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Ironwood Investment Counsel’s Constellation Brands STZ Stock Holding History

Ironwood Investment Counsel’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
-1,291
Closed -$237K – 270
2025
Q1 		$237K Sell
1,291
-95
-7% -$17.3K 0.04% 218
2024
Q4 		$306K Sell
1,386
-225
-14% -$53.5K 0.05% 202
2024
Q3 		$415K Sell
1,611
-636
-28% -$158K 0.07% 183
2024
Q2 		$201K Buy
2,247
+534
+31% +$137K 0.04% 250
2024
Q1 		$466K Sell
1,713
-238
-12% -$60.2K 0.08% 172
2023
Q4 		$472K Sell
1,951
-73
-4% -$17.4K 0.09% 168
2023
Q3 		$509K Buy
+2,024
New +$528K 0.11% 159

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

Ironwood Investment Counsel's STZ Position: Q2 2025 in Review

Ironwood Investment Counsel sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,291 shares — an estimated $237K sold.

Ironwood Investment Counsel first reported a position in STZ in Q3 2023 and held it in 7 quarters. The position peaked at $509K in Q3 2023. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Ironwood Investment Counsel reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Ironwood Investment Counsel sold 1,291 Constellation Brands shares in Q2 2025, an estimated $237K.
  • Ironwood Investment Counsel first reported a position in Constellation Brands in Q3 2023 and held it in 7 quarters.
  • Ironwood Investment Counsel's Constellation Brands position peaked at $509K in Q3 2023.
  • 1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Ironwood Investment Counsel's 13F filing for Q2 2025, filed 8 Aug 2025.