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Menard Financial Group’s Constellation Brands STZ Stock Holding History

Menard Financial Group’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
-4
Closed -$884 – 275
2024
Q4 		$884 Buy
+4
New +$950 ﹤0.01% 296
2022
Q3 		– Sell
-1,937
Closed -$451K – 100
2022
Q2 		$451K Sell
1,937
-199
-9% -$48.4K 0.74% 37
2022
Q1 		$492K Buy
2,136
+5
+0.2% +$1.16K 0.48% 61
2021
Q4 		$535K Sell
2,131
-125
-6% -$28.5K 0.44% 58
2021
Q3 		$475K Buy
2,256
+401
+22% +$87.5K 0.42% 68
2021
Q2 		$434K Buy
1,855
+322
+21% +$75.6K 0.41% 69
2021
Q1 		$350K Sell
1,533
-336
-18% -$75.7K 0.38% 74
2020
Q4 		$409K Sell
1,869
-11
-0.6% -$2.16K 0.44% 67
2020
Q3 		$356K Sell
1,880
-200
-10% -$36.5K 0.41% 65
2020
Q2 		$364K Buy
+2,080
New +$346K 0.46% 52

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

Menard Financial Group's STZ Position: Q1 2025 in Review

Menard Financial Group sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 4 shares — an estimated $884 sold.

Menard Financial Group first reported a position in STZ in Q2 2020 and held it in 10 quarters. The position peaked at $535K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Menard Financial Group reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 4 Constellation Brands shares in Q1 2025, an estimated $884.
  • Menard Financial Group first reported a position in Constellation Brands in Q2 2020 and held it in 10 quarters.
  • Menard Financial Group's Constellation Brands position peaked at $535K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.