Clean Yield Group’s Constellation Brands STZ Stock Holding History

Clean Yield Group’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	-150	Closed	-$33.1K	–	483
2024 Q4	$33.1K	Hold	150	–	–	0.01%	266
2024 Q3	$38.7K	Hold	150	–	–	0.01%	249
2024 Q2	$38.6K	Sell	150 -50	-25%	-$12.9K	0.01%	248
2024 Q1	$54.4K	Sell	200 -100	-33%	-$25.3K	0.02%	229
2023 Q4	$72.5K	Hold	300	–	–	0.03%	198
2023 Q3	$71.7K	Hold	300	–	–	0.03%	196
2023 Q2	$73.8K	Hold	300	–	–	0.03%	202
2023 Q1	$67.8K	Hold	300	–	–	0.03%	209
2022 Q4	$69.5K	Hold	300	–	–	0.03%	206
2022 Q3	$69K	Hold	300	–	–	0.03%	202
2022 Q2	$70K	Hold	300	–	–	0.03%	209
2022 Q1	$69K	Hold	300	–	–	0.02%	227
2021 Q4	$75K	Sell	300 -100	-25%	-$22.8K	0.02%	235
2021 Q3	$84K	Hold	400	–	–	0.03%	225
2021 Q2	$94K	Buy	+400	New	+$93.9K	0.03%	213
2021 Q1	–	Sell	-400	Closed	-$88K	–	344
2020 Q4	$88K	Hold	400	–	–	0.03%	198
2020 Q3	$76K	Hold	400	–	–	0.03%	190
2020 Q2	$70K	Sell	400 -49	-11%	-$8.16K	0.03%	188
2020 Q1	$64K	Buy	449 +400	+816%	+$70.6K	0.03%	181
2019 Q4	$9K	Hold	49	–	–	﹤0.01%	311
2019 Q3	$10K	Hold	49	–	–	﹤0.01%	294
2019 Q2	$10K	Buy	+49	New	+$9.57K	﹤0.01%	296

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

Clean Yield Group's STZ Position: Q1 2025 in Review

Clean Yield Group sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 150 shares — an estimated $33.1K sold.

Clean Yield Group first reported a position in STZ in Q2 2019 and held it in 22 quarters. The position peaked at $94K in Q2 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Clean Yield Group reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Clean Yield Group sold 150 Constellation Brands shares in Q1 2025, an estimated $33.1K.
Clean Yield Group first reported a position in Constellation Brands in Q2 2019 and held it in 22 quarters.
Clean Yield Group's Constellation Brands position peaked at $94K in Q2 2021.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Clean Yield Group's 13F filing for Q1 2025, filed 14 Apr 2025.