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Van Hulzen Asset Management’s Constellation Brands STZ Stock Holding History

Van Hulzen Asset 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
-880
Closed -$194K – 1007
2024
Q4 		$194K Buy
+880
New +$209K 0.01% 315
2023
Q3 		– Sell
-16,115
Closed -$3.97M – 318
2023
Q2 		$3.97M Buy
+16,115
New +$3.77M 0.34% 65
2022
Q3 		– Sell
-9,113
Closed -$2.12M – 304
2022
Q2 		$2.12M Sell
9,113
-288
-3% -$70.1K 0.25% 81
2022
Q1 		$2.17M Buy
9,401
+15
+0.2% +$3.46K 0.23% 81
2021
Q4 		$2.36M Sell
9,386
-1,000
-10% -$228K 0.26% 77
2021
Q3 		$2.19M Sell
10,386
-1,454
-12% -$317K 0.33% 65
2021
Q2 		$2.77M Sell
11,840
-2,132
-15% -$501K 0.42% 59
2021
Q1 		$3.19M Sell
13,972
-1,657
-11% -$373K 0.51% 56
2020
Q4 		$3.42M Sell
15,629
-342
-2% -$67.2K 0.52% 55
2020
Q3 		$3.03M Sell
15,971
-3,134
-16% -$572K 0.46% 56
2020
Q2 		$3.34M Buy
19,105
+10,076
+112% +$1.68M 0.5% 48
2020
Q1 		$1.29M Buy
9,029
+2,601
+40% +$459K 0.28% 71
2019
Q4 		$1.22M Buy
6,428
+6
+0.1% +$1.13K 0.24% 82
2019
Q3 		$1.33M Sell
6,422
-68
-1% -$13.7K 0.28% 71
2019
Q2 		$1.28M Buy
6,490
+856
+15% +$167K 0.28% 71
2019
Q1 		$988K Buy
5,634
+2,995
+113% +$504K 0.27% 72
2018
Q4 		$424K Sell
2,639
-1,769
-40% -$352K 0.12% 126
2018
Q3 		$950K Buy
4,408
+185
+4% +$39.3K 0.25% 71
2018
Q2 		$924K Buy
4,223
+1,170
+38% +$264K 0.27% 70
2018
Q1 		$696K Buy
3,053
+5
+0.2% +$1.1K 0.21% 91
2017
Q4 		$697K Buy
3,048
+35
+1% +$7.57K 0.21% 96
2017
Q3 		$601K Buy
3,013
+58
+2% +$11.5K 0.2% 94
2017
Q2 		$572K Sell
2,955
-60
-2% -$10.7K 0.23% 78
2017
Q1 		$489K Buy
3,015
+95
+3% +$14.8K 0.22% 81
2016
Q4 		$448K Buy
+2,920
New +$464K 0.21% 85

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

Van Hulzen Asset Management's STZ Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 880 shares — an estimated $194K sold.

Van Hulzen Asset Management first reported a position in STZ in Q4 2016 and held it in 25 quarters. The position peaked at $3.97M in Q2 2023. 1,176 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 880 Constellation Brands shares in Q1 2025, an estimated $194K.
  • Van Hulzen Asset Management first reported a position in Constellation Brands in Q4 2016 and held it in 25 quarters.
  • Van Hulzen Asset Management's Constellation Brands position peaked at $3.97M in Q2 2023.
  • 1,176 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.