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Barry Investment Advisors’s Constellation Brands STZ Stock Holding History

Barry 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
-983
Closed -$217K – 111
2024
Q4 		$217K Buy
983
+1
+0.1% +$238 0.07% 101
2024
Q3 		$253K Hold
982
– – 0.08% 96
2024
Q2 		$253K Buy
982
+1
+0.1% +$257 0.09% 101
2024
Q1 		$267K Sell
981
-60
-6% -$15.2K 0.09% 100
2023
Q4 		$252K Buy
1,041
+1
+0.1% +$238 0.09% 92
2023
Q3 		$262K Hold
1,040
– – 0.09% 94
2023
Q2 		$256K Hold
1,040
– – 0.09% 103
2023
Q1 		$235K Sell
1,040
-2
-0.2% -$445 0.08% 104
2022
Q4 		$241K Sell
1,042
-41
-4% -$9.81K 0.08% 102
2022
Q3 		$249K Sell
1,083
-24
-2% -$5.85K 0.09% 98
2022
Q2 		$258K Buy
1,107
+1
+0.1% +$243 0.08% 108
2022
Q1 		$255K Buy
1,106
+3
+0.3% +$693 0.07% 110
2021
Q4 		$277K Sell
1,103
-5
-0.5% -$1.14K 0.07% 106
2021
Q3 		$233K Hold
1,108
– – 0.06% 106
2021
Q2 		$259K Buy
1,108
+6
+0.5% +$1.41K 0.07% 99
2021
Q1 		$251K Sell
1,102
-59
-5% -$13.3K 0.07% 93
2020
Q4 		$254K Buy
1,161
+28
+2% +$5.5K 0.08% 91
2020
Q3 		$215K Sell
1,133
-24
-2% -$4.38K 0.07% 81
2020
Q2 		$202K Buy
+1,157
New +$193K 0.07% 75
2020
Q1 		– Sell
-1,157
Closed -$218K – 78
2019
Q4 		$218K Buy
1,157
+133
+13% +$25.1K 0.08% 63
2019
Q3 		$212K Hold
1,024
– – 0.08% 59
2019
Q2 		$202K Buy
+1,024
New +$200K 0.07% 65

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

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

Barry Investment Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 983 shares — an estimated $217K sold.

Barry Investment Advisors first reported a position in STZ in Q2 2019 and held it in 22 quarters. The position peaked at $277K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Barry Investment Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 983 Constellation Brands shares in Q1 2025, an estimated $217K.
  • Barry Investment Advisors first reported a position in Constellation Brands in Q2 2019 and held it in 22 quarters.
  • Barry Investment Advisors's Constellation Brands position peaked at $277K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Barry Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.