Brandywine Global Investment Management’s Constellation Brands STZ Stock Holding History

Brandywine Global Investment Management’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	-23,180	Closed	-$5.12M	–	619
2024 Q4	$5.12M	Sell	23,180 -1,950	-8%	-$463K	0.04%	356
2024 Q3	$6.17M	Buy	+25,130	New	+$6.23M	0.04%	360
2020 Q2	–	Sell	-28	Closed	-$5K	–	827
2020 Q1	$5K	Buy	+28	New	+$4.94K	﹤0.01%	747
2018 Q3	–	Sell	-72	Closed	-$16K	–	911
2018 Q2	$16K	Hold	72	–	–	﹤0.01%	813
2018 Q1	$17K	Buy	72 +40	+125%	+$8.81K	﹤0.01%	818
2017 Q4	$8K	Buy	+32	New	+$6.92K	﹤0.01%	833
2015 Q1	–	Sell	-55	Closed	-$6K	–	1026
2014 Q4	$6K	Sell	55 -5	-8%	-$458	﹤0.01%	949
2014 Q3	$6K	Buy	60 +20	+50%	+$1.74K	﹤0.01%	921
2014 Q2	$4K	Buy	+40	New	+$3.3K	﹤0.01%	946
2013 Q4	–	Sell	-70	Closed	-$5K	–	1015
2013 Q3	$5K	Buy	70 +10	+17%	+$544	﹤0.01%	938
2013 Q2	$4K	Buy	+60	New	+$3.02K	﹤0.01%	966

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Global Investment Management's STZ Position: Q1 2025 in Review

Brandywine Global Investment Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 23,180 shares — an estimated $5.12M sold.

Brandywine Global Investment Management first reported a position in STZ in Q2 2013 and held it in 11 quarters. The position peaked at $6.17M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Brandywine Global Investment Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Brandywine Global Investment Management sold 23,180 Constellation Brands shares in Q1 2025, an estimated $5.12M.
Brandywine Global Investment Management first reported a position in Constellation Brands in Q2 2013 and held it in 11 quarters.
Brandywine Global Investment Management's Constellation Brands position peaked at $6.17M in Q3 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Brandywine Global Investment Management's 13F filing for Q1 2025, filed 13 May 2025.