RiverGlades Family Offices’s Constellation Brands STZ Stock Holding History

RiverGlades Family Offices’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	-1,525	Closed	-$337K	–	84
2024 Q4	$337K	Buy	1,525 +25	+2%	+$5.94K	0.24%	61
2024 Q3	$387K	Hold	1,500	–	–	0.28%	57
2024 Q2	$386K	Hold	1,500	–	–	0.3%	54
2024 Q1	$391K	Hold	1,500	–	–	0.31%	54
2023 Q4	$371K	Hold	1,500	–	–	0.3%	54
2023 Q3	$377K	Hold	1,500	–	–	0.33%	47
2023 Q2	$369K	Hold	1,500	–	–	0.33%	48
2023 Q1	$339K	Hold	1,500	–	–	0.31%	50
2022 Q4	$348K	Buy	+1,500	New	+$359K	0.32%	52
2022 Q2	$350K	Hold	1,500	–	–	0.32%	50
2022 Q1	$345K	Hold	1,500	–	–	0.26%	63
2021 Q4	$376K	Hold	1,500	–	–	0.27%	57
2021 Q3	$316K	Hold	1,500	–	–	0.25%	62
2021 Q2	$351K	Hold	1,500	–	–	0.27%	57
2021 Q1	$342K	Hold	1,500	–	–	0.28%	55
2020 Q4	$329K	Hold	1,500	–	–	0.28%	55
2020 Q3	$284K	Buy	+1,500	New	+$274K	0.27%	53

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

RiverGlades Family Offices's STZ Position: Q1 2025 in Review

RiverGlades Family Offices sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,525 shares — an estimated $337K sold.

RiverGlades Family Offices first reported a position in STZ in Q3 2020 and held it in 17 quarters. The position peaked at $391K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

RiverGlades Family Offices reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
RiverGlades Family Offices sold 1,525 Constellation Brands shares in Q1 2025, an estimated $337K.
RiverGlades Family Offices first reported a position in Constellation Brands in Q3 2020 and held it in 17 quarters.
RiverGlades Family Offices's Constellation Brands position peaked at $391K in Q1 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on RiverGlades Family Offices's 13F filing for Q1 2025, filed 9 May 2025.