Boston Trust Walden’s Constellation Brands STZ Stock Holding History

Boston Trust Walden’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	-1,200	Closed	-$220K	–	381
2025 Q1	$220K	Hold	1,200	–	–	﹤0.01%	367
2024 Q4	$265K	Hold	1,200	–	–	﹤0.01%	355
2024 Q3	$309K	Sell	1,200 -13	-1%	-$3.22K	﹤0.01%	344
2024 Q2	$312K	Sell	1,213 -287	-19%	-$73.8K	﹤0.01%	344
2024 Q1	$408K	Buy	1,500 +300	+25%	+$75.9K	﹤0.01%	330
2023 Q4	$290K	Hold	1,200	–	–	﹤0.01%	344
2023 Q3	$302K	Hold	1,200	–	–	﹤0.01%	333
2023 Q2	$295K	Hold	1,200	–	–	﹤0.01%	340
2023 Q1	$271K	Hold	1,200	–	–	﹤0.01%	344
2022 Q4	$278K	Hold	1,200	–	–	﹤0.01%	343
2022 Q3	$276K	Sell	1,200 -1,000	-45%	-$244K	﹤0.01%	331
2022 Q2	$513K	Sell	2,200 -17	-0.8%	-$4.14K	﹤0.01%	304
2022 Q1	$511K	Hold	2,217	–	–	﹤0.01%	314
2021 Q4	$556K	Hold	2,217	–	–	﹤0.01%	320
2021 Q3	$467K	Buy	2,217 +17	+0.8%	+$3.71K	﹤0.01%	327
2021 Q2	$515K	Buy	+2,200	New	+$516K	﹤0.01%	326

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

Boston Trust Walden's STZ Position: Q2 2025 in Review

Boston Trust Walden sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,200 shares — an estimated $220K sold.

Boston Trust Walden first reported a position in STZ in Q2 2021 and held it in 16 quarters. The position peaked at $556K in Q4 2021. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Boston Trust Walden reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Boston Trust Walden sold 1,200 Constellation Brands shares in Q2 2025, an estimated $220K.
Boston Trust Walden first reported a position in Constellation Brands in Q2 2021 and held it in 16 quarters.
Boston Trust Walden's Constellation Brands position peaked at $556K in Q4 2021.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Boston Trust Walden's 13F filing for Q2 2025, filed 28 Jul 2025.