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Perbak Capital Partners’s Constellation Brands STZ Stock Holding History

Perbak Capital Partners’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
-1,999
Closed -$367K – 329
2025
Q1 		$367K Buy
+1,999
New +$363K 0.27% 52

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BlackRock
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State Street
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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

Perbak Capital Partners's STZ Position: Q2 2025 in Review

Perbak Capital Partners sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,999 shares — an estimated $367K sold.

Perbak Capital Partners first reported a position in STZ in Q1 2025 and held it in 1 quarter. The position peaked at $367K in Q1 2025. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Perbak Capital Partners reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Perbak Capital Partners sold 1,999 Constellation Brands shares in Q2 2025, an estimated $367K.
  • Perbak Capital Partners first reported a position in Constellation Brands in Q1 2025 and held it in 1 quarter.
  • Perbak Capital Partners's Constellation Brands position peaked at $367K in Q1 2025.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Perbak Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.