Curbstone Financial Management Corp’s Constellation Brands STZ Stock Holding History

Curbstone Financial Management Corp’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	-1,940	Closed	-$429K	–	197
2024 Q4	$429K	Buy	1,940 +106	+6%	+$25.2K	0.09%	179
2024 Q3	$473K	Hold	1,834	–	–	0.1%	171
2024 Q2	$472K	Sell	1,834 -30	-2%	-$7.72K	0.1%	170
2024 Q1	$507K	Hold	1,864	–	–	0.11%	167
2023 Q4	$451K	Buy	1,864 +30	+2%	+$7.13K	0.1%	177
2023 Q3	$461K	Hold	1,834	–	–	0.11%	163
2023 Q2	$451K	Hold	1,834	–	–	0.11%	164
2023 Q1	$414K	Buy	1,834 +58	+3%	+$12.9K	0.1%	175
2022 Q4	$412K	Hold	1,776	–	–	0.1%	171
2022 Q3	$408K	Sell	1,776 -38	-2%	-$9.26K	0.1%	171
2022 Q2	$423K	Hold	1,814	–	–	0.1%	175
2022 Q1	$418K	Hold	1,814	–	–	0.08%	197
2021 Q4	$455K	Buy	+1,814	New	+$413K	0.08%	188
2021 Q3	–	Sell	-1,814	Closed	-$424K	–	201
2021 Q2	$424K	Hold	1,814	–	–	0.08%	188
2021 Q1	$414K	Buy	+1,814	New	+$409K	0.08%	181

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

Curbstone Financial Management Corp's STZ Position: Q1 2025 in Review

Curbstone Financial Management Corp sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,940 shares — an estimated $429K sold.

Curbstone Financial Management Corp first reported a position in STZ in Q1 2021 and held it in 15 quarters. The position peaked at $507K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Curbstone Financial Management Corp reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Curbstone Financial Management Corp sold 1,940 Constellation Brands shares in Q1 2025, an estimated $429K.
Curbstone Financial Management Corp first reported a position in Constellation Brands in Q1 2021 and held it in 15 quarters.
Curbstone Financial Management Corp's Constellation Brands position peaked at $507K in Q1 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Curbstone Financial Management Corp's 13F filing for Q1 2025, filed 15 Apr 2025.