
Q1 | $2.61M | Buy |
11,329
+13
| +0.1% | +$3K | 1.43% | 17 |
|
|
2021
Q4 | $2.84M | Buy |
11,316
+203
| +2% | +$46.3K | 1.54% | 17 |
|
|
2021
Q3 | $2.34M | Buy |
11,113
+184
| +2% | +$40.2K | 1.37% | 17 |
|
|
2021
Q2 | $2.56M | Buy |
10,929
+7
| +0.1% | +$1.64K | 1.51% | 14 |
|
|
2021
Q1 | $2.49M | Buy |
10,922
+36
| +0.3% | +$8.11K | 1.55% | 14 |
|
|
2020
Q4 | $2.38M | Sell |
10,886
-532
| -5% | -$105K | 1.6% | 14 |
|
|
2020
Q3 | $2.16M | Buy |
11,418
+126
| +1% | +$23K | 1.65% | 14 |
|
|
2020
Q2 | $1.98M | Sell |
11,292
-172
| -2% | -$28.6K | 1.7% | 14 |
|
|
2020
Q1 | $1.64M | Buy |
11,464
+681
| +6% | +$120K | 1.68% | 16 |
|
|
2019
Q4 | $2.05M | Buy |
10,783
+70
| +0.7% | +$13.2K | 1.54% | 14 |
|
|
2019
Q3 | $2.22M | Sell |
10,713
-70
| -0.6% | -$14.1K | 1.83% | 11 |
|
|
2019
Q2 | $2.12M | Sell |
10,783
-132
| -1% | -$25.8K | 1.8% | 10 |
|
|
2019
Q1 | $1.91M | Buy |
10,915
+1,677
| +18% | +$282K | 1.68% | 11 |
|
|
2018
Q4 | $1.49M | Buy |
9,238
+171
| +2% | +$34K | 1.53% | 18 |
|
|
2018
Q3 | $1.96M | Sell |
9,067
-58
| -0.6% | -$12.3K | 1.73% | 10 |
|
|
2018
Q2 | $2M | Sell |
9,125
-150
| -2% | -$33.9K | 1.95% | 4 |
|
|
2018
Q1 | $2.11M | Sell |
9,275
-55
| -0.6% | -$12.1K | 2.21% | 4 |
|
|
2017
Q4 | $2.13M | Buy |
+9,330
| New | +$2.02M | 2.23% | 3 |
|
Other funds holding STZ
VCM
VPM
Vista Investment Management's STZ Position: Q1 2026 in Review
Vista Investment Management increased its Constellation Brands (STZ) stake by 4.5% in Q1 2026, buying an estimated $79.6K and bringing the position to 11,897 shares worth $1.78M. The position accounts for 0.59% of the portfolio, ranked #51.
Vista Investment Management first reported a position in STZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.02M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Vista Investment Management held 11,897 shares of Constellation Brands worth $1.78M as of Q1 2026.
- Vista Investment Management bought 515 Constellation Brands shares in Q1 2026, an estimated $79.6K.
- Constellation Brands made up 0.59% of Vista Investment Management's portfolio in Q1 2026, its #51 holding.
- Vista Investment Management first reported a position in Constellation Brands in Q4 2017 and has held it in 34 quarters since.
- Vista Investment Management's Constellation Brands position peaked at $3.02M in Q1 2024.
- 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.