First Bankers Trust’s Constellation Brands STZ Stock Holding History

First Bankers Trust’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	-1,482	Closed	-$272K	–	144
2025 Q1	$272K	Sell	1,482 -7,565	-84%	-$1.37M	0.11%	129
2024 Q4	$2M	Buy	9,047 +966	+12%	+$230K	0.78%	45
2024 Q3	$2.08M	Buy	8,081 +1,445	+22%	+$358K	0.8%	45
2024 Q2	$1.71M	Buy	6,636 +807	+14%	+$208K	0.71%	47
2024 Q1	$1.58M	Buy	5,829 +248	+4%	+$62.8K	0.68%	50
2023 Q4	$1.35M	Buy	+5,581	New	+$1.33M	0.63%	52

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

First Bankers Trust's STZ Position: Q2 2025 in Review

First Bankers Trust sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,482 shares — an estimated $272K sold.

First Bankers Trust first reported a position in STZ in Q4 2023 and held it in 6 quarters. The position peaked at $2.08M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

First Bankers Trust reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
First Bankers Trust sold 1,482 Constellation Brands shares in Q2 2025, an estimated $272K.
First Bankers Trust first reported a position in Constellation Brands in Q4 2023 and held it in 6 quarters.
First Bankers Trust's Constellation Brands position peaked at $2.08M in Q3 2024.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on First Bankers Trust's 13F filing for Q2 2025, filed 15 Jul 2025.