Deroy & Devereaux Private Investment Counsel’s Constellation Brands STZ Stock Holding History

Deroy & Devereaux Private Investment Counsel’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	-1,000	Closed	-$221K	–	177
2024 Q4	$221K	Hold	1,000	–	–	0.01%	162
2024 Q3	$258K	Hold	1,000	–	–	0.01%	156
2024 Q2	$257K	Hold	1,000	–	–	0.02%	153
2024 Q1	$272K	Hold	1,000	–	–	0.02%	158
2023 Q4	$242K	Hold	1,000	–	–	0.02%	159
2023 Q3	$251K	Hold	1,000	–	–	0.02%	162
2023 Q2	$246K	Hold	1,000	–	–	0.02%	161
2023 Q1	$226K	Hold	1,000	–	–	0.02%	134
2022 Q4	$232K	Hold	1,000	–	–	0.02%	133
2022 Q3	$230K	Hold	1,000	–	–	0.02%	129
2022 Q2	$233K	Hold	1,000	–	–	0.02%	131
2022 Q1	$230K	Sell	1,000 -6	-0.6%	-$1.39K	0.02%	145
2021 Q4	$252K	Buy	1,006 +6	+0.6%	+$1.37K	0.02%	138
2021 Q3	$211K	Hold	1,000	–	–	0.02%	144
2021 Q2	$234K	Hold	1,000	–	–	0.02%	141
2021 Q1	$228K	Hold	1,000	–	–	0.02%	138
2020 Q4	$219K	Buy	+1,000	New	+$197K	0.02%	140
2019 Q4	–	Sell	-1,300	Closed	-$269K	–	153
2019 Q3	$269K	Hold	1,300	–	–	0.03%	118
2019 Q2	$256K	Hold	1,300	–	–	0.02%	124
2019 Q1	$228K	Hold	1,300	–	–	0.02%	139
2018 Q4	$209K	Hold	1,300	–	–	0.02%	153
2018 Q3	$280K	Hold	1,300	–	–	0.03%	142
2018 Q2	$285K	Sell	1,300 -100	-7%	-$22.6K	0.03%	136
2018 Q1	$319K	Buy	+1,400	New	+$308K	0.03%	134

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Deroy & Devereaux Private Investment Counsel's STZ Position: Q1 2025 in Review

Deroy & Devereaux Private Investment Counsel sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,000 shares — an estimated $221K sold.

Deroy & Devereaux Private Investment Counsel first reported a position in STZ in Q1 2018 and held it in 24 quarters. The position peaked at $319K in Q1 2018. 1,177 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Deroy & Devereaux Private Investment Counsel reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Deroy & Devereaux Private Investment Counsel sold 1,000 Constellation Brands shares in Q1 2025, an estimated $221K.
Deroy & Devereaux Private Investment Counsel first reported a position in Constellation Brands in Q1 2018 and held it in 24 quarters.
Deroy & Devereaux Private Investment Counsel's Constellation Brands position peaked at $319K in Q1 2018.
1,177 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q1 2025, filed 29 Apr 2025.