Darsana Capital Partners’s Constellation Brands STZ Stock Holding History

Darsana Capital Partners’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	-1,250,000	Closed	-$276M	–	16
2024 Q4	$276M	Sell	1,250,000 -20,800	-2%	-$4.94M	8.41%	6
2024 Q3	$327M	Sell	1,270,800 -29,200	-2%	-$7.24M	8.06%	8
2024 Q2	$334M	Hold	1,300,000	–	–	9.14%	5
2024 Q1	$353M	Hold	1,300,000	–	–	11.35%	2
2023 Q4	$314M	Buy	1,300,000 +425,000	+49%	+$101M	11.21%	5
2023 Q3	$220M	Buy	875,000 +650,000	+289%	+$170M	10.78%	6
2023 Q2	$55.4M	Buy	+225,000	New	+$52.6M	3.57%	7

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

Darsana Capital Partners's STZ Position: Q1 2025 in Review

Darsana Capital Partners sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,250,000 shares — an estimated $276M sold.

Darsana Capital Partners first reported a position in STZ in Q2 2023 and held it in 7 quarters. The position peaked at $353M in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Darsana Capital Partners reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Darsana Capital Partners sold 1,250,000 Constellation Brands shares in Q1 2025, an estimated $276M.
Darsana Capital Partners first reported a position in Constellation Brands in Q2 2023 and held it in 7 quarters.
Darsana Capital Partners's Constellation Brands position peaked at $353M in Q1 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Darsana Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.