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Nikulski Financial’s Constellation Brands STZ Stock Holding History

Nikulski Financial’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
-1,235
Closed -$273K – 140
2024
Q4 		$273K Hold
1,235
– – 0.08% 114
2024
Q3 		$318K Sell
1,235
-190
-13% -$47.1K 0.1% 104
2024
Q2 		$367K Sell
1,425
-75
-5% -$19.3K 0.12% 96
2024
Q1 		$408K Hold
1,500
– – 0.14% 93
2023
Q4 		$363K Hold
1,500
– – 0.13% 102
2023
Q3 		$377K Hold
1,500
– – 0.16% 97
2023
Q2 		$369K Sell
1,500
-20
-1% -$4.68K 0.15% 94
2023
Q1 		$343K Sell
1,520
-110
-7% -$24.5K 0.15% 100
2022
Q4 		$378K Sell
1,630
-25
-2% -$5.98K 0.18% 95
2022
Q3 		$380K Hold
1,655
– – 0.2% 94
2022
Q2 		$386K Hold
1,655
– – 0.19% 95
2022
Q1 		$381K Hold
1,655
– – 0.16% 95
2021
Q4 		$415K Sell
1,655
-75
-4% -$17.1K 0.17% 89
2021
Q3 		$364K Hold
1,730
– – 0.17% 95
2021
Q2 		$391K Sell
1,730
-165
-9% -$38.7K 0.18% 93
2021
Q1 		$432K Sell
1,895
-10
-0.5% -$2.25K 0.22% 85
2020
Q4 		$417K Buy
1,905
+90
+5% +$17.7K 0.23% 80
2020
Q3 		$344K Buy
1,815
+280
+18% +$51.1K 0.22% 82
2020
Q2 		$269K Buy
+1,535
New +$256K 0.19% 91

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

Nikulski Financial's STZ Position: Q1 2025 in Review

Nikulski Financial sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,235 shares — an estimated $273K sold.

Nikulski Financial first reported a position in STZ in Q2 2020 and held it in 19 quarters. The position peaked at $432K in Q1 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Nikulski Financial reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Nikulski Financial sold 1,235 Constellation Brands shares in Q1 2025, an estimated $273K.
  • Nikulski Financial first reported a position in Constellation Brands in Q2 2020 and held it in 19 quarters.
  • Nikulski Financial's Constellation Brands position peaked at $432K in Q1 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Nikulski Financial's 13F filing for Q1 2025, filed 1 May 2025.