Boston Partners
STZ icon

Boston Partners’s Constellation Brands STZ Stock Holding History

Boston Partners’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
-9,728
Closed -$2.15M – 765
2024
Q4 		$2.15M Sell
9,728
-1,109,023
-99% -$263M ﹤0.01% 488
2024
Q3 		$288M Buy
1,118,751
+19,359
+2% +$4.8M 0.34% 103
2024
Q2 		$283M Buy
1,099,392
+123,803
+13% +$31.8M 0.35% 100
2024
Q1 		$265M Buy
975,589
+328,881
+51% +$83.2M 0.32% 116
2023
Q4 		$156M Buy
+646,708
New +$154M 0.21% 168
2017
Q4 		– Sell
-10,000
Closed -$2M – 777
2017
Q3 		$2M Hold
10,000
– – ﹤0.01% 673
2017
Q2 		$1.94M Hold
10,000
– – ﹤0.01% 662
2017
Q1 		$1.62M Sell
10,000
-391,568
-98% -$61M ﹤0.01% 676
2016
Q4 		$61.6M Sell
401,568
-96,100
-19% -$15.3M 0.08% 210
2016
Q3 		$82.9M Sell
497,668
-249,030
-33% -$41.1M 0.12% 191
2016
Q2 		$124M Sell
746,698
-279,104
-27% -$43.7M 0.18% 163
2016
Q1 		$155M Sell
1,025,802
-311,296
-23% -$45M 0.23% 139
2015
Q4 		$190M Sell
1,337,098
-274,854
-17% -$37.8M 0.27% 121
2015
Q3 		$202M Buy
1,611,952
+52,388
+3% +$6.46M 0.31% 108
2015
Q2 		$181M Sell
1,559,564
-170,343
-10% -$20.1M 0.26% 121
2015
Q1 		$201M Sell
1,729,907
-277,752
-14% -$31.3M 0.3% 101
2014
Q4 		$197M Buy
2,007,659
+23,264
+1% +$2.13M 0.3% 103
2014
Q3 		$173M Buy
1,984,395
+130,446
+7% +$11.3M 0.28% 104
2014
Q2 		$163M Sell
1,853,949
-39,724
-2% -$3.28M 0.27% 104
2014
Q1 		$161M Buy
1,893,673
+451,313
+31% +$35.9M 0.29% 102
2013
Q4 		$102M Buy
1,442,360
+269,485
+23% +$18M 0.21% 128
2013
Q3 		$67.3M Sell
1,172,875
-788,325
-40% -$42.9M 0.16% 149
2013
Q2 		$102M Buy
+1,961,200
New +$98.8M 0.28% 108

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 Partners's STZ Position: Q1 2025 in Review

Boston Partners sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 9,728 shares — an estimated $2.15M sold.

Boston Partners first reported a position in STZ in Q2 2013 and held it in 23 quarters. The position peaked at $288M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Boston Partners reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Boston Partners sold 9,728 Constellation Brands shares in Q1 2025, an estimated $2.15M.
  • Boston Partners first reported a position in Constellation Brands in Q2 2013 and held it in 23 quarters.
  • Boston Partners's Constellation Brands position peaked at $288M in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

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