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Perpetual Ltd’s Constellation Brands STZ Stock Holding History

Perpetual Ltd’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
-1,079
Closed -$238K – 437
2024
Q4 		$238K Sell
1,079
-17
-2% -$4.04K ﹤0.01% 391
2024
Q3 		$282K Sell
1,096
-40
-4% -$9.91K ﹤0.01% 372
2024
Q2 		$292K Buy
+1,136
New +$292K ﹤0.01% 385
2023
Q4 		– Sell
-953
Closed -$240K – 484
2023
Q3 		$240K Sell
953
-920
-49% -$240K ﹤0.01% 424
2023
Q2 		$461K Sell
1,873
-13
-0.7% -$3.04K ﹤0.01% 386
2023
Q1 		$426K Buy
+1,886
New +$420K ﹤0.01% 413
2020
Q3 		$152K Hold
800
– – 0.01% 290
2020
Q2 		$140K Buy
+800
New +$133K 0.01% 214

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

Perpetual Ltd's STZ Position: Q1 2025 in Review

Perpetual Ltd sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,079 shares — an estimated $238K sold.

Perpetual Ltd first reported a position in STZ in Q2 2020 and held it in 8 quarters. The position peaked at $461K in Q2 2023. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Perpetual Ltd reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Perpetual Ltd sold 1,079 Constellation Brands shares in Q1 2025, an estimated $238K.
  • Perpetual Ltd first reported a position in Constellation Brands in Q2 2020 and held it in 8 quarters.
  • Perpetual Ltd's Constellation Brands position peaked at $461K in Q2 2023.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Perpetual Ltd's 13F filing for Q1 2025, filed 24 Apr 2025.