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Union Bancaire Privee’s Constellation Brands STZ Stock Holding History

Union Bancaire Privee’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
-127
Closed -$23.3K – 540
2025
Q1 		$23.3K Hold
127
– – ﹤0.01% 461
2024
Q4 		$27.9K Buy
+127
New +$30.2K ﹤0.01% 513

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

Union Bancaire Privee's STZ Position: Q2 2025 in Review

Union Bancaire Privee sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 127 shares — an estimated $23.3K sold.

Union Bancaire Privee first reported a position in STZ in Q4 2024 and held it in 2 quarters. The position peaked at $27.9K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Union Bancaire Privee reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Union Bancaire Privee sold 127 Constellation Brands shares in Q2 2025, an estimated $23.3K.
  • Union Bancaire Privee first reported a position in Constellation Brands in Q4 2024 and held it in 2 quarters.
  • Union Bancaire Privee's Constellation Brands position peaked at $27.9K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Union Bancaire Privee's 13F filing for Q2 2025, filed 18 Jul 2025.