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Strategic Blueprint’s Constellation Brands STZ Stock Holding History

Strategic Blueprint’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
-1,498
Closed -$331K – 722
2024
Q4 		$331K Sell
1,498
-304
-17% -$72.2K 0.02% 503
2024
Q3 		$464K Sell
1,802
-153
-8% -$37.9K 0.03% 415
2024
Q2 		$503K Sell
1,955
-185
-9% -$47.6K 0.03% 378
2024
Q1 		$582K Buy
2,140
+476
+29% +$120K 0.04% 351
2023
Q4 		$402K Buy
1,664
+93
+6% +$22.1K 0.03% 391
2023
Q3 		$395K Buy
1,571
+84
+6% +$21.9K 0.04% 364
2023
Q2 		$366K Buy
1,487
+137
+10% +$32.1K 0.03% 374
2023
Q1 		$305K Buy
1,350
+68
+5% +$15.1K 0.03% 408
2022
Q4 		$297K Buy
1,282
+14
+1% +$3.35K 0.03% 399
2022
Q3 		$291K Buy
1,268
+376
+42% +$91.6K 0.03% 374
2022
Q2 		$208K Sell
892
-13
-1% -$3.16K 0.03% 465
2022
Q1 		$208K Buy
905
+81
+10% +$18.7K 0.02% 473
2021
Q4 		$207K Buy
+824
New +$188K 0.03% 469

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

Strategic Blueprint's STZ Position: Q1 2025 in Review

Strategic Blueprint sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,498 shares — an estimated $331K sold.

Strategic Blueprint first reported a position in STZ in Q4 2021 and held it in 13 quarters. The position peaked at $582K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Strategic Blueprint reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Strategic Blueprint sold 1,498 Constellation Brands shares in Q1 2025, an estimated $331K.
  • Strategic Blueprint first reported a position in Constellation Brands in Q4 2021 and held it in 13 quarters.
  • Strategic Blueprint's Constellation Brands position peaked at $582K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Strategic Blueprint's 13F filing for Q1 2025, filed 29 Apr 2025.