Buckley Wealth Management’s Constellation Brands STZ Stock Holding History

Buckley Wealth 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	-1,000	Closed	-$221K	–	103
2024 Q4	$221K	Hold	1,000	–	–	0.07%	96
2024 Q3	$258K	Hold	1,000	–	–	0.08%	93
2024 Q2	$257K	Hold	1,000	–	–	0.08%	96
2024 Q1	$272K	Hold	1,000	–	–	0.09%	96
2023 Q4	$242K	Hold	1,000	–	–	0.08%	95
2023 Q3	$251K	Hold	1,000	–	–	0.09%	93
2023 Q2	$246K	Sell	1,000 -211	-17%	-$49.4K	0.08%	112
2023 Q1	$274K	Sell	1,211 -10	-0.8%	-$2.23K	0.1%	94
2022 Q4	$283K	Sell	1,221 -17	-1%	-$4.07K	0.1%	95
2022 Q3	$284K	Hold	1,238	–	–	0.1%	101
2022 Q2	$289K	Hold	1,238	–	–	0.09%	118
2022 Q1	$285K	Buy	1,238 +100	+9%	+$23.1K	0.08%	125
2021 Q4	$286K	Buy	1,138 +138	+14%	+$31.4K	0.08%	111
2021 Q3	$211K	Hold	1,000	–	–	0.07%	125
2021 Q2	$234K	Hold	1,000	–	–	0.08%	116
2021 Q1	$228K	Hold	1,000	–	–	0.08%	117
2020 Q4	$219K	Buy	+1,000	New	+$197K	0.09%	113
2019 Q4	–	Sell	-1,000	Closed	-$207K	–	137
2019 Q3	$207K	Buy	+1,000	New	+$201K	0.1%	128
2018 Q4	–	Sell	-1,000	Closed	-$216K	–	146
2018 Q3	$216K	Hold	1,000	–	–	0.09%	149
2018 Q2	$219K	Hold	1,000	–	–	0.1%	154
2018 Q1	$228K	Hold	1,000	–	–	0.11%	148
2017 Q4	$229K	Buy	+1,000	New	+$216K	0.11%	151

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

Buckley Wealth Management's STZ Position: Q1 2025 in Review

Buckley Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,000 shares — an estimated $221K sold.

Buckley Wealth Management first reported a position in STZ in Q4 2017 and held it in 22 quarters. The position peaked at $289K in Q2 2022. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Buckley Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Buckley Wealth Management sold 1,000 Constellation Brands shares in Q1 2025, an estimated $221K.
Buckley Wealth Management first reported a position in Constellation Brands in Q4 2017 and held it in 22 quarters.
Buckley Wealth Management's Constellation Brands position peaked at $289K in Q2 2022.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Buckley Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.