First Long Island Investors’s Constellation Brands STZ Stock Holding History

First Long Island Investors’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	-50,815	Closed	-$9.33M	–	67
2025 Q1	$9.33M	Sell	50,815 -46,472	-48%	-$8.44M	0.77%	49
2024 Q4	$21.5M	Buy	97,287 +50,477	+108%	+$12M	1.71%	23
2024 Q3	$12.1M	Buy	46,810 +2,445	+6%	+$606K	0.95%	41
2024 Q2	$11.4M	Buy	44,365 +20,045	+82%	+$5.16M	0.97%	46
2024 Q1	$6.61M	Buy	24,320 +265	+1%	+$67.1K	0.55%	49
2023 Q4	$5.82M	Sell	24,055 -195	-0.8%	-$46.4K	0.52%	49
2023 Q3	$6.09M	Buy	24,250 +147	+0.6%	+$38.4K	0.59%	50
2023 Q2	$5.93M	Buy	+24,103	New	+$5.64M	0.57%	49

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 Long Island Investors's STZ Position: Q2 2025 in Review

First Long Island Investors sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 50,815 shares — an estimated $9.33M sold.

First Long Island Investors first reported a position in STZ in Q2 2023 and held it in 8 quarters. The position peaked at $21.5M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

First Long Island Investors reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
First Long Island Investors sold 50,815 Constellation Brands shares in Q2 2025, an estimated $9.33M.
First Long Island Investors first reported a position in Constellation Brands in Q2 2023 and held it in 8 quarters.
First Long Island Investors's Constellation Brands position peaked at $21.5M in Q4 2024.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on First Long Island Investors's 13F filing for Q2 2025, filed 12 Aug 2025.