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Baldwin Investment Management’s Constellation Brands STZ Stock Holding History

Baldwin Investment Management’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
Q4 		– Sell
-4,102
Closed -$552K – 211
2025
Q3 		$552K Sell
4,102
-4,380
-52% -$697K 0.06% 146
2025
Q2 		$1.38M Buy
8,482
+680
+9% +$122K 0.17% 81
2025
Q1 		$1.43M Buy
7,802
+75
+1% +$13.6K 0.17% 71
2024
Q4 		$1.71M Sell
7,727
-1,143
-13% -$272K 0.22% 60
2024
Q3 		$2.29M Sell
8,870
-1,249
-12% -$310K 0.29% 54
2024
Q2 		$2.6M Sell
10,119
-59
-0.6% -$15.2K 0.36% 44
2024
Q1 		$2.77M Buy
10,178
+498
+5% +$126K 0.38% 39
2023
Q4 		$2.34M Buy
9,680
+285
+3% +$67.8K 0.37% 45
2023
Q3 		$2.36M Sell
9,395
-30
-0.3% -$7.83K 0.39% 40
2023
Q2 		$2.32M Sell
9,425
-375
-4% -$87.7K 0.38% 43
2023
Q1 		$2.21M Buy
9,800
+15
+0.2% +$3.34K 0.39% 45
2022
Q4 		$2.27M Buy
9,785
+1,690
+21% +$404K 0.41% 43
2022
Q3 		$1.86M Buy
8,095
+66
+0.8% +$16.1K 0.38% 48
2022
Q2 		$1.87M Sell
8,029
-100
-1% -$24.3K 0.36% 50
2022
Q1 		$1.87M Buy
8,129
+90
+1% +$20.8K 0.28% 62
2021
Q4 		$2.02M Buy
8,039
+50
+0.6% +$11.4K 0.32% 59
2021
Q3 		$1.68M Sell
7,989
-1,277
-14% -$279K 0.29% 61
2021
Q2 		$2.17M Sell
9,266
-85
-0.9% -$20K 0.37% 48
2021
Q1 		$2.13M Buy
9,351
+2,440
+35% +$550K 0.39% 46
2020
Q4 		$1.51M Buy
6,911
+122
+2% +$24K 0.3% 64
2020
Q3 		$1.29M Buy
6,789
+499
+8% +$91K 0.3% 54
2020
Q2 		$1.1M Hold
6,290
– – 0.35% 46
2020
Q1 		$902K Sell
6,290
-100
-2% -$17.6K 0.31% 50
2019
Q4 		$1.21M Hold
6,390
– – 0.32% 50
2019
Q3 		$1.32M Buy
6,390
+350
+6% +$70.3K 0.39% 42
2019
Q2 		$1.19M Sell
6,040
-100
-2% -$19.5K 0.34% 45
2019
Q1 		$1.08M Buy
6,140
+3,235
+111% +$545K 0.32% 52
2018
Q4 		$467K Buy
2,905
+60
+2% +$11.9K 0.15% 98
2018
Q3 		$613K Buy
+2,845
New +$605K 0.18% 89

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baldwin Investment Management's STZ Position: Q4 2025 in Review

Baldwin Investment Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 4,102 shares — an estimated $552K sold.

Baldwin Investment Management first reported a position in STZ in Q3 2018 and held it in 29 quarters. The position peaked at $2.77M in Q1 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Baldwin Investment Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Baldwin Investment Management sold 4,102 Constellation Brands shares in Q4 2025, an estimated $552K.
  • Baldwin Investment Management first reported a position in Constellation Brands in Q3 2018 and held it in 29 quarters.
  • Baldwin Investment Management's Constellation Brands position peaked at $2.77M in Q1 2024.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Baldwin Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.