Stanley-Laman Group’s Constellation Brands STZ Stock Holding History

Stanley-Laman Group’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	-1,472	Closed	-$239K	–	313
2025 Q2	$239K	Buy	1,472 +200	+16%	+$35.9K	0.04%	267
2025 Q1	$233K	Buy	+1,272	New	+$231K	0.04%	259
2023 Q4	–	Sell	-812	Closed	-$204K	–	264
2023 Q3	$204K	Buy	+812	New	+$212K	0.03%	226
2020 Q1	–	Sell	-23,856	Closed	-$4.53M	–	319
2019 Q4	$4.53M	Sell	23,856 -69	-0.3%	-$13K	1.07%	28
2019 Q3	$4.96M	Buy	23,925 +293	+1%	+$58.8K	1.22%	22
2019 Q2	$4.65M	Buy	23,632 +103	+0.4%	+$20.1K	1.12%	27
2019 Q1	$4.13M	Sell	23,529 -1,865	-7%	-$314K	1%	32
2018 Q4	$4.08M	Buy	+25,394	New	+$5.05M	1.13%	25

Other funds holding STZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return