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CCM Investment Advisers’s Constellation Brands STZ Stock Holding History

CCM Investment Advisers’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
-29,631
Closed -$6.55M – 75
2024
Q4 		$6.55M Sell
29,631
-5,431
-15% -$1.29M 0.72% 53
2024
Q3 		$9.04M Buy
35,062
+2,007
+6% +$497K 1.01% 50
2024
Q2 		$8.5M Buy
33,055
+784
+2% +$202K 1% 50
2024
Q1 		$8.77M Buy
32,271
+1,183
+4% +$299K 1.05% 49
2023
Q4 		$7.52M Buy
31,088
+2,514
+9% +$598K 0.92% 54
2023
Q3 		$7.18M Sell
28,574
-428
-1% -$112K 0.99% 53
2023
Q2 		$7.14M Sell
29,002
-85
-0.3% -$19.9K 0.96% 53
2023
Q1 		$6.57M Sell
29,087
-3,515
-11% -$782K 0.93% 55
2022
Q4 		$7.56M Sell
32,602
-350
-1% -$83.8K 1.2% 49
2022
Q3 		$7.57M Buy
32,952
+2,988
+10% +$728K 1.29% 47
2022
Q2 		$6.98M Buy
29,964
+364
+1% +$88.6K 1.12% 51
2022
Q1 		$6.82M Sell
29,600
-13,645
-32% -$3.15M 0.93% 53
2021
Q4 		$10.9M Buy
43,245
+25,753
+147% +$5.87M 1.32% 49
2021
Q3 		$3.69M Buy
+17,492
New +$3.82M 0.48% 58

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

CCM Investment Advisers's STZ Position: Q1 2025 in Review

CCM Investment Advisers sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 29,631 shares — an estimated $6.55M sold.

CCM Investment Advisers first reported a position in STZ in Q3 2021 and held it in 14 quarters. The position peaked at $10.9M in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • CCM Investment Advisers reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • CCM Investment Advisers sold 29,631 Constellation Brands shares in Q1 2025, an estimated $6.55M.
  • CCM Investment Advisers first reported a position in Constellation Brands in Q3 2021 and held it in 14 quarters.
  • CCM Investment Advisers's Constellation Brands position peaked at $10.9M in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on CCM Investment Advisers's 13F filing for Q1 2025, filed 16 Apr 2025.