CF
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Copperwynd Financial’s Constellation Brands STZ Stock Holding History

Copperwynd Financial’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 		$604K Sell
3,715
-216
-5% -$38.7K 0.15% 106
2025
Q1 		$721K Buy
3,931
+1,055
+37% +$192K 0.2% 101
2024
Q4 		$636K Sell
2,876
-262
-8% -$62.3K 0.18% 94
2024
Q3 		$809K Buy
3,138
+80
+3% +$19.8K 0.24% 83
2024
Q2 		$750K Buy
3,058
+279
+10% +$71.8K 0.24% 82
2024
Q1 		$755K Hold
2,779
– – 0.27% 68
2023
Q4 		$672K Buy
2,779
+43
+2% +$10.2K 0.27% 70
2023
Q3 		$688K Sell
2,736
-119
-4% -$31.1K 0.32% 55
2023
Q2 		$703K Buy
2,855
+38
+1% +$8.89K 0.33% 67
2023
Q1 		$636K Buy
2,817
+32
+1% +$7.12K 0.33% 67
2022
Q4 		$645K Sell
2,785
-21
-0.7% -$5.03K 0.36% 65
2022
Q3 		$644K Sell
2,806
-96
-3% -$23.4K 0.37% 53
2022
Q2 		$676K Sell
2,902
-20
-0.7% -$4.87K 0.4% 52
2022
Q1 		$673K Buy
2,922
+114
+4% +$26.3K 0.28% 65
2021
Q4 		$705K Buy
2,808
+100
+4% +$22.8K 0.27% 68
2021
Q3 		$571K Buy
2,708
+74
+3% +$16.2K 0.24% 86
2021
Q2 		$616K Buy
2,634
+31
+1% +$7.28K 0.26% 65
2021
Q1 		$593K Sell
2,603
-88
-3% -$19.8K 0.27% 58
2020
Q4 		$589K Sell
2,691
-113
-4% -$22.2K 0.28% 57
2020
Q3 		$531K Sell
2,804
-72
-3% -$13.1K 0.28% 53
2020
Q2 		$503K Sell
2,876
-251
-8% -$41.8K 0.29% 54
2020
Q1 		$448K Buy
3,127
+93
+3% +$16.4K 0.21% 43
2019
Q4 		$576K Buy
3,034
+33
+1% +$6.23K 0.31% 67
2019
Q3 		$571K Buy
3,001
+307
+11% +$61.6K 0.32% 63
2019
Q2 		$531K Buy
2,694
+87
+3% +$17K 0.31% 51
2019
Q1 		$457K Buy
2,607
+152
+6% +$25.6K 0.27% 62
2018
Q4 		$395K Sell
2,455
-81
-3% -$16.1K 0.24% 49
2018
Q3 		$547K Buy
2,536
+59
+2% +$12.5K 0.33% 44
2018
Q2 		$542K Sell
2,477
-59
-2% -$13.3K 0.38% 31
2018
Q1 		$578K Buy
2,536
+136
+6% +$30K 0.4% 30
2017
Q4 		$549K Buy
+2,400
New +$519K 0.4% 29

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

Copperwynd Financial's STZ Position: Q2 2025 in Review

Copperwynd Financial reduced its Constellation Brands (STZ) stake by 5.5% in Q2 2025, selling an estimated $38.7K and leaving 3,715 shares worth $604K. The position accounts for 0.15% of the portfolio, ranked #106.

Copperwynd Financial first reported a position in STZ in Q4 2017 and has held it in 31 quarters since. The position peaked at $809K in Q3 2024. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Copperwynd Financial held 3,715 shares of Constellation Brands worth $604K as of Q2 2025.
  • Copperwynd Financial sold 216 Constellation Brands shares in Q2 2025, an estimated $38.7K.
  • Constellation Brands made up 0.15% of Copperwynd Financial's portfolio in Q2 2025, its #106 holding.
  • Copperwynd Financial first reported a position in Constellation Brands in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's Constellation Brands position peaked at $809K in Q3 2024.
  • 1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.