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Waratah Capital Advisors’s Constellation Brands STZ Stock Holding History

Waratah Capital Advisors’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
Q3 		– Sell
-30,500
Closed -$4.96M – 230
2025
Q2 		$4.96M Buy
+30,500
New +$5.47M 0.13% 104

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waratah Capital Advisors's STZ Position: Q1 2018 in Review

Waratah Capital Advisors sold out of Constellation Brands (STZ) in Q1 2018, closing a stake of 11,947 shares — an estimated $2.73M sold.

Waratah Capital Advisors first reported a position in STZ in Q4 2015 and held it in 7 quarters. The position peaked at $17.9M in Q1 2016. 922 funds tracked by Wall St. Rank hold STZ as of Q1 2018.

  • Waratah Capital Advisors reported no remaining Constellation Brands position as of Q1 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 11,947 Constellation Brands shares in Q1 2018, an estimated $2.73M.
  • Waratah Capital Advisors first reported a position in Constellation Brands in Q4 2015 and held it in 7 quarters.
  • Waratah Capital Advisors's Constellation Brands position peaked at $17.9M in Q1 2016.
  • 922 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2018.

Based on Waratah Capital Advisors's 13F filing for Q1 2018, filed 8 May 2018.