Harbour Trust & Investment Management’s Constellation Brands STZ Stock Holding History

Harbour Trust & 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 Q3	–	Sell	-2,410	Closed	-$392K	–	162
2025 Q2	$392K	Sell	2,410 -3,537	-59%	-$634K	0.04%	122
2025 Q1	$1.09M	Sell	5,947 -26,498	-82%	-$4.81M	0.13%	83
2024 Q4	$7.17M	Sell	32,445 -627	-2%	-$149K	0.82%	39
2024 Q3	$8.52M	Sell	33,072 -444	-1%	-$110K	0.97%	32
2024 Q2	$8.62M	Sell	33,516 -89	-0.3%	-$22.9K	1.03%	28
2024 Q1	$9.13M	Buy	33,605 +876	+3%	+$222K	1.15%	24
2023 Q4	$7.91M	Buy	+32,729	New	+$7.78M	1.12%	30

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harbour Trust & Investment Management's STZ Position: Q3 2025 in Review

Harbour Trust & Investment Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 2,410 shares — an estimated $392K sold.

Harbour Trust & Investment Management first reported a position in STZ in Q4 2023 and held it in 7 quarters. The position peaked at $9.13M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

Harbour Trust & Investment Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
Harbour Trust & Investment Management sold 2,410 Constellation Brands shares in Q3 2025, an estimated $392K.
Harbour Trust & Investment Management first reported a position in Constellation Brands in Q4 2023 and held it in 7 quarters.
Harbour Trust & Investment Management's Constellation Brands position peaked at $9.13M in Q1 2024.
1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Harbour Trust & Investment Management's 13F filing for Q3 2025, filed 28 Oct 2025.