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Mayflower Financial Advisors’s Constellation Brands STZ Stock Holding History

Mayflower Financial Advisors’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
-1,497
Closed -$331K – 396
2024
Q4 		$331K Sell
1,497
-19
-1% -$4.51K 0.05% 282
2024
Q3 		$391K Sell
1,516
-30
-2% -$7.44K 0.06% 255
2024
Q2 		$398K Buy
1,546
+9
+0.6% +$2.31K 0.07% 246
2024
Q1 		$418K Sell
1,537
-42
-3% -$10.6K 0.07% 237
2023
Q4 		$382K Sell
1,579
-27
-2% -$6.42K 0.05% 232
2023
Q3 		$404K Sell
1,606
-273
-15% -$71.3K 0.06% 215
2023
Q2 		$462K Buy
1,879
+8
+0.4% +$1.87K 0.06% 213
2023
Q1 		$423K Buy
1,871
+6
+0.3% +$1.33K 0.06% 228
2022
Q4 		$432K Sell
1,865
-5
-0.3% -$1.2K 0.06% 218
2022
Q3 		$430K Buy
1,870
+2
+0.1% +$487 0.07% 208
2022
Q2 		$435K Sell
1,868
-23
-1% -$5.6K 0.07% 205
2022
Q1 		$435K Sell
1,891
-2
-0.1% -$462 0.06% 222
2021
Q4 		$475K Sell
1,893
-22
-1% -$5.01K 0.06% 198
2021
Q3 		$414K Buy
1,915
+103
+6% +$22.5K 0.06% 214
2021
Q2 		$424K Buy
1,812
+26
+1% +$6.1K 0.06% 190
2021
Q1 		$407K Buy
1,786
+2
+0.1% +$451 0.06% 189
2020
Q4 		$391K Buy
+1,784
New +$351K 0.07% 166

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

Mayflower Financial Advisors's STZ Position: Q1 2025 in Review

Mayflower Financial Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,497 shares — an estimated $331K sold.

Mayflower Financial Advisors first reported a position in STZ in Q4 2020 and held it in 17 quarters. The position peaked at $475K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Mayflower Financial Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Mayflower Financial Advisors sold 1,497 Constellation Brands shares in Q1 2025, an estimated $331K.
  • Mayflower Financial Advisors first reported a position in Constellation Brands in Q4 2020 and held it in 17 quarters.
  • Mayflower Financial Advisors's Constellation Brands position peaked at $475K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Mayflower Financial Advisors's 13F filing for Q1 2025, filed 2 May 2025.