BFO
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Boston Family Office’s Constellation Brands STZ Stock Holding History

Boston Family Office’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
-923
Closed -$204K – 284
2024
Q4 		$204K Sell
923
-112
-11% -$26.6K 0.01% 269
2024
Q3 		$267K Buy
1,035
+191
+23% +$47.3K 0.02% 241
2024
Q2 		$217K Hold
844
– – 0.02% 250
2024
Q1 		$229K Sell
844
-33
-4% -$8.35K 0.02% 243
2023
Q4 		$212K Sell
877
-132
-13% -$31.4K 0.02% 246
2023
Q3 		$254K Hold
1,009
– – 0.02% 225
2023
Q2 		$248K Hold
1,009
– – 0.02% 233
2023
Q1 		$228K Sell
1,009
-119
-11% -$26.5K 0.02% 242
2022
Q4 		$261K Sell
1,128
-573
-34% -$137K 0.02% 244
2022
Q3 		$390K Sell
1,701
-930
-35% -$227K 0.03% 211
2022
Q2 		$613K Hold
2,631
– – 0.05% 181
2022
Q1 		$606K Buy
2,631
+1
+0% +$231 0.04% 189
2021
Q4 		$660K Buy
2,630
+184
+8% +$41.9K 0.04% 189
2021
Q3 		$515K Buy
2,446
+136
+6% +$29.7K 0.04% 201
2021
Q2 		$540K Buy
2,310
+33
+1% +$7.75K 0.04% 201
2021
Q1 		$519K Buy
2,277
+225
+11% +$50.7K 0.04% 202
2020
Q4 		$449K Buy
2,052
+52
+3% +$10.2K 0.03% 208
2020
Q3 		$379K Buy
2,000
+117
+6% +$21.3K 0.03% 199
2020
Q2 		$329K Buy
1,883
+184
+11% +$30.6K 0.03% 207
2020
Q1 		$244K Buy
1,699
+224
+15% +$39.5K 0.03% 221
2019
Q4 		$280K Buy
+1,475
New +$279K 0.03% 231

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Family Office's STZ Position: Q1 2025 in Review

Boston Family Office sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 923 shares — an estimated $204K sold.

Boston Family Office first reported a position in STZ in Q4 2019 and held it in 21 quarters. The position peaked at $660K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Boston Family Office reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Boston Family Office sold 923 Constellation Brands shares in Q1 2025, an estimated $204K.
  • Boston Family Office first reported a position in Constellation Brands in Q4 2019 and held it in 21 quarters.
  • Boston Family Office's Constellation Brands position peaked at $660K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Boston Family Office's 13F filing for Q1 2025, filed 13 May 2025.