Berkshire Bank’s Constellation Brands STZ Stock Holding History

Berkshire Bank’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	-1,510	Closed	-$334K	–	162
2024 Q4	$334K	Buy	1,510 +510	+51%	+$121K	0.08%	119
2024 Q3	$258K	Hold	1,000	–	–	0.06%	138
2024 Q2	$257K	Hold	1,000	–	–	0.06%	126
2024 Q1	$272K	Hold	1,000	–	–	0.07%	127
2023 Q4	$242K	Hold	1,000	–	–	0.06%	131
2023 Q3	$251K	Hold	1,000	–	–	0.07%	122
2023 Q2	$246K	Hold	1,000	–	–	0.07%	123
2023 Q1	$226K	Hold	1,000	–	–	0.07%	127
2022 Q4	$232K	Hold	1,000	–	–	0.07%	129
2022 Q3	$230K	Hold	1,000	–	–	0.07%	127
2022 Q2	$233K	Hold	1,000	–	–	0.07%	124
2022 Q1	$230K	Hold	1,000	–	–	0.05%	132
2021 Q4	$251K	Buy	+1,000	New	+$228K	0.06%	122

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

Berkshire Bank's STZ Position: Q1 2025 in Review

Berkshire Bank sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,510 shares — an estimated $334K sold.

Berkshire Bank first reported a position in STZ in Q4 2021 and held it in 13 quarters. The position peaked at $334K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Berkshire Bank reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Berkshire Bank sold 1,510 Constellation Brands shares in Q1 2025, an estimated $334K.
Berkshire Bank first reported a position in Constellation Brands in Q4 2021 and held it in 13 quarters.
Berkshire Bank's Constellation Brands position peaked at $334K in Q4 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Berkshire Bank's 13F filing for Q1 2025, filed 17 Apr 2025.