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Bedell Frazier Investment Counselling’s Constellation Brands STZ Stock Holding History

Bedell Frazier Investment Counselling’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
-16,010
Closed -$2.94M – 117
2025
Q1 		$2.94M Sell
16,010
-4,550
-22% -$827K 0.75% 41
2024
Q4 		$4.54M Sell
20,560
-3,313
-14% -$787K 1.13% 29
2024
Q3 		$6.15M Buy
23,873
+523
+2% +$130K 1.47% 22
2024
Q2 		$6.01M Buy
23,350
+3,626
+18% +$933K 1.45% 24
2024
Q1 		$5.36M Buy
19,724
+22
+0.1% +$5.57K 1.34% 28
2023
Q4 		$4.76M Buy
19,702
+279
+1% +$66.4K 1.31% 29
2023
Q3 		$4.88M Sell
19,423
-3,709
-16% -$968K 1.46% 25
2023
Q2 		$5.69M Sell
23,132
-689
-3% -$161K 1.67% 22
2023
Q1 		$5.38M Sell
23,821
-140
-0.6% -$31.2K 1.57% 21
2022
Q4 		$5.55M Sell
23,961
-138
-0.6% -$33K 1.45% 25
2022
Q3 		$5.54M Sell
24,099
-192
-0.8% -$46.8K 1.56% 22
2022
Q2 		$5.66M Buy
24,291
+225
+0.9% +$54.8K 1.74% 24
2022
Q1 		$5.54M Buy
24,066
+618
+3% +$143K 1.4% 31
2021
Q4 		$5.88M Buy
23,448
+813
+4% +$185K 1.43% 28
2021
Q3 		$4.77M Buy
22,635
+1,247
+6% +$272K 1.31% 36
2021
Q2 		$5M Buy
21,388
+954
+5% +$224K 1.27% 36
2021
Q1 		$4.66M Buy
20,434
+1,054
+5% +$238K 1.32% 35
2020
Q4 		$4.25M Buy
+19,380
New +$3.81M 1.3% 32

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 $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Bedell Frazier Investment Counselling's STZ Position: Q2 2025 in Review

Bedell Frazier Investment Counselling sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 16,010 shares — an estimated $2.94M sold.

Bedell Frazier Investment Counselling first reported a position in STZ in Q4 2020 and held it in 18 quarters. The position peaked at $6.15M in Q3 2024. 1,131 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Bedell Frazier Investment Counselling reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 16,010 Constellation Brands shares in Q2 2025, an estimated $2.94M.
  • Bedell Frazier Investment Counselling first reported a position in Constellation Brands in Q4 2020 and held it in 18 quarters.
  • Bedell Frazier Investment Counselling's Constellation Brands position peaked at $6.15M in Q3 2024.
  • 1,131 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q2 2025, filed 11 Aug 2025.