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Angeles Investment Advisors’s Constellation Brands STZ Stock Holding History

Angeles Investment Advisors’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,476
Closed -$326K – 173
2024
Q4 		$326K Buy
1,476
+13
+0.9% +$3.09K 0.02% 132
2024
Q3 		$377K Sell
1,463
-150
-9% -$37.2K 0.02% 136
2024
Q2 		$415K Hold
1,613
– – 0.02% 124
2024
Q1 		$438K Hold
1,613
– – 0.02% 134
2023
Q4 		$390K Buy
+1,613
New +$384K 0.02% 128

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Angeles Investment Advisors's STZ Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,476 shares — an estimated $326K sold.

Angeles Investment Advisors first reported a position in STZ in Q4 2023 and held it in 5 quarters. The position peaked at $438K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,476 Constellation Brands shares in Q1 2025, an estimated $326K.
  • Angeles Investment Advisors first reported a position in Constellation Brands in Q4 2023 and held it in 5 quarters.
  • Angeles Investment Advisors's Constellation Brands position peaked at $438K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.