Machina Capital’s Constellation Brands STZ Stock Holding History

Machina 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	–	Sell	-6,627	Closed	-$1.46M	–	369
2024 Q4	$1.46M	Buy	+6,627	New	+$1.57M	0.62%	50
2024 Q1	–	Sell	-3,586	Closed	-$867K	–	337
2023 Q4	$867K	Buy	+3,586	New	+$853K	0.56%	58
2023 Q1	–	Sell	-1,000	Closed	-$232K	–	517
2022 Q4	$232K	Buy	+1,000	New	+$239K	0.43%	113
2019 Q1	–	Sell	-9,381	Closed	-$1.51M	–	545
2018 Q4	$1.51M	Buy	+9,381	New	+$1.86M	1%	10

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Machina Capital's STZ Position: Q1 2025 in Review

Machina Capital sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 6,627 shares — an estimated $1.46M sold.

Machina Capital first reported a position in STZ in Q4 2018 and held it in 4 quarters. The position peaked at $1.51M in Q4 2018. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Machina Capital reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Machina Capital sold 6,627 Constellation Brands shares in Q1 2025, an estimated $1.46M.
Machina Capital first reported a position in Constellation Brands in Q4 2018 and held it in 4 quarters.
Machina Capital's Constellation Brands position peaked at $1.51M in Q4 2018.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Machina Capital's 13F filing for Q1 2025, filed 6 May 2025.