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Lindbrook Capital’s Constellation Brands STZ Stock Holding History

Lindbrook Capital’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 		$15.2K Sell
83
-182
-69% -$33.1K ﹤0.01% 1470
2024
Q4 		$58.6K Sell
265
-68
-20% -$16.2K 0.01% 756
2024
Q3 		$85.8K Sell
333
-119
-26% -$29.5K 0.01% 604
2024
Q2 		$116K Buy
452
+21
+5% +$5.4K 0.01% 486
2024
Q1 		$117K Buy
431
+50
+13% +$12.7K 0.01% 491
2023
Q4 		$92.1K Buy
381
+132
+53% +$31.4K 0.01% 545
2023
Q3 		$62.6K Buy
249
+32
+15% +$8.35K 0.01% 605
2023
Q2 		$53.4K Buy
217
+42
+24% +$9.83K 0.01% 697
2023
Q1 		$39.5K Sell
175
-37
-17% -$8.23K ﹤0.01% 779
2022
Q4 		$49.1K Sell
212
-607
-74% -$145K 0.01% 704
2022
Q3 		$188K Buy
819
+95
+13% +$23.2K 0.03% 275
2022
Q2 		$169K Buy
724
+19
+3% +$4.62K 0.03% 321
2022
Q1 		$162K Buy
705
+35
+5% +$8.08K 0.03% 342
2021
Q4 		$168K Buy
670
+6
+0.9% +$1.37K 0.03% 348
2021
Q3 		$140K Buy
664
+9
+1% +$1.96K 0.04% 214
2021
Q2 		$153K Hold
655
– – 0.03% 217
2021
Q1 		$149K Buy
655
+538
+460% +$121K 0.03% 203
2020
Q4 		$26K Buy
117
+24
+26% +$4.72K 0.01% 602
2020
Q3 		$18K Buy
93
+1
+1% +$182 0.01% 649
2020
Q2 		$16K Sell
92
-39
-30% -$6.5K ﹤0.01% 692
2020
Q1 		$19K Sell
131
-198
-60% -$34.9K 0.01% 563
2019
Q4 		$62K Sell
329
-17
-5% -$3.21K 0.02% 377
2019
Q3 		$72K Buy
346
+37
+12% +$7.43K 0.03% 307
2019
Q2 		$60K Hold
309
– – 0.02% 357
2019
Q1 		$54K Sell
309
-6
-2% -$1.01K 0.02% 386
2018
Q4 		$50K Buy
+315
New +$62.6K 0.02% 343

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's STZ Position: Q1 2025 in Review

Lindbrook Capital reduced its Constellation Brands (STZ) stake by 69% in Q1 2025, selling an estimated $33.1K and leaving 83 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Lindbrook Capital first reported a position in STZ in Q4 2018 and has held it in 26 quarters since. The position peaked at $188K in Q3 2022. 1,177 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Lindbrook Capital held 83 shares of Constellation Brands worth $15.2K as of Q1 2025.
  • Lindbrook Capital sold 182 Constellation Brands shares in Q1 2025, an estimated $33.1K.
  • Constellation Brands made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1470 holding.
  • Lindbrook Capital first reported a position in Constellation Brands in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Constellation Brands position peaked at $188K in Q3 2022.
  • 1,177 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.