Ritholtz Wealth Management’s Constellation Brands STZ Stock Holding History

Ritholtz Wealth 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	-1,571	Closed	-$347K	–	967
2024 Q4	$347K	Sell	1,571 -323	-17%	-$76.7K	0.01%	666
2024 Q3	$488K	Sell	1,894 -195	-9%	-$48.3K	0.01%	561
2024 Q2	$537K	Sell	2,089 -149	-7%	-$38.3K	0.02%	496
2024 Q1	$608K	Sell	2,238 -176	-7%	-$44.5K	0.02%	483
2023 Q4	$584K	Buy	2,414 +140	+6%	+$33.3K	0.02%	457
2023 Q3	$572K	Buy	+2,274	New	+$594K	0.03%	424
2022 Q4	–	Sell	-1,147	Closed	-$263K	–	720
2022 Q3	$263K	Buy	+1,147	New	+$280K	0.01%	584

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

Ritholtz Wealth Management's STZ Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,571 shares — an estimated $347K sold.

Ritholtz Wealth Management first reported a position in STZ in Q3 2022 and held it in 7 quarters. The position peaked at $608K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Ritholtz Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 1,571 Constellation Brands shares in Q1 2025, an estimated $347K.
Ritholtz Wealth Management first reported a position in Constellation Brands in Q3 2022 and held it in 7 quarters.
Ritholtz Wealth Management's Constellation Brands position peaked at $608K in Q1 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.