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FORA Capital’s Constellation Brands STZ Stock Holding History

FORA Capital’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
-43,576
Closed -$9.63M – 642
2024
Q4 		$9.63M Buy
43,576
+24,647
+130% +$5.86M 1.1% 16
2024
Q3 		$4.88M Buy
18,929
+14,863
+366% +$3.68M 0.57% 47
2024
Q2 		$1.05M Buy
+4,066
New +$1.05M 0.13% 208
2024
Q1 		– Sell
-25,091
Closed -$6.07M – 558
2023
Q4 		$6.07M Buy
+25,091
New +$5.97M 0.52% 59
2023
Q2 		– Sell
-19,929
Closed -$4.5M – 603
2023
Q1 		$4.5M Buy
19,929
+8,897
+81% +$1.98M 0.45% 54
2022
Q4 		$2.56M Buy
+11,032
New +$2.64M 0.41% 62
2022
Q2 		– Sell
-3,727
Closed -$869K – 669
2022
Q1 		$869K Sell
3,727
-836
-18% -$193K 0.16% 182
2021
Q4 		$1.15M Buy
4,563
+3,238
+244% +$738K 0.44% 60
2021
Q3 		$279K Buy
+1,325
New +$289K 0.07% 291
2020
Q4 		– Sell
-2,698
Closed -$511K – 1131
2020
Q3 		$511K Buy
2,698
+197
+8% +$35.9K 0.34% 60
2020
Q2 		$438K Buy
+2,501
New +$417K 0.15% 177
2020
Q1 		– Sell
-15,378
Closed -$2.92M – 1324
2019
Q4 		$2.92M Buy
+15,378
New +$2.9M 0.29% 73

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

FORA Capital's STZ Position: Q1 2025 in Review

FORA Capital sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 43,576 shares — an estimated $9.63M sold.

FORA Capital first reported a position in STZ in Q4 2019 and held it in 12 quarters. The position peaked at $9.63M in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • FORA Capital reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • FORA Capital sold 43,576 Constellation Brands shares in Q1 2025, an estimated $9.63M.
  • FORA Capital first reported a position in Constellation Brands in Q4 2019 and held it in 12 quarters.
  • FORA Capital's Constellation Brands position peaked at $9.63M in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.