Castleview Partners’s Constellation Brands STZ Stock Holding History

Castleview 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	-141	Closed	-$31.4K	–	519
2024 Q4	$31.4K	Buy	141 +6	+4%	+$1.43K	0.02%	413
2024 Q3	$34.8K	Sell	135 -9	-6%	-$2.23K	0.02%	377
2024 Q2	$37K	Sell	144 -87	-38%	-$22.4K	0.02%	364
2024 Q1	$62.7K	Buy	231 +1	+0.4%	+$253	0.04%	323
2023 Q4	$55.5K	Buy	+230	New	+$54.7K	0.04%	283
2022 Q1	–	Sell	-19,073	Closed	-$76	–	995
2021 Q4	$76	Buy	+19,073	New	+$4.35M	﹤0.01%	843

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

Castleview Partners's STZ Position: Q1 2025 in Review

Castleview Partners sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 141 shares — an estimated $31.4K sold.

Castleview Partners first reported a position in STZ in Q4 2021 and held it in 6 quarters. The position peaked at $62.7K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Castleview Partners reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 141 Constellation Brands shares in Q1 2025, an estimated $31.4K.
Castleview Partners first reported a position in Constellation Brands in Q4 2021 and held it in 6 quarters.
Castleview Partners's Constellation Brands position peaked at $62.7K in Q1 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.