Loomis, Sayles & Company
STZ icon

Loomis, Sayles & Company’s Constellation Brands STZ Stock Holding History

Loomis, Sayles & Company’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
-188
Closed -$35K – 796
2025
Q1 		$35K Sell
188
-103
-35% -$18.7K ﹤0.01% 674
2024
Q4 		$64K Buy
291
+104
+56% +$24.7K ﹤0.01% 619
2024
Q3 		$48K Buy
187
+3
+2% +$744 ﹤0.01% 638
2024
Q2 		$47K Buy
184
+4
+2% +$1.03K ﹤0.01% 636
2024
Q1 		$49K Sell
180
-89
-33% -$22.5K ﹤0.01% 620
2023
Q4 		$65K Buy
269
+61
+29% +$14.5K ﹤0.01% 580
2023
Q3 		$52K Buy
208
+28
+16% +$7.31K ﹤0.01% 601
2023
Q2 		$44K Buy
180
+18
+11% +$4.21K ﹤0.01% 634
2023
Q1 		$37K Sell
162
-70
-30% -$15.6K ﹤0.01% 669
2022
Q4 		$54K Buy
232
+225
+3,214% +$53.9K ﹤0.01% 600
2022
Q3 		$2K Buy
+7
New +$1.71K ﹤0.01% 848
2022
Q2 		– Sell
-6
Closed -$1K – 1045
2022
Q1 		$1K Buy
+6
New +$1.39K ﹤0.01% 997
2020
Q3 		– Sell
-94
Closed -$16K – 719
2020
Q2 		$16K Sell
94
-5
-5% -$833 ﹤0.01% 597
2020
Q1 		$14K Sell
99
-226
-70% -$39.9K ﹤0.01% 623
2019
Q4 		$62K Buy
325
+22
+7% +$4.16K ﹤0.01% 672
2019
Q3 		$63K Buy
+303
New +$60.8K ﹤0.01% 608
2018
Q1 		– Sell
-53,551
Closed -$12.2M – 919
2017
Q4 		$12.2M Sell
53,551
-171
-0.3% -$37K 0.03% 394
2017
Q3 		$10.7M Sell
53,722
-37,391
-41% -$7.4M 0.02% 415
2017
Q2 		$17.7M Sell
91,113
-45,944
-34% -$8.18M 0.04% 290
2017
Q1 		$22.2M Buy
137,057
+32,768
+31% +$5.11M 0.06% 229
2016
Q4 		$16M Sell
104,289
-12,744
-11% -$2.02M 0.04% 326
2016
Q3 		$19.5M Sell
117,033
-12,906
-10% -$2.13M 0.05% 265
2016
Q2 		$21.5M Buy
129,939
+21,834
+20% +$3.42M 0.06% 247
2016
Q1 		$16.3M Buy
+108,105
New +$15.6M 0.05% 332

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

Loomis, Sayles & Company's STZ Position: Q2 2025 in Review

Loomis, Sayles & Company sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 188 shares — an estimated $35K sold.

Loomis, Sayles & Company first reported a position in STZ in Q1 2016 and held it in 24 quarters. The position peaked at $22.2M in Q1 2017. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Loomis, Sayles & Company reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 188 Constellation Brands shares in Q2 2025, an estimated $35K.
  • Loomis, Sayles & Company first reported a position in Constellation Brands in Q1 2016 and held it in 24 quarters.
  • Loomis, Sayles & Company's Constellation Brands position peaked at $22.2M in Q1 2017.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Loomis, Sayles & Company's 13F filing for Q2 2025, filed 13 Aug 2025.