HWM
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Hohimer Wealth Management’s Constellation Brands STZ Stock Holding History

Hohimer Wealth 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
Q2 		– Sell
-4,471
Closed -$821K – 297
2025
Q1 		$821K Sell
4,471
-8,875
-66% -$1.61M 0.16% 120
2024
Q4 		$2.95M Buy
13,346
+9,107
+215% +$2.16M 0.56% 66
2024
Q3 		$1.09M Buy
4,239
+126
+3% +$31.2K 0.24% 110
2024
Q2 		$1.06M Sell
4,113
-10,773
-72% -$2.77M 0.25% 110
2024
Q1 		$4.05M Hold
14,886
– – 0.95% 28
2023
Q4 		$3.6M Buy
14,886
+128
+0.9% +$30.4K 0.91% 32
2023
Q3 		$3.71M Sell
14,758
-238
-2% -$62.1K 1.06% 28
2023
Q2 		$3.69M Sell
14,996
-430
-3% -$101K 1.02% 25
2023
Q1 		$3.48M Buy
15,426
+1,322
+9% +$294K 1.01% 27
2022
Q4 		$3.27M Sell
14,104
-257
-2% -$61.5K 1.04% 28
2022
Q3 		$3.3M Buy
14,361
+158
+1% +$38.5K 1.06% 31
2022
Q2 		$3.31M Sell
14,203
-1,206
-8% -$294K 0.98% 37
2022
Q1 		$3.55M Buy
15,409
+1,071
+7% +$247K 0.7% 47
2021
Q4 		$3.6M Buy
14,338
+72
+0.5% +$16.4K 0.76% 47
2021
Q3 		$3.01M Buy
14,266
+719
+5% +$157K 0.63% 61
2021
Q2 		$3.17M Buy
13,547
+976
+8% +$229K 0.65% 61
2021
Q1 		$2.87M Buy
12,571
+2,025
+19% +$456K 0.7% 52
2020
Q4 		$2.31M Buy
10,546
+66
+0.6% +$13K 0.61% 52
2020
Q3 		$1.89M Buy
10,480
+1,183
+13% +$216K 0.54% 63
2020
Q2 		$1.63M Buy
9,297
+3,957
+74% +$659K 0.56% 62
2020
Q1 		$871K Buy
5,340
+939
+21% +$166K 0.37% 106
2019
Q4 		$835K Buy
+4,401
New +$831K 0.29% 134

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Hohimer Wealth Management's STZ Position: Q2 2025 in Review

Hohimer Wealth Management sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 4,471 shares — an estimated $821K sold.

Hohimer Wealth Management first reported a position in STZ in Q4 2019 and held it in 22 quarters. The position peaked at $4.05M in Q1 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Hohimer Wealth Management reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 4,471 Constellation Brands shares in Q2 2025, an estimated $821K.
  • Hohimer Wealth Management first reported a position in Constellation Brands in Q4 2019 and held it in 22 quarters.
  • Hohimer Wealth Management's Constellation Brands position peaked at $4.05M in Q1 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Hohimer Wealth Management's 13F filing for Q2 2025, filed 19 Aug 2025.