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Private Wealth Partners’s Constellation Brands STZ Stock Holding History

Private Wealth 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
Q1 		– Sell
-1,746
Closed -$386K – 181
2024
Q4 		$386K Buy
1,746
+16
+0.9% +$3.8K 0.03% 140
2024
Q3 		$446K Sell
1,730
-1,990
-53% -$493K 0.04% 129
2024
Q2 		$957K Buy
3,720
+120
+3% +$30.9K 0.07% 93
2024
Q1 		$978K Buy
3,600
+215
+6% +$54.4K 0.08% 85
2023
Q4 		$818K Sell
3,385
-480
-12% -$114K 0.07% 95
2023
Q3 		$971K Buy
3,865
+10
+0.3% +$2.61K 0.09% 80
2023
Q2 		$949K Sell
3,855
-150
-4% -$35.1K 0.09% 85
2023
Q1 		$905K Buy
+4,005
New +$891K 0.09% 87
2022
Q2 		– Sell
-14,645
Closed -$3.37M – 84
2022
Q1 		$3.37M Sell
14,645
-1,310
-8% -$303K 0.3% 51
2021
Q4 		$4M Buy
15,955
+4,585
+40% +$1.04M 0.34% 48
2021
Q3 		$2.4M Sell
11,370
-505
-4% -$110K 0.22% 53
2021
Q2 		$2.78M Buy
+11,875
New +$2.79M 0.26% 52

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

Private Wealth Partners's STZ Position: Q1 2025 in Review

Private Wealth Partners sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,746 shares — an estimated $386K sold.

Private Wealth Partners first reported a position in STZ in Q2 2021 and held it in 12 quarters. The position peaked at $4M in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Private Wealth Partners reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Partners sold 1,746 Constellation Brands shares in Q1 2025, an estimated $386K.
  • Private Wealth Partners first reported a position in Constellation Brands in Q2 2021 and held it in 12 quarters.
  • Private Wealth Partners's Constellation Brands position peaked at $4M in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.