RSS
STZ icon

Rosenblum Silverman Sutton’s Constellation Brands STZ Stock Holding History

Rosenblum Silverman Sutton’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
Q2 		– Sell
-1,845
Closed -$339K – 78
2025
Q1 		$339K Sell
1,845
-13,183
-88% -$2.39M 0.09% 66
2024
Q4 		$3.32M Sell
15,028
-1,140
-7% -$271K 0.83% 33
2024
Q3 		$4.17M Sell
16,168
-95
-0.6% -$23.5K 1.07% 30
2024
Q2 		$4.18M Buy
16,263
+240
+1% +$61.7K 1.12% 27
2024
Q1 		$4.35M Sell
16,023
-280
-2% -$70.9K 1.23% 27
2023
Q4 		$3.94M Sell
16,303
-796
-5% -$189K 1.25% 30
2023
Q3 		$4.3M Buy
17,099
+443
+3% +$116K 1.46% 24
2023
Q2 		$4.1M Sell
16,656
-45
-0.3% -$10.5K 1.35% 27
2023
Q1 		$3.77M Sell
16,701
-1,925
-10% -$428K 1.37% 26
2022
Q4 		$4.32M Sell
18,626
-534
-3% -$128K 1.57% 24
2022
Q3 		$4.4M Sell
19,160
-391
-2% -$95.3K 1.59% 25
2022
Q2 		$4.56M Buy
19,551
+650
+3% +$158K 1.48% 26
2022
Q1 		$4.35M Sell
18,901
-55
-0.3% -$12.7K 1.11% 35
2021
Q4 		$4.76M Sell
18,956
-225
-1% -$51.3K 1.07% 36
2021
Q3 		$4.04M Buy
19,181
+30
+0.2% +$6.55K 0.92% 36
2021
Q2 		$4.48M Buy
19,151
+348
+2% +$81.7K 1.01% 35
2021
Q1 		$4.29M Buy
18,803
+257
+1% +$57.9K 1.1% 32
2020
Q4 		$4.06M Buy
18,546
+940
+5% +$185K 1.06% 32
2020
Q3 		$3.34M Buy
17,606
+1,870
+12% +$341K 0.94% 33
2020
Q2 		$2.75M Buy
15,736
+914
+6% +$152K 0.88% 32
2020
Q1 		$2.13M Sell
14,822
-1,090
-7% -$192K 0.85% 33
2019
Q4 		$3.02M Sell
15,912
-16,100
-50% -$3.04M 1.1% 33
2019
Q3 		$6.64M Sell
32,012
-277
-0.9% -$55.6K 2.56% 17
2019
Q2 		$6.36M Sell
32,289
-243
-0.7% -$47.4K 2.41% 15
2019
Q1 		$5.7M Buy
+32,532
New +$5.48M 2.26% 18

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Rosenblum Silverman Sutton's STZ Position: Q2 2025 in Review

Rosenblum Silverman Sutton sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,845 shares — an estimated $339K sold.

Rosenblum Silverman Sutton first reported a position in STZ in Q1 2019 and held it in 25 quarters. The position peaked at $6.64M in Q3 2019. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Rosenblum Silverman Sutton reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Rosenblum Silverman Sutton sold 1,845 Constellation Brands shares in Q2 2025, an estimated $339K.
  • Rosenblum Silverman Sutton first reported a position in Constellation Brands in Q1 2019 and held it in 25 quarters.
  • Rosenblum Silverman Sutton's Constellation Brands position peaked at $6.64M in Q3 2019.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2025, filed 13 Aug 2025.