SG
STZ icon

StoneX Group’s Constellation Brands STZ Stock Holding History

StoneX 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
Q1 		– Sell
-4,305
Closed -$951K – 969
2024
Q4 		$951K Buy
4,305
+1,072
+33% +$255K 0.05% 296
2024
Q3 		$833K Buy
3,233
+736
+29% +$182K 0.37% 67
2024
Q2 		$642K Buy
+2,497
New +$642K 0.3% 83
2021
Q3 		– Sell
-1,233
Closed -$288K – 510
2021
Q2 		$288K Buy
1,233
+262
+27% +$61.5K 0.04% 368
2021
Q1 		$221K Buy
971
+28
+3% +$6.31K 0.04% 372
2020
Q4 		$207K Sell
943
-319
-25% -$62.7K 0.05% 348
2020
Q3 		$239K Buy
+1,262
New +$230K 0.08% 268
2020
Q1 		– Sell
-1,785
Closed -$339K – 314
2019
Q4 		$339K Sell
1,785
-451
-20% -$85.2K 0.14% 195
2019
Q3 		$464K Buy
2,236
+386
+21% +$77.5K 0.29% 124
2019
Q2 		$364K Buy
+1,850
New +$361K 0.23% 136
2018
Q4 		– Sell
-1,002
Closed -$216K – 234
2018
Q3 		$216K Sell
1,002
-164
-14% -$34.9K 0.16% 215
2018
Q2 		$255K Sell
1,166
-127
-10% -$28.7K 0.22% 183
2018
Q1 		$295K Buy
1,293
+396
+44% +$87.2K 0.28% 143
2017
Q4 		$205K Buy
+897
New +$194K 0.21% 188

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

StoneX Group's STZ Position: Q1 2025 in Review

StoneX Group sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 4,305 shares — an estimated $951K sold.

StoneX Group first reported a position in STZ in Q4 2017 and held it in 14 quarters. The position peaked at $951K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • StoneX Group reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • StoneX Group sold 4,305 Constellation Brands shares in Q1 2025, an estimated $951K.
  • StoneX Group first reported a position in Constellation Brands in Q4 2017 and held it in 14 quarters.
  • StoneX Group's Constellation Brands position peaked at $951K in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on StoneX Group's 13F filing for Q1 2025, filed 15 May 2025.