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Newman Dignan & Sheerar Inc’s Constellation Brands STZ Stock Holding History

Newman Dignan & Sheerar Inc’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
-300
Closed -$55.1K – 203
2025
Q1 		$55.1K Sell
300
-1,457
-83% -$265K 0.02% 167
2024
Q4 		$388K Sell
1,757
-550
-24% -$131K 0.1% 120
2024
Q3 		$548K Buy
2,307
+333
+17% +$82.5K 0.13% 110
2024
Q2 		$508K Sell
1,974
-59
-3% -$15.2K 0.13% 111
2024
Q1 		$553K Sell
2,033
-280
-12% -$70.9K 0.15% 113
2023
Q4 		$559K Buy
2,313
+522
+29% +$124K 0.17% 107
2023
Q3 		$450K Sell
1,791
-412
-19% -$108K 0.15% 110
2023
Q2 		$542K Sell
2,203
-30
-1% -$7.02K 0.17% 110
2023
Q1 		$504K Buy
2,233
+106
+5% +$23.6K 0.16% 111
2022
Q4 		$493K Buy
2,127
+53
+3% +$12.7K 0.16% 112
2022
Q3 		$476 Buy
2,074
+26
+1% +$6.34K 0.07% 110
2022
Q2 		$477K Buy
2,048
+103
+5% +$25.1K 0.16% 115
2022
Q1 		$448 Hold
1,945
– – 0.09% 116
2021
Q4 		$488K Sell
1,945
-54
-3% -$12.3K 0.15% 117
2021
Q3 		$421K Buy
1,999
+99
+5% +$21.6K 0.12% 117
2021
Q2 		$444K Buy
1,900
+411
+28% +$96.5K 0.15% 115
2021
Q1 		$339K Buy
1,489
+200
+16% +$45.1K 0.12% 130
2020
Q4 		$282 Buy
1,289
+1
+0.1% +$197 0.05% 137
2020
Q3 		$244K Buy
1,288
+180
+16% +$32.8K 0.1% 141
2020
Q2 		$200K Buy
+1,108
New +$185K 0.09% 141
2020
Q1 		– Sell
-1,241
Closed -$235 – 155
2019
Q4 		$235 Buy
+1,241
New +$234K 0.03% 150

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

Newman Dignan & Sheerar Inc's STZ Position: Q2 2025 in Review

Newman Dignan & Sheerar Inc sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 300 shares — an estimated $55.1K sold.

Newman Dignan & Sheerar Inc first reported a position in STZ in Q4 2019 and held it in 21 quarters. The position peaked at $559K in Q4 2023. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Newman Dignan & Sheerar Inc reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 300 Constellation Brands shares in Q2 2025, an estimated $55.1K.
  • Newman Dignan & Sheerar Inc first reported a position in Constellation Brands in Q4 2019 and held it in 21 quarters.
  • Newman Dignan & Sheerar Inc's Constellation Brands position peaked at $559K in Q4 2023.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2025, filed 18 Jul 2025.