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Nvest Financial’s Constellation Brands STZ Stock Holding History

Nvest 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
Q2 		– Sell
-2,127
Closed -$390K – 110
2025
Q1 		$390K Buy
2,127
+189
+10% +$34.3K 0.21% 71
2024
Q4 		$428K Buy
1,938
+95
+5% +$22.6K 0.22% 83
2024
Q3 		$475K Sell
1,843
-29
-2% -$7.19K 0.27% 72
2024
Q2 		$482K Sell
1,872
-2
-0.1% -$514 0.3% 61
2024
Q1 		$509K Sell
1,874
-213
-10% -$53.9K 0.34% 54
2023
Q4 		$504K Sell
2,087
-60
-3% -$14.3K 0.4% 49
2023
Q3 		$540K Sell
2,147
-44
-2% -$11.5K 0.5% 38
2023
Q2 		$539K Buy
2,191
+237
+12% +$55.5K 0.47% 41
2023
Q1 		$441K Buy
1,954
+6
+0.3% +$1.33K 0.46% 46
2022
Q4 		$452K Buy
1,948
+4
+0.2% +$957 0.57% 41
2022
Q3 		$446K Buy
1,944
+11
+0.6% +$2.68K 0.63% 37
2022
Q2 		$451K Sell
1,933
-43
-2% -$10.5K 0.47% 43
2022
Q1 		$455K Buy
+1,976
New +$456K 0.37% 52

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

Nvest Financial's STZ Position: Q2 2025 in Review

Nvest Financial sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 2,127 shares — an estimated $390K sold.

Nvest Financial first reported a position in STZ in Q1 2022 and held it in 13 quarters. The position peaked at $540K in Q3 2023. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Nvest Financial reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Nvest Financial sold 2,127 Constellation Brands shares in Q2 2025, an estimated $390K.
  • Nvest Financial first reported a position in Constellation Brands in Q1 2022 and held it in 13 quarters.
  • Nvest Financial's Constellation Brands position peaked at $540K in Q3 2023.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Nvest Financial's 13F filing for Q2 2025, filed 28 Jul 2025.