Crescent Sterling’s Constellation Brands STZ Stock Holding History

Crescent Sterling’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	-5,747	Closed	-$1.27M	–	80
2024 Q4	$1.27M	Buy	5,747 +1,259	+28%	+$299K	1.3%	22
2024 Q3	$1.16M	Buy	4,488 +35	+0.8%	+$8.68K	1.1%	28
2024 Q2	$1.15M	Sell	4,453 -89	-2%	-$22.9K	1.1%	30
2024 Q1	$1.23M	Sell	4,542 -36	-0.8%	-$9.11K	1.12%	29
2023 Q4	$1.11M	Buy	4,578 +38	+0.8%	+$9.04K	1.1%	31
2023 Q3	$1.14M	Sell	4,540 -133	-3%	-$34.7K	1.21%	27
2023 Q2	$1.15M	Buy	4,673 +188	+4%	+$44K	1.09%	29
2023 Q1	$1.01M	Buy	4,485 +674	+18%	+$150K	0.98%	33
2022 Q4	$883K	Buy	+3,811	New	+$912K	0.95%	32

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

Crescent Sterling's STZ Position: Q1 2025 in Review

Crescent Sterling sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 5,747 shares — an estimated $1.27M sold.

Crescent Sterling first reported a position in STZ in Q4 2022 and held it in 9 quarters. The position peaked at $1.27M in Q4 2024. 1,176 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Crescent Sterling reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Crescent Sterling sold 5,747 Constellation Brands shares in Q1 2025, an estimated $1.27M.
Crescent Sterling first reported a position in Constellation Brands in Q4 2022 and held it in 9 quarters.
Crescent Sterling's Constellation Brands position peaked at $1.27M in Q4 2024.
1,176 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Crescent Sterling's 13F filing for Q1 2025, filed 15 Apr 2025.