Vinva Investment Management’s Constellation Brands STZ Stock Holding History

Vinva Investment 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	-2,304	Closed	-$506K	–	430
2024 Q4	$506K	Sell	2,304 -1,421	-38%	-$338K	0.02%	351
2024 Q3	$963K	Sell	3,725 -2,905	-44%	-$720K	0.04%	300
2024 Q2	$1.7M	Buy	6,630 +439	+7%	+$113K	0.09%	229
2024 Q1	$1.68M	Buy	6,191 +457	+8%	+$116K	0.09%	232
2023 Q4	$1.39M	Buy	5,734 +822	+17%	+$195K	0.09%	223
2023 Q3	$1.24M	Buy	4,912 +22	+0.4%	+$5.74K	0.12%	183
2023 Q2	$1.21M	Buy	4,890 +49	+1%	+$11.5K	0.1%	213
2023 Q1	$1.09M	Buy	+4,841	New	+$1.08M	0.09%	240

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vinva Investment Management's STZ Position: Q1 2025 in Review

Vinva Investment Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 2,304 shares — an estimated $506K sold.

Vinva Investment Management first reported a position in STZ in Q1 2023 and held it in 8 quarters. The position peaked at $1.7M in Q2 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Vinva Investment Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Vinva Investment Management sold 2,304 Constellation Brands shares in Q1 2025, an estimated $506K.
Vinva Investment Management first reported a position in Constellation Brands in Q1 2023 and held it in 8 quarters.
Vinva Investment Management's Constellation Brands position peaked at $1.7M in Q2 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Vinva Investment Management's 13F filing for Q1 2025, filed 14 May 2025.