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Investment House LLC’s Constellation Brands STZ Stock Holding History

Investment House 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
Q2 		– Sell
-1,700
Closed -$312K – 232
2025
Q1 		$312K Sell
1,700
-2,888
-63% -$525K 0.02% 195
2024
Q4 		$1.01M Sell
4,588
-20,577
-82% -$4.89M 0.06% 133
2024
Q3 		$6.48M Sell
25,165
-2,709
-10% -$671K 0.35% 67
2024
Q2 		$7.17M Sell
27,874
-28
-0.1% -$7.2K 0.41% 59
2024
Q1 		$7.58M Buy
27,902
+4,957
+22% +$1.25M 0.45% 60
2023
Q4 		$5.55M Sell
22,945
-83
-0.4% -$19.7K 0.39% 64
2023
Q3 		$5.79M Buy
23,028
+209
+0.9% +$54.6K 0.46% 59
2023
Q2 		$5.62M Buy
22,819
+350
+2% +$81.9K 0.42% 63
2023
Q1 		$5.08M Buy
22,469
+1,942
+9% +$432K 0.42% 63
2022
Q4 		$4.76M Buy
20,527
+4,310
+27% +$1.03M 0.45% 63
2022
Q3 		$3.73M Buy
16,217
+780
+5% +$190K 0.35% 66
2022
Q2 		$3.6M Sell
15,437
-150
-1% -$36.5K 0.32% 70
2022
Q1 		$3.59M Sell
15,587
-523
-3% -$121K 0.26% 71
2021
Q4 		$4.04M Sell
16,110
-10,825
-40% -$2.47M 0.26% 70
2021
Q3 		$5.67M Buy
26,935
+18,665
+226% +$4.07M 0.41% 56
2021
Q2 		$1.93M Buy
8,270
+1,455
+21% +$342K 0.14% 91
2021
Q1 		$1.55M Sell
6,815
-257
-4% -$57.9K 0.12% 93
2020
Q4 		$1.55M Sell
7,072
-645
-8% -$127K 0.11% 104
2020
Q3 		$1.46M Sell
7,717
-78
-1% -$14.2K 0.11% 99
2020
Q2 		$1.36M Sell
7,795
-9,170
-54% -$1.53M 0.12% 95
2020
Q1 		$2.43M Sell
16,965
-11,075
-39% -$1.95M 0.28% 72
2019
Q4 		$5.32M Sell
28,040
-455
-2% -$85.9K 0.49% 59
2019
Q3 		$5.91M Buy
28,495
+2,400
+9% +$482K 0.6% 50
2019
Q2 		$5.14M Buy
26,095
+1,255
+5% +$245K 0.54% 55
2019
Q1 		$4.36M Buy
24,840
+7,415
+43% +$1.25M 0.47% 61
2018
Q4 		$2.8M Buy
+17,425
New +$3.46M 0.35% 73

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

Investment House LLC's STZ Position: Q2 2025 in Review

Investment House LLC sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,700 shares — an estimated $312K sold.

Investment House LLC first reported a position in STZ in Q4 2018 and held it in 26 quarters. The position peaked at $7.58M in Q1 2024. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Investment House LLC reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Investment House LLC sold 1,700 Constellation Brands shares in Q2 2025, an estimated $312K.
  • Investment House LLC first reported a position in Constellation Brands in Q4 2018 and held it in 26 quarters.
  • Investment House LLC's Constellation Brands position peaked at $7.58M in Q1 2024.
  • 1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Investment House LLC's 13F filing for Q2 2025, filed 14 Aug 2025.