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Clarius Group LLC’s Constellation Brands STZ Stock Holding History

Clarius Group 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
Q2 		– Sell
-1,302
Closed -$239K – 510
2025
Q1 		$239K Buy
+1,302
New +$237K 0.02% 416
2024
Q2 		– Sell
-792
Closed -$215K – 494
2024
Q1 		$215K Sell
792
-141
-15% -$35.7K 0.01% 434
2023
Q4 		$226K Sell
933
-32
-3% -$7.61K 0.02% 426
2023
Q3 		$243K Sell
965
-330
-25% -$86.2K 0.02% 388
2023
Q2 		$319K Sell
1,295
-1
-0.1% -$234 0.02% 372
2023
Q1 		$293K Sell
1,296
-165
-11% -$36.7K 0.02% 395
2022
Q4 		$339K Sell
1,461
-20
-1% -$4.79K 0.03% 346
2022
Q3 		$340K Buy
1,481
+180
+14% +$43.9K 0.03% 312
2022
Q2 		$303K Buy
1,301
+36
+3% +$8.76K 0.03% 335
2022
Q1 		$317K Hold
1,265
– – 0.03% 344
2021
Q4 		$317K Buy
1,265
+64
+5% +$14.6K 0.03% 344
2021
Q3 		$253K Buy
1,201
+29
+2% +$6.33K 0.02% 352
2021
Q2 		$274K Buy
1,172
+26
+2% +$6.1K 0.02% 331
2021
Q1 		$261K Buy
1,146
+63
+6% +$14.2K 0.03% 309
2020
Q4 		$237K Buy
+1,083
New +$213K 0.03% 302

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Clarius Group LLC's STZ Position: Q2 2025 in Review

Clarius Group LLC sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,302 shares — an estimated $239K sold.

Clarius Group LLC first reported a position in STZ in Q4 2020 and held it in 15 quarters. The position peaked at $340K in Q3 2022. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Clarius Group LLC reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Clarius Group LLC sold 1,302 Constellation Brands shares in Q2 2025, an estimated $239K.
  • Clarius Group LLC first reported a position in Constellation Brands in Q4 2020 and held it in 15 quarters.
  • Clarius Group LLC's Constellation Brands position peaked at $340K in Q3 2022.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Clarius Group LLC's 13F filing for Q2 2025, filed 22 Jul 2025.