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Leeward Financial Partners’s Constellation Brands STZ Stock Holding History

Leeward Financial Partners’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
-931
Closed -$206K – 95
2024
Q4 		$206K Buy
931
+142
+18% +$33.7K 0.07% 91
2024
Q3 		$203K Buy
+789
New +$196K 0.08% 85
2024
Q1 		– Sell
-946
Closed -$229K – 98
2023
Q4 		$229K Sell
946
-10,619
-92% -$2.53M 0.11% 81
2023
Q3 		$2.91M Buy
11,565
+1,355
+13% +$354K 1.61% 22
2023
Q2 		$2.51M Buy
10,210
+525
+5% +$123K 1.44% 25
2023
Q1 		$2.19M Buy
9,685
+663
+7% +$148K 1.34% 30
2022
Q4 		$2.09M Buy
+9,022
New +$2.16M 1.44% 28

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Leeward Financial Partners's STZ Position: Q1 2025 in Review

Leeward Financial Partners sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 931 shares — an estimated $206K sold.

Leeward Financial Partners first reported a position in STZ in Q4 2022 and held it in 7 quarters. The position peaked at $2.91M in Q3 2023. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Leeward Financial Partners reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Leeward Financial Partners sold 931 Constellation Brands shares in Q1 2025, an estimated $206K.
  • Leeward Financial Partners first reported a position in Constellation Brands in Q4 2022 and held it in 7 quarters.
  • Leeward Financial Partners's Constellation Brands position peaked at $2.91M in Q3 2023.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Leeward Financial Partners's 13F filing for Q1 2025, filed 9 May 2025.