BHIA
STZ icon

Birch Hill Investment Advisors’s Constellation Brands STZ Stock Holding History

Birch Hill 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
Q3 		– Sell
-9,353
Closed -$1.52M – 200
2025
Q2 		$1.52M Sell
9,353
-4,852
-34% -$870K 0.07% 94
2025
Q1 		$2.61M Sell
14,205
-134,169
-90% -$24.4M 0.12% 77
2024
Q4 		$32.8M Sell
148,374
-5,341
-3% -$1.27M 1.52% 24
2024
Q3 		$39.6M Buy
153,715
+1,916
+1% +$475K 1.86% 17
2024
Q2 		$39.1M Sell
151,799
-1,125
-0.7% -$289K 1.89% 19
2024
Q1 		$41.6M Buy
152,924
+2,742
+2% +$694K 2.02% 17
2023
Q4 		$36.3M Buy
150,182
+4,010
+3% +$954K 1.93% 18
2023
Q3 		$36.7M Sell
146,172
-127
-0.1% -$33.2K 2.19% 16
2023
Q2 		$36M Buy
146,299
+7,412
+5% +$1.73M 2.07% 17
2023
Q1 		$31.4M Sell
138,887
-5,799
-4% -$1.29M 1.95% 20
2022
Q4 		$33.5M Buy
144,686
+1,182
+0.8% +$283K 2.14% 20
2022
Q3 		$33M Sell
143,504
-3,574
-2% -$871K 2.23% 20
2022
Q2 		$34.3M Sell
147,078
-13,209
-8% -$3.21M 2.14% 19
2022
Q1 		$36.9M Sell
160,287
-6,954
-4% -$1.61M 1.97% 21
2021
Q4 		$42M Sell
167,241
-3,245
-2% -$739K 2.08% 18
2021
Q3 		$35.9M Sell
170,486
-452
-0.3% -$98.7K 1.93% 21
2021
Q2 		$40M Sell
170,938
-405
-0.2% -$95.1K 2.15% 19
2021
Q1 		$39.1M Buy
171,343
+4,018
+2% +$905K 2.22% 17
2020
Q4 		$36.7M Buy
167,325
+506
+0.3% +$99.5K 2.19% 20
2020
Q3 		$31.6M Buy
166,819
+41,607
+33% +$7.59M 2.1% 22
2020
Q2 		$21.9M Buy
125,212
+90,446
+260% +$15.1M 1.61% 24
2020
Q1 		$4.98M Buy
34,766
+26,115
+302% +$4.61M 0.44% 40
2019
Q4 		$1.64M Buy
8,651
+228
+3% +$43.1K 0.11% 76
2019
Q3 		$1.75M Buy
8,423
+1,655
+24% +$332K 0.13% 72
2019
Q2 		$1.33M Buy
+6,768
New +$1.32M 0.1% 81

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birch Hill Investment Advisors's STZ Position: Q3 2025 in Review

Birch Hill Investment Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 9,353 shares — an estimated $1.52M sold.

Birch Hill Investment Advisors first reported a position in STZ in Q2 2019 and held it in 25 quarters. The position peaked at $42M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Birch Hill Investment Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 9,353 Constellation Brands shares in Q3 2025, an estimated $1.52M.
  • Birch Hill Investment Advisors first reported a position in Constellation Brands in Q2 2019 and held it in 25 quarters.
  • Birch Hill Investment Advisors's Constellation Brands position peaked at $42M in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.