B&D White Capital Company’s Constellation Brands STZ Stock Holding History

B&D White Capital Company’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	-2,300	Closed	-$508K	–	73
2024 Q4	$508K	Hold	2,300	–	–	0.09%	49
2024 Q3	$593K	Buy	+2,300	New	+$570K	0.1%	52
2021 Q4	–	Sell	-3,880	Closed	-$817K	–	70
2021 Q3	$817K	Buy	+3,880	New	+$847K	0.31%	50

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B&D White Capital Company's STZ Position: Q1 2025 in Review

B&D White Capital Company sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 2,300 shares — an estimated $508K sold.

B&D White Capital Company first reported a position in STZ in Q3 2021 and held it in 3 quarters. The position peaked at $817K in Q3 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

B&D White Capital Company reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
B&D White Capital Company sold 2,300 Constellation Brands shares in Q1 2025, an estimated $508K.
B&D White Capital Company first reported a position in Constellation Brands in Q3 2021 and held it in 3 quarters.
B&D White Capital Company's Constellation Brands position peaked at $817K in Q3 2021.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on B&D White Capital Company's 13F filing for Q1 2025, filed 14 May 2025.