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Brighton Jones LLC’s Constellation Brands STZ Stock Holding History

Brighton Jones LLC’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
-1,001
Closed -$221K – 744
2024
Q4 		$221K Buy
1,001
+187
+23% +$44.4K 0.01% 620
2024
Q3 		$210K Sell
814
-136
-14% -$33.7K 0.01% 525
2024
Q2 		$244K Buy
950
+43
+5% +$11.1K 0.01% 520
2024
Q1 		$247K Sell
907
-28
-3% -$7.08K 0.01% 512
2023
Q4 		$226K Buy
935
+108
+13% +$25.7K 0.01% 508
2023
Q3 		$208K Sell
827
-23
-3% -$6K 0.01% 494
2023
Q2 		$209K Buy
+850
New +$199K 0.01% 498
2021
Q1 		– Sell
-939
Closed -$206K – 448
2020
Q4 		$206K Buy
+939
New +$185K 0.01% 371
2020
Q2 		– Sell
-1,399
Closed -$201K – 312
2020
Q1 		$201K Sell
1,399
-485
-26% -$85.6K 0.02% 260
2019
Q4 		$358K Sell
1,884
-19
-1% -$3.59K 0.04% 211
2019
Q3 		$394K Buy
1,903
+322
+20% +$64.7K 0.05% 192
2019
Q2 		$311K Sell
1,581
-311
-16% -$60.7K 0.04% 215
2019
Q1 		$332K Buy
1,892
+639
+51% +$108K 0.04% 215
2018
Q4 		$202K Buy
1,253
+14
+1% +$2.78K 0.03% 244
2018
Q3 		$267K Sell
1,239
-32
-3% -$6.8K 0.03% 220
2018
Q2 		$278K Buy
1,271
+7
+0.6% +$1.58K 0.04% 238
2018
Q1 		$288K Sell
1,264
-94
-7% -$20.7K 0.04% 216
2017
Q4 		$310K Buy
1,358
+3
+0.2% +$648 0.04% 205
2017
Q3 		$270K Buy
1,355
+88
+7% +$17.4K 0.03% 224
2017
Q2 		$245K Buy
+1,267
New +$226K 0.03% 220

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

Brighton Jones LLC's STZ Position: Q1 2025 in Review

Brighton Jones LLC sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,001 shares — an estimated $221K sold.

Brighton Jones LLC first reported a position in STZ in Q2 2017 and held it in 20 quarters. The position peaked at $394K in Q3 2019. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Brighton Jones LLC reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 1,001 Constellation Brands shares in Q1 2025, an estimated $221K.
  • Brighton Jones LLC first reported a position in Constellation Brands in Q2 2017 and held it in 20 quarters.
  • Brighton Jones LLC's Constellation Brands position peaked at $394K in Q3 2019.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Brighton Jones LLC's 13F filing for Q1 2025, filed 17 Apr 2025.