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Scholtz & Company’s Constellation Brands STZ Stock Holding History

Scholtz & 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
Q1 		– Sell
-1,488
Closed -$329K – 57
2024
Q4 		$329K Sell
1,488
-200
-12% -$47.5K 0.16% 43
2024
Q3 		$435K Hold
1,688
– – 0.21% 42
2024
Q2 		$434K Sell
1,688
-55
-3% -$14.1K 0.18% 43
2024
Q1 		$474K Buy
+1,743
New +$441K 0.21% 41
2018
Q4 		– Sell
-10,865
Closed -$2.34M – 59
2018
Q3 		$2.34M Sell
10,865
-11,820
-52% -$2.51M 1.48% 28
2018
Q2 		$4.96M Buy
22,685
+5,235
+30% +$1.18M 3.48% 11
2018
Q1 		$3.98M Sell
17,450
-5,772
-25% -$1.27M 2.94% 11
2017
Q4 		$5.31M Sell
23,222
-219
-0.9% -$47.3K 3.85% 6
2017
Q3 		$4.67M Buy
23,441
+242
+1% +$47.9K 3.66% 7
2017
Q2 		$4.49M Sell
23,199
-736
-3% -$131K 3.88% 3
2017
Q1 		$3.88M Buy
23,935
+90
+0.4% +$14K 3.29% 13
2016
Q4 		$3.66M Buy
23,845
+2,715
+13% +$431K 3.18% 16
2016
Q3 		$3.52M Buy
21,130
+175
+0.8% +$28.9K 3.64% 14
2016
Q2 		$3.47M Sell
20,955
-10,235
-33% -$1.6M 3.57% 15
2016
Q1 		$4.71M Sell
31,190
-2,200
-7% -$318K 4.71% 1
2015
Q4 		$4.76M Buy
33,390
+1,405
+4% +$193K 5.01% 2
2015
Q3 		$4M Buy
+31,985
New +$3.95M 4.28% 7

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

Scholtz & Company's STZ Position: Q1 2025 in Review

Scholtz & Company sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,488 shares — an estimated $329K sold.

Scholtz & Company first reported a position in STZ in Q3 2015 and held it in 17 quarters. The position peaked at $5.31M in Q4 2017. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Scholtz & Company reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Scholtz & Company sold 1,488 Constellation Brands shares in Q1 2025, an estimated $329K.
  • Scholtz & Company first reported a position in Constellation Brands in Q3 2015 and held it in 17 quarters.
  • Scholtz & Company's Constellation Brands position peaked at $5.31M in Q4 2017.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Scholtz & Company's 13F filing for Q1 2025, filed 15 May 2025.