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Evelyn Partners Investment Management’s Constellation Brands STZ Stock Holding History

Evelyn Partners Investment Management’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
Q2 		– Sell
-100
Closed -$18.4K – 436
2025
Q1 		$18.4K Hold
100
– – ﹤0.01% 339
2024
Q4 		$22.1K Buy
+100
New +$23.8K ﹤0.01% 321

Other funds holding STZ

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Evelyn Partners Investment Management's STZ Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 100 shares — an estimated $18.4K sold.

Evelyn Partners Investment Management first reported a position in STZ in Q4 2024 and held it in 2 quarters. The position peaked at $22.1K in Q4 2024. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 100 Constellation Brands shares in Q2 2025, an estimated $18.4K.
  • Evelyn Partners Investment Management first reported a position in Constellation Brands in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management's Constellation Brands position peaked at $22.1K in Q4 2024.
  • 1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.