Sherbrooke Park Advisers’s Constellation Brands STZ Stock Holding History

Sherbrooke Park Advisers’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	-4,399	Closed	-$972K	–	921
2024 Q4	$972K	Buy	+4,399	New	+$1.05M	0.31%	53
2023 Q4	–	Sell	-1,144	Closed	-$288K	–	669
2023 Q3	$288K	Buy	+1,144	New	+$299K	0.09%	338
2023 Q2	–	Sell	-1,100	Closed	-$248K	–	387
2023 Q1	$248K	Sell	1,100 -1,000	-48%	-$223K	0.38%	134
2022 Q4	$487K	Buy	+2,100	New	+$503K	0.36%	126

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

Sherbrooke Park Advisers's STZ Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 4,399 shares — an estimated $972K sold.

Sherbrooke Park Advisers first reported a position in STZ in Q4 2022 and held it in 4 quarters. The position peaked at $972K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Sherbrooke Park Advisers reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Sherbrooke Park Advisers sold 4,399 Constellation Brands shares in Q1 2025, an estimated $972K.
Sherbrooke Park Advisers first reported a position in Constellation Brands in Q4 2022 and held it in 4 quarters.
Sherbrooke Park Advisers's Constellation Brands position peaked at $972K in Q4 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.