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International Assets Investment Management’s Constellation Brands STZ Stock Holding History

International Assets 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
Q2 		– Sell
-1,363
Closed -$250K – 888
2025
Q1 		$250K Buy
1,363
+23
+2% +$4.18K 0.02% 623
2024
Q4 		$298K Sell
1,340
-498,349
-100% -$118M 0.02% 579
2024
Q3 		$26.8K Buy
499,689
+497,543
+23,185% +$123M 0.07% 228
2024
Q2 		$552K Sell
2,146
-16
-0.7% -$4.12K 0.05% 338
2024
Q1 		$575K Sell
2,162
-183
-8% -$46.3K 0.06% 330
2023
Q4 		$567K Buy
2,345
+79
+3% +$18.8K 0.07% 308
2023
Q3 		$568K Buy
2,266
+13
+0.6% +$3.39K 0.08% 241
2023
Q2 		$554K Sell
2,253
-62
-3% -$14.5K 0.07% 253
2023
Q1 		$523K Sell
2,315
-1,065
-32% -$237K 0.08% 256
2022
Q4 		$783K Buy
3,380
+986
+41% +$236K 0.08% 239
2022
Q3 		$550K Sell
2,394
-10
-0.4% -$2.44K 0.12% 181
2022
Q2 		$560 Sell
2,404
-3
-0.1% -$730 0.05% 186
2022
Q1 		$554K Sell
2,407
-977
-29% -$226K 0.1% 210
2021
Q4 		$849K Sell
3,384
-241
-7% -$54.9K 0.15% 158
2021
Q3 		$764K Sell
3,625
-73
-2% -$15.9K 0.14% 179
2021
Q2 		$865K Sell
3,698
-3,107
-46% -$729K 0.16% 145
2021
Q1 		$1.52M Buy
6,805
+3,622
+114% +$816K 0.14% 150
2020
Q4 		$697K Sell
3,183
-803
-20% -$158K 0.13% 156
2020
Q3 		$755K Sell
3,986
-326
-8% -$59.5K 0.19% 117
2020
Q2 		$754K Buy
4,312
+80
+2% +$13.3K 0.18% 116
2020
Q1 		$607K Buy
+4,232
New +$747K 0.19% 114

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

International Assets Investment Management's STZ Position: Q2 2025 in Review

International Assets Investment Management sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,363 shares — an estimated $250K sold.

International Assets Investment Management first reported a position in STZ in Q1 2020 and held it in 21 quarters. The position peaked at $1.52M in Q1 2021. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • International Assets Investment Management reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • International Assets Investment Management sold 1,363 Constellation Brands shares in Q2 2025, an estimated $250K.
  • International Assets Investment Management first reported a position in Constellation Brands in Q1 2020 and held it in 21 quarters.
  • International Assets Investment Management's Constellation Brands position peaked at $1.52M in Q1 2021.
  • 1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on International Assets Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.