Hunter Associates Investment Management’s Constellation Brands STZ Stock Holding History

Hunter Associates 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 Q1	–	Sell	-5,103	Closed	-$1.14M	–	258
2024 Q4	$1.14M	Buy	5,103 +28	+0.6%	+$6.65K	0.17%	115
2024 Q3	$1.31M	Buy	5,075 +270	+6%	+$66.9K	0.2%	112
2024 Q2	$1.24M	Buy	4,805 +231	+5%	+$59.4K	0.21%	111
2024 Q1	$1.24M	Buy	4,574 +653	+17%	+$165K	0.21%	113
2023 Q4	$949K	Buy	3,921 +753	+24%	+$179K	0.17%	118
2023 Q3	$806K	Buy	+3,168	New	+$827K	0.16%	119
2019 Q4	–	Sell	-1,900	Closed	-$394K	–	176
2019 Q3	$394K	Hold	1,900	–	–	0.14%	114
2019 Q2	$374K	Hold	1,900	–	–	0.13%	117
2019 Q1	$333K	Buy	1,900 +250	+15%	+$42.1K	0.12%	124
2018 Q4	$265K	Hold	1,650	–	–	0.11%	128
2018 Q3	$356K	Hold	1,650	–	–	0.12%	120
2018 Q2	$361K	Buy	+1,650	New	+$373K	0.13%	121

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

Hunter Associates Investment Management's STZ Position: Q1 2025 in Review

Hunter Associates Investment Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 5,103 shares — an estimated $1.14M sold.

Hunter Associates Investment Management first reported a position in STZ in Q2 2018 and held it in 12 quarters. The position peaked at $1.31M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Hunter Associates Investment Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Hunter Associates Investment Management sold 5,103 Constellation Brands shares in Q1 2025, an estimated $1.14M.
Hunter Associates Investment Management first reported a position in Constellation Brands in Q2 2018 and held it in 12 quarters.
Hunter Associates Investment Management's Constellation Brands position peaked at $1.31M in Q3 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Hunter Associates Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.