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Cladis Investment Advisory’s Constellation Brands STZ Stock Holding History

Cladis Investment Advisory’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
-1,151
Closed -$254K – 142
2024
Q4 		$254K Buy
1,151
+11
+1% +$2.61K 0.18% 106
2024
Q3 		$294K Sell
1,140
-120
-10% -$29.7K 0.2% 102
2024
Q2 		$324K Sell
1,260
-265
-17% -$68.2K 0.24% 101
2024
Q1 		$415K Buy
1,525
+10
+0.7% +$2.53K 0.3% 87
2023
Q4 		$366K Buy
1,515
+40
+3% +$9.51K 0.29% 86
2023
Q3 		$371K Buy
1,475
+400
+37% +$104K 0.32% 80
2023
Q2 		$265K Sell
1,075
-30
-3% -$7.02K 0.23% 109
2023
Q1 		$250K Hold
1,105
– – 0.22% 111
2022
Q4 		$256K Sell
1,105
-205
-16% -$49.1K 0.25% 106
2022
Q3 		$301K Buy
1,310
+120
+10% +$29.2K 0.33% 91
2022
Q2 		$277K Sell
1,190
-1,200
-50% -$292K 0.28% 104
2022
Q1 		$550K Sell
2,390
-900
-27% -$208K 0.45% 70
2021
Q4 		$826K Buy
+3,290
New +$750K 0.66% 46

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

Cladis Investment Advisory's STZ Position: Q1 2025 in Review

Cladis Investment Advisory sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,151 shares — an estimated $254K sold.

Cladis Investment Advisory first reported a position in STZ in Q4 2021 and held it in 13 quarters. The position peaked at $826K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Cladis Investment Advisory reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Cladis Investment Advisory sold 1,151 Constellation Brands shares in Q1 2025, an estimated $254K.
  • Cladis Investment Advisory first reported a position in Constellation Brands in Q4 2021 and held it in 13 quarters.
  • Cladis Investment Advisory's Constellation Brands position peaked at $826K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Cladis Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.