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DOHJ LLC’s Constellation Brands STZ Stock Holding History

DOHJ LLC’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
Q3 		– Sell
-6,924
Closed -$1.3M – 121
2025
Q2 		$1.3M Sell
6,924
-92
-1% -$16.5K 0.38% 60
2025
Q1 		$1.29M Buy
7,016
+119
+2% +$21.6K 0.29% 71
2024
Q4 		$1.52M Sell
6,897
-1,773
-20% -$421K 0.35% 63
2024
Q3 		$2.22M Buy
8,670
+1,037
+14% +$257K 0.52% 50
2024
Q2 		$1.96M Buy
7,633
+886
+13% +$228K 0.49% 51
2024
Q1 		$1.83M Buy
6,747
+4,667
+224% +$1.18M 0.49% 50
2023
Q4 		$503K Buy
+2,080
New +$495K 0.15% 103

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DOHJ LLC's STZ Position: Q3 2025 in Review

DOHJ LLC sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 6,924 shares — an estimated $1.3M sold.

DOHJ LLC first reported a position in STZ in Q4 2023 and held it in 7 quarters. The position peaked at $2.22M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • DOHJ LLC reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 6,924 Constellation Brands shares in Q3 2025, an estimated $1.3M.
  • DOHJ LLC first reported a position in Constellation Brands in Q4 2023 and held it in 7 quarters.
  • DOHJ LLC's Constellation Brands position peaked at $2.22M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.