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Exchange Capital Management’s Constellation Brands STZ Stock Holding History

Exchange Capital 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
Q1 		– Sell
-2,519
Closed -$557K – 212
2024
Q4 		$557K Sell
2,519
-109
-4% -$25.9K 0.09% 149
2024
Q3 		$677K Sell
2,628
-117
-4% -$29K 0.11% 144
2024
Q2 		$706K Sell
2,745
-2
-0.1% -$514 0.12% 141
2024
Q1 		$747K Sell
2,747
-10
-0.4% -$2.53K 0.12% 139
2023
Q4 		$667K Sell
2,757
-168
-6% -$40K 0.12% 134
2023
Q3 		$735K Sell
2,925
-207
-7% -$54K 0.14% 130
2023
Q2 		$771K Sell
3,132
-25
-0.8% -$5.85K 0.14% 125
2023
Q1 		$713K Sell
3,157
-101
-3% -$22.5K 0.14% 124
2022
Q4 		$755K Sell
3,258
-40
-1% -$9.57K 0.17% 115
2022
Q3 		$757K Sell
3,298
-24
-0.7% -$5.85K 0.18% 119
2022
Q2 		$774K Sell
3,322
-5
-0.2% -$1.22K 0.17% 122
2022
Q1 		$766K Sell
3,327
-10
-0.3% -$2.31K 0.14% 123
2021
Q4 		$838K Sell
3,337
-43
-1% -$9.8K 0.15% 124
2021
Q3 		$712K Sell
3,380
-295
-8% -$64.4K 0.14% 126
2021
Q2 		$860K Sell
3,675
-75
-2% -$17.6K 0.17% 121
2021
Q1 		$855K Buy
3,750
+593
+19% +$134K 0.18% 118
2020
Q4 		$692K Buy
3,157
+1,223
+63% +$240K 0.15% 121
2020
Q3 		$367K Buy
+1,934
New +$353K 0.09% 141
2016
Q4 		– Sell
-125
Closed -$21K – 220
2016
Q3 		$21K Buy
+125
New +$20.6K 0.01% 137
2014
Q4 		– Sell
-706
Closed -$62K – 395
2014
Q3 		$62K Hold
706
– – 0.03% 90
2014
Q2 		$62K Hold
706
– – 0.03% 84
2014
Q1 		$60K Hold
706
– – 0.03% 96
2013
Q4 		$50K Hold
706
– – 0.02% 88
2013
Q3 		$41K Hold
706
– – 0.02% 90
2013
Q2 		$37K Buy
+706
New +$35.6K 0.02% 87

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

Exchange Capital Management's STZ Position: Q1 2025 in Review

Exchange Capital Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 2,519 shares — an estimated $557K sold.

Exchange Capital Management first reported a position in STZ in Q2 2013 and held it in 25 quarters. The position peaked at $860K in Q2 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Exchange Capital Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Exchange Capital Management sold 2,519 Constellation Brands shares in Q1 2025, an estimated $557K.
  • Exchange Capital Management first reported a position in Constellation Brands in Q2 2013 and held it in 25 quarters.
  • Exchange Capital Management's Constellation Brands position peaked at $860K in Q2 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Exchange Capital Management's 13F filing for Q1 2025, filed 1 May 2025.