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Douglass Winthrop Advisors’s Constellation Brands STZ Stock Holding History

Douglass Winthrop Advisors’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
-2,711
Closed -$599K – 295
2024
Q4 		$599K Sell
2,711
-50
-2% -$11.9K 0.01% 184
2024
Q3 		$711K Buy
2,761
+35
+1% +$8.68K 0.01% 178
2024
Q2 		$701K Buy
2,726
+19
+0.7% +$4.89K 0.01% 163
2024
Q1 		$736K Buy
2,707
+155
+6% +$39.2K 0.02% 162
2023
Q4 		$617K Hold
2,552
– – 0.01% 159
2023
Q3 		$641K Hold
2,552
– – 0.02% 145
2023
Q2 		$628K Hold
2,552
– – 0.02% 155
2023
Q1 		$576K Sell
2,552
-5
-0.2% -$1.11K 0.01% 158
2022
Q4 		$593K Sell
2,557
-26
-1% -$6.22K 0.02% 159
2022
Q3 		$593K Hold
2,583
– – 0.02% 147
2022
Q2 		$602K Hold
2,583
– – 0.02% 157
2022
Q1 		$595K Sell
2,583
-250
-9% -$57.7K 0.01% 171
2021
Q4 		$711K Sell
2,833
-60
-2% -$13.7K 0.02% 160
2021
Q3 		$610K Hold
2,893
– – 0.01% 177
2021
Q2 		$677K Buy
2,893
+60
+2% +$14.1K 0.02% 173
2021
Q1 		$646K Hold
2,833
– – 0.02% 170
2020
Q4 		$621K Buy
2,833
+35
+1% +$6.88K 0.02% 168
2020
Q3 		$530K Sell
2,798
-65
-2% -$11.9K 0.02% 166
2020
Q2 		$501K Sell
2,863
-203
-7% -$33.8K 0.02% 165
2020
Q1 		$440K Sell
3,066
-105
-3% -$18.5K 0.02% 162
2019
Q4 		$602K Buy
3,171
+432
+16% +$81.6K 0.02% 171
2019
Q3 		$568K Buy
2,739
+200
+8% +$40.2K 0.02% 163
2019
Q2 		$500K Buy
2,539
+150
+6% +$29.3K 0.02% 173
2019
Q1 		$419K Sell
2,389
-35
-1% -$5.89K 0.02% 176
2018
Q4 		$390K Hold
2,424
– – 0.02% 184
2018
Q3 		$523K Sell
2,424
-68
-3% -$14.5K 0.02% 164
2018
Q2 		$545K Buy
2,492
+150
+6% +$33.9K 0.02% 189
2018
Q1 		$534K Sell
2,342
-30
-1% -$6.61K 0.03% 184
2017
Q4 		$542K Sell
2,372
-68
-3% -$14.7K 0.03% 163
2017
Q3 		$487K Buy
2,440
+165
+7% +$32.7K 0.03% 171
2017
Q2 		$441K Hold
2,275
– – 0.03% 176
2017
Q1 		$369K Hold
2,275
– – 0.02% 183
2016
Q4 		$349K Hold
2,275
– – 0.02% 183
2016
Q3 		$379K Hold
2,275
– – 0.03% 178
2016
Q2 		$376K Hold
2,275
– – 0.03% 174
2016
Q1 		$344K Hold
2,275
– – 0.02% 178
2015
Q4 		$324K Buy
2,275
+275
+14% +$37.9K 0.02% 184
2015
Q3 		$250K Hold
2,000
– – 0.02% 212
2015
Q2 		$232K Hold
2,000
– – 0.02% 235
2015
Q1 		$232K Sell
2,000
-49
-2% -$5.51K 0.02% 235
2014
Q4 		$201K Buy
+2,049
New +$188K 0.02% 206
2014
Q1 		– Sell
-3,400
Closed -$239K – 201
2013
Q4 		$239K Buy
+3,400
New +$227K 0.02% 164

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Douglass Winthrop Advisors's STZ Position: Q1 2025 in Review

Douglass Winthrop Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 2,711 shares — an estimated $599K sold.

Douglass Winthrop Advisors first reported a position in STZ in Q4 2013 and held it in 42 quarters. The position peaked at $736K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Douglass Winthrop Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 2,711 Constellation Brands shares in Q1 2025, an estimated $599K.
  • Douglass Winthrop Advisors first reported a position in Constellation Brands in Q4 2013 and held it in 42 quarters.
  • Douglass Winthrop Advisors's Constellation Brands position peaked at $736K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2025, filed 14 May 2025.