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HeadInvest LLC’s Constellation Brands STZ Stock Holding History

HeadInvest LLC’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
-1,410
Closed -$312K – 240
2024
Q4 		$312K Sell
1,410
-674
-32% -$160K 0.06% 190
2024
Q3 		$537K Hold
2,084
– – 0.1% 141
2024
Q2 		$536K Sell
2,084
-76
-4% -$19.5K 0.11% 135
2024
Q1 		$587K Buy
2,160
+293
+16% +$74.1K 0.11% 129
2023
Q4 		$451K Buy
1,867
+924
+98% +$220K 0.09% 150
2023
Q3 		$234K Sell
943
-35
-4% -$9.14K 0.05% 198
2023
Q2 		$262K Buy
978
+5
+0.5% +$1.17K 0.06% 194
2023
Q1 		$220K Buy
+973
New +$217K 0.05% 210

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

HeadInvest LLC's STZ Position: Q1 2025 in Review

HeadInvest LLC sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,410 shares — an estimated $312K sold.

HeadInvest LLC first reported a position in STZ in Q1 2023 and held it in 8 quarters. The position peaked at $587K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • HeadInvest LLC reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • HeadInvest LLC sold 1,410 Constellation Brands shares in Q1 2025, an estimated $312K.
  • HeadInvest LLC first reported a position in Constellation Brands in Q1 2023 and held it in 8 quarters.
  • HeadInvest LLC's Constellation Brands position peaked at $587K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on HeadInvest LLC's 13F filing for Q1 2025, filed 15 May 2025.