Riverview Trust Company’s Constellation Brands STZ Stock Holding History

Riverview Trust Company’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 Q3	–	Sell	-45	Closed	-$7.32K	–	219
2025 Q2	$7.32K	Hold	45	–	–	0.01%	203
2025 Q1	$8.26K	Sell	45 -298	-87%	-$54.1K	0.01%	574
2024 Q4	$75.8K	Sell	343 -3	-0.9%	-$713	0.07%	183
2024 Q3	$89.2K	Buy	346 +94	+37%	+$23.3K	0.08%	176
2024 Q2	$64.8K	Sell	252 -1,325	-84%	-$341K	0.06%	191
2024 Q1	$429K	Hold	1,577	–	–	0.33%	50
2023 Q4	$381K	Hold	1,577	–	–	0.39%	56
2023 Q3	$396K	Hold	1,577	–	–	0.35%	53
2023 Q2	$388K	Hold	1,577	–	–	0.35%	50
2023 Q1	$356K	Hold	1,577	–	–	0.33%	54
2022 Q4	$365K	Buy	1,577 +142	+10%	+$34K	0.35%	54
2022 Q3	$330K	Hold	1,435	–	–	0.32%	56
2022 Q2	$334K	Hold	1,435	–	–	0.29%	62
2022 Q1	$331K	Buy	1,435 +110	+8%	+$25.4K	0.25%	73
2021 Q4	$333K	Hold	1,325	–	–	0.2%	61
2021 Q3	$279K	Hold	1,325	–	–	0.3%	64
2021 Q2	$310K	Hold	1,325	–	–	0.33%	61
2021 Q1	$302K	Hold	1,325	–	–	0.34%	61
2020 Q4	$290K	Hold	1,325	–	–	0.32%	60
2020 Q3	$251K	Hold	1,325	–	–	0.29%	64
2020 Q2	$232K	Hold	1,325	–	–	0.23%	83
2020 Q1	$190K	Hold	1,325	–	–	0.18%	88
2019 Q4	$251K	Hold	1,325	–	–	0.17%	97
2019 Q3	$275K	Sell	1,325 -1,305	-50%	-$262K	0.19%	93
2019 Q2	$518K	Sell	2,630 -19	-0.7%	-$3.71K	0.36%	54
2019 Q1	$464K	Hold	2,649	–	–	0.35%	62
2018 Q4	$426K	Buy	+2,649	New	+$526K	0.33%	59

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverview Trust Company's STZ Position: Q3 2025 in Review

Riverview Trust Company sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 45 shares — an estimated $7.32K sold.

Riverview Trust Company first reported a position in STZ in Q4 2018 and held it in 27 quarters. The position peaked at $518K in Q2 2019. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

Riverview Trust Company reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
Riverview Trust Company sold 45 Constellation Brands shares in Q3 2025, an estimated $7.32K.
Riverview Trust Company first reported a position in Constellation Brands in Q4 2018 and held it in 27 quarters.
Riverview Trust Company's Constellation Brands position peaked at $518K in Q2 2019.
1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Riverview Trust Company's 13F filing for Q3 2025, filed 22 Oct 2025.