HCM
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HMS Capital Management’s Constellation Brands STZ Stock Holding History

HMS Capital 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
-3,018
Closed -$667K – 119
2024
Q4 		$667K Sell
3,018
-42
-1% -$9.98K 0.32% 58
2024
Q3 		$789K Buy
3,060
+232
+8% +$57.5K 0.39% 52
2024
Q2 		$727K Buy
2,828
+1
+0% +$257 0.38% 52
2024
Q1 		$768K Sell
2,827
-155
-5% -$39.2K 0.43% 52
2023
Q4 		$721K Sell
2,982
-32
-1% -$7.61K 0.44% 50
2023
Q3 		$757K Sell
3,014
-107
-3% -$27.9K 0.5% 49
2023
Q2 		$768K Sell
3,121
-20
-0.6% -$4.68K 0.47% 49
2023
Q1 		$710K Buy
3,141
+18
+0.6% +$4.01K 0.45% 52
2022
Q4 		$724K Sell
3,123
-184
-6% -$44K 0.41% 48
2022
Q3 		$760K Sell
3,307
-32
-1% -$7.8K 0.46% 49
2022
Q2 		$778K Buy
3,339
+1,203
+56% +$293K 0.39% 52
2022
Q1 		$492K Buy
+2,136
New +$493K 0.21% 91

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

HMS Capital Management's STZ Position: Q1 2025 in Review

HMS Capital Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 3,018 shares — an estimated $667K sold.

HMS Capital Management first reported a position in STZ in Q1 2022 and held it in 12 quarters. The position peaked at $789K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • HMS Capital Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • HMS Capital Management sold 3,018 Constellation Brands shares in Q1 2025, an estimated $667K.
  • HMS Capital Management first reported a position in Constellation Brands in Q1 2022 and held it in 12 quarters.
  • HMS Capital Management's Constellation Brands position peaked at $789K in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

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