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Thoroughbred Financial Services’s Constellation Brands STZ Stock Holding History

Thoroughbred Financial Services’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
Q2 		– Sell
-1,860
Closed -$341K – 693
2025
Q1 		$341K Sell
1,860
-1,258
-40% -$229K 0.02% 512
2024
Q4 		$689K Sell
3,118
-206
-6% -$48.9K 0.04% 345
2024
Q3 		$856K Sell
3,324
-56
-2% -$13.9K 0.06% 306
2024
Q2 		$869K Buy
3,380
+1,352
+67% +$348K 0.06% 289
2024
Q1 		$551K Sell
2,028
-1,405
-41% -$356K 0.05% 277
2023
Q4 		$830K Sell
3,433
-171
-5% -$40.7K 0.07% 277
2023
Q3 		$905K Buy
3,604
+1,147
+47% +$299K 0.09% 233
2023
Q2 		$604K Sell
2,457
-53
-2% -$12.4K 0.08% 227
2023
Q1 		$567K Hold
2,510
– – 0.08% 236
2022
Q4 		$581K Buy
2,510
+205
+9% +$49.1K 0.09% 220
2022
Q3 		$529K Sell
2,305
-61
-3% -$14.9K 0.1% 203
2022
Q2 		$551K Buy
2,366
+30
+1% +$7.3K 0.1% 201
2022
Q1 		$538K Buy
2,336
+1,456
+165% +$336K 0.09% 211
2021
Q4 		$220K Buy
+880
New +$201K 0.05% 311
2021
Q3 		– Sell
-865
Closed -$202K – 327
2021
Q2 		$202K Buy
+865
New +$203K 0.05% 293
2020
Q2 		– Sell
-2,091
Closed -$300K – 251
2020
Q1 		$300K Buy
+2,091
New +$369K 0.11% 181

Other funds holding STZ

Vanguard Group
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Thoroughbred Financial Services's STZ Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,860 shares — an estimated $341K sold.

Thoroughbred Financial Services first reported a position in STZ in Q1 2020 and held it in 16 quarters. The position peaked at $905K in Q3 2023. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 1,860 Constellation Brands shares in Q2 2025, an estimated $341K.
  • Thoroughbred Financial Services first reported a position in Constellation Brands in Q1 2020 and held it in 16 quarters.
  • Thoroughbred Financial Services's Constellation Brands position peaked at $905K in Q3 2023.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.