Beacon Capital Management LLC (Tennessee)’s Constellation Brands STZ Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q2	–	Sell	-15	Closed	-$2.75K	–	1167
2025 Q1	$2.75K	Buy	+15	New	+$2.73K	﹤0.01%	874
2023 Q1	–	Sell	-75	Closed	-$1.74K	–	1010
2022 Q4	$1.74K	Hold	75	–	–	﹤0.01%	819
2022 Q3	$17K	Hold	75	–	–	0.01%	386
2022 Q2	$17K	Hold	75	–	–	﹤0.01%	435
2022 Q1	$17K	Buy	+75	New	+$17.3K	﹤0.01%	435

Other funds holding STZ

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s STZ Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 15 shares — an estimated $2.75K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in STZ in Q1 2022 and held it in 5 quarters. The position peaked at $17K in Q3 2022. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 15 Constellation Brands shares in Q2 2025, an estimated $2.75K.
Beacon Capital Management LLC (Tennessee) first reported a position in Constellation Brands in Q1 2022 and held it in 5 quarters.
Beacon Capital Management LLC (Tennessee)'s Constellation Brands position peaked at $17K in Q3 2022.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.