Border to Coast Pensions Partnership’s Constellation Brands STZ Stock Holding History

Border to Coast Pensions Partnership’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	-126,236	Closed	-$23.2M	–	86
2025 Q1	$23.2M	Hold	126,236	–	–	0.47%	65
2024 Q4	$27.9M	Hold	126,236	–	–	0.55%	60
2024 Q3	$32.4M	Buy	126,236 +5,385	+4%	+$1.33M	0.66%	55
2024 Q2	$31.1M	Sell	120,851 -4,303	-3%	-$1.11M	0.73%	50
2024 Q1	$34M	Hold	125,154	–	–	0.76%	51
2023 Q4	$30.3M	Buy	125,154 +21,500	+21%	+$5.11M	0.74%	53
2023 Q3	$26.1M	Hold	103,654	–	–	0.69%	56
2023 Q2	$25.5M	Hold	103,654	–	–	0.64%	59
2023 Q1	$23.4M	Buy	103,654 +17,424	+20%	+$3.88M	0.63%	63
2022 Q4	$20M	Hold	86,230	–	–	0.64%	64
2022 Q3	$19.8M	Hold	86,230	–	–	0.64%	64
2022 Q2	$20.2M	Buy	86,230 +11,355	+15%	+$2.76M	0.62%	61
2022 Q1	$17.2M	Sell	74,875 -1,170	-2%	-$270K	0.49%	71
2021 Q4	$19.1M	Hold	76,045	–	–	0.64%	55
2021 Q3	$19M	Hold	76,045	–	–	0.65%	55
2021 Q2	$17.9M	Buy	+76,045	New	+$17.9M	0.63%	55

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

Border to Coast Pensions Partnership's STZ Position: Q2 2025 in Review

Border to Coast Pensions Partnership sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 126,236 shares — an estimated $23.2M sold.

Border to Coast Pensions Partnership first reported a position in STZ in Q2 2021 and held it in 16 quarters. The position peaked at $34M in Q1 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Border to Coast Pensions Partnership reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Border to Coast Pensions Partnership sold 126,236 Constellation Brands shares in Q2 2025, an estimated $23.2M.
Border to Coast Pensions Partnership first reported a position in Constellation Brands in Q2 2021 and held it in 16 quarters.
Border to Coast Pensions Partnership's Constellation Brands position peaked at $34M in Q1 2024.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Border to Coast Pensions Partnership's 13F filing for Q2 2025, filed 14 Jul 2025.