Panagora Asset Management’s Constellation Brands STZ Stock Holding History

Panagora Asset Management’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	-1,033	Closed	-$228K	–	1201
2024 Q4	$228K	Sell	1,033 -4,664	-82%	-$1.11M	﹤0.01%	1030
2024 Q3	$1.47M	Sell	5,697 -1	-0%	-$248	0.01%	607
2024 Q2	$1.47M	Sell	5,698 -3,456	-38%	-$889K	0.01%	603
2024 Q1	$2.49M	Hold	9,154	–	–	0.01%	510
2023 Q4	$2.21M	Hold	9,154	–	–	0.01%	528
2023 Q3	$2.3M	Buy	9,154 +174	+2%	+$45.4K	0.01%	477
2023 Q2	$2.21M	Hold	8,980	–	–	0.01%	508
2023 Q1	$2.03M	Sell	8,980 -3,806	-30%	-$847K	0.01%	569
2022 Q4	$2.96M	Sell	12,786 -2,488	-16%	-$595K	0.02%	505
2022 Q3	$3.51M	Buy	15,274 +947	+7%	+$231K	0.02%	444
2022 Q2	$3.34M	Buy	14,327 +344	+2%	+$83.7K	0.02%	487
2022 Q1	$3.22M	Sell	13,983 -13,645	-49%	-$3.15M	0.02%	532
2021 Q4	$6.93M	Buy	27,628 +14,399	+109%	+$3.28M	0.04%	354
2021 Q3	$2.79M	Hold	13,229	–	–	0.01%	581
2021 Q2	$3.09M	Buy	13,229 +780	+6%	+$183K	0.02%	572
2021 Q1	$2.84M	Sell	12,449 -340	-3%	-$76.6K	0.02%	624
2020 Q4	$2.8M	Sell	12,789 -674	-5%	-$133K	0.02%	577
2020 Q3	$2.55M	Buy	13,463 +649	+5%	+$118K	0.02%	552
2020 Q2	$2.24M	Sell	12,814 -1,850	-13%	-$308K	0.01%	626
2020 Q1	$2.1M	Buy	14,664 +5,676	+63%	+$1M	0.01%	576
2019 Q4	$1.71M	Sell	8,988 -462	-5%	-$87.2K	0.01%	847
2019 Q3	$1.96M	Sell	9,450 -124	-1%	-$24.9K	0.01%	755
2019 Q2	$1.89M	Buy	9,574 +12	+0.1%	+$2.34K	0.01%	857
2019 Q1	$1.68M	Sell	9,562 -1,441	-13%	-$243K	0.01%	907
2018 Q4	$1.77M	Buy	11,003 +1,028	+10%	+$204K	0.01%	821
2018 Q3	$2.15M	Sell	9,975 -699	-7%	-$149K	0.01%	814
2018 Q2	$2.34M	Buy	10,674 +325	+3%	+$73.4K	0.01%	816
2018 Q1	$2.36M	Buy	10,349 +1,565	+18%	+$345K	0.01%	810
2017 Q4	$2.01M	Buy	8,784 +634	+8%	+$137K	0.01%	883
2017 Q3	$1.63M	Sell	8,150 -1,136	-12%	-$225K	0.01%	935
2017 Q2	$1.8M	Buy	9,286 +1,833	+25%	+$326K	0.01%	907
2017 Q1	$1.21M	Sell	7,453 -514	-6%	-$80.1K	0.01%	1061
2016 Q4	$1.22M	Sell	7,967 -1,742	-18%	-$277K	0.01%	1113
2016 Q3	$1.62M	Buy	9,709 +1,627	+20%	+$268K	0.01%	1002
2016 Q2	$1.34M	Sell	8,082 -24,381	-75%	-$3.82M	0.01%	1011
2016 Q1	$4.91M	Buy	32,463 +18,182	+127%	+$2.63M	0.02%	581
2015 Q4	$2.03M	Sell	14,281 -72	-0.5%	-$9.91K	0.01%	821
2015 Q3	$1.8M	Buy	14,353 +3,009	+27%	+$371K	0.01%	801
2015 Q2	$1.32M	Sell	11,344 -980	-8%	-$116K	0.01%	974
2015 Q1	$1.43M	Sell	12,324 -112	-0.9%	-$12.6K	0.01%	915
2014 Q4	$1.22M	Sell	12,436 -125	-1%	-$11.4K	0.01%	956
2014 Q3	$1.09M	Sell	12,561 -856	-6%	-$74.4K	0.01%	1005
2014 Q2	$1.18M	Sell	13,417 -2,641	-16%	-$218K	0.01%	1039
2014 Q1	$1.36M	Buy	16,058 +2,986	+23%	+$237K	0.01%	1041
2013 Q4	$920K	Buy	13,072 +382	+3%	+$25.5K	﹤0.01%	1199
2013 Q3	$728K	Sell	12,690 -678	-5%	-$36.9K	﹤0.01%	1229
2013 Q2	$697K	Buy	+13,368	New	+$674K	﹤0.01%	1196

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Panagora Asset Management's STZ Position: Q1 2025 in Review

Panagora Asset Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,033 shares — an estimated $228K sold.

Panagora Asset Management first reported a position in STZ in Q2 2013 and held it in 47 quarters. The position peaked at $6.93M in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Panagora Asset Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Panagora Asset Management sold 1,033 Constellation Brands shares in Q1 2025, an estimated $228K.
Panagora Asset Management first reported a position in Constellation Brands in Q2 2013 and held it in 47 quarters.
Panagora Asset Management's Constellation Brands position peaked at $6.93M in Q4 2021.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Panagora Asset Management's 13F filing for Q1 2025, filed 15 May 2025.