TCM
STZ icon

Tufton Capital Management’s Constellation Brands STZ Stock Holding History

Tufton Capital Management’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
-2,065
Closed -$456K – 122
2024
Q4 		$456K Sell
2,065
-285
-12% -$67.7K 0.09% 95
2024
Q3 		$606K Sell
2,350
-180
-7% -$44.6K 0.11% 87
2024
Q2 		$651K Buy
2,530
+72
+3% +$18.5K 0.13% 85
2024
Q1 		$668K Buy
2,458
+675
+38% +$171K 0.13% 83
2023
Q4 		$431K Buy
1,783
+63
+4% +$15K 0.09% 93
2023
Q3 		$432K Buy
1,720
+37
+2% +$9.66K 0.1% 92
2023
Q2 		$414K Sell
1,683
-750
-31% -$175K 0.09% 91
2023
Q1 		$550K Sell
2,433
-20
-0.8% -$4.45K 0.12% 86
2022
Q4 		$568K Sell
2,453
-15
-0.6% -$3.59K 0.13% 86
2022
Q3 		$566K Buy
2,468
+5
+0.2% +$1.22K 0.14% 85
2022
Q2 		$574K Buy
2,463
+83
+3% +$20.2K 0.11% 84
2022
Q1 		$548K Buy
2,380
+80
+3% +$18.5K 0.09% 88
2021
Q4 		$577K Buy
2,300
+415
+22% +$94.6K 0.09% 90
2021
Q3 		$397K Buy
1,885
+310
+20% +$67.7K 0.07% 101
2021
Q2 		$368K Buy
1,575
+475
+43% +$112K 0.06% 105
2021
Q1 		$250K Buy
1,100
+50
+5% +$11.3K 0.04% 114
2020
Q4 		$230K Buy
+1,050
New +$206K 0.04% 117

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

Tufton Capital Management's STZ Position: Q1 2025 in Review

Tufton Capital Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 2,065 shares — an estimated $456K sold.

Tufton Capital Management first reported a position in STZ in Q4 2020 and held it in 17 quarters. The position peaked at $668K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Tufton Capital Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Tufton Capital Management sold 2,065 Constellation Brands shares in Q1 2025, an estimated $456K.
  • Tufton Capital Management first reported a position in Constellation Brands in Q4 2020 and held it in 17 quarters.
  • Tufton Capital Management's Constellation Brands position peaked at $668K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Tufton Capital Management's 13F filing for Q1 2025, filed 6 May 2025.