Emerald Advisers’s Constellation Brands STZ Stock Holding History

Emerald Advisers’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	-1,824	Closed	-$403K	–	264
2024 Q4	$403K	Sell	1,824 -2,285	-56%	-$543K	0.02%	189
2024 Q3	$1.06M	Sell	4,109 -42	-1%	-$10.4K	0.04%	131
2024 Q2	$1.07M	Sell	4,151 -672	-14%	-$173K	0.04%	137
2024 Q1	$1.31M	Sell	4,823 -280	-5%	-$70.9K	0.05%	135
2023 Q4	$1.23M	Sell	5,103 -340	-6%	-$80.9K	0.05%	145
2023 Q3	$1.37M	Sell	5,443 -52	-0.9%	-$13.6K	0.07%	136
2023 Q2	$1.35M	Buy	+5,495	New	+$1.29M	0.06%	136
2018 Q2	–	Sell	-915	Closed	-$209K	–	270
2018 Q1	$209K	Sell	915 -1,162	-56%	-$256K	0.01%	239
2017 Q4	$475K	Sell	2,077 -59	-3%	-$12.8K	0.02%	210
2017 Q3	$426K	Hold	2,136	–	–	0.02%	204
2017 Q2	$414K	Hold	2,136	–	–	0.02%	199
2017 Q1	$346K	Sell	2,136 -19	-0.9%	-$2.96K	0.01%	204
2016 Q4	$330K	Hold	2,155	–	–	0.01%	225
2016 Q3	$359K	Hold	2,155	–	–	0.02%	293
2016 Q2	$356K	Hold	2,155	–	–	0.02%	294
2016 Q1	$326K	Hold	2,155	–	–	0.02%	303
2015 Q4	$307K	Buy	+2,155	New	+$297K	0.01%	301

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

Emerald Advisers's STZ Position: Q1 2025 in Review

Emerald Advisers sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,824 shares — an estimated $403K sold.

Emerald Advisers first reported a position in STZ in Q4 2015 and held it in 17 quarters. The position peaked at $1.37M in Q3 2023. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Emerald Advisers reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Emerald Advisers sold 1,824 Constellation Brands shares in Q1 2025, an estimated $403K.
Emerald Advisers first reported a position in Constellation Brands in Q4 2015 and held it in 17 quarters.
Emerald Advisers's Constellation Brands position peaked at $1.37M in Q3 2023.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Emerald Advisers's 13F filing for Q1 2025, filed 1 May 2025.