Hartford Funds Management’s Constellation Brands STZ Stock Holding History

Hartford Funds 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	-1,732	Closed	-$383K	–	103
2024 Q4	$383K	Sell	1,732 -65	-4%	-$15.4K	0.04%	95
2024 Q3	$463K	Buy	1,797 +72	+4%	+$17.8K	0.04%	85
2024 Q2	$444K	Buy	1,725 +107	+7%	+$27.5K	0.04%	81
2024 Q1	$440K	Sell	1,618 -136	-8%	-$34.4K	0.04%	73
2023 Q4	$424K	Sell	1,754 -452	-20%	-$107K	0.04%	67
2023 Q3	$554K	Buy	2,206 +143	+7%	+$37.3K	0.06%	31
2023 Q2	$508K	Buy	2,063 +508	+33%	+$119K	0.05%	32
2023 Q1	$351K	Buy	1,555 +18	+1%	+$4.01K	0.04%	45
2022 Q4	$356K	Buy	1,537 +414	+37%	+$99.1K	0.04%	34
2022 Q3	$258K	Buy	+1,123	New	+$274K	0.03%	23

Other funds holding STZ

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Hartford Funds Management's STZ Position: Q1 2025 in Review

Hartford Funds Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,732 shares — an estimated $383K sold.

Hartford Funds Management first reported a position in STZ in Q3 2022 and held it in 10 quarters. The position peaked at $554K in Q3 2023. 1,176 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Hartford Funds Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Hartford Funds Management sold 1,732 Constellation Brands shares in Q1 2025, an estimated $383K.
Hartford Funds Management first reported a position in Constellation Brands in Q3 2022 and held it in 10 quarters.
Hartford Funds Management's Constellation Brands position peaked at $554K in Q3 2023.
1,176 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Hartford Funds Management's 13F filing for Q1 2025, filed 6 May 2025.