WT
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Washington Trust’s Constellation Brands STZ Stock Holding History

Washington Trust’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
-467
Closed -$85.7K – 668
2025
Q1 		$85.7K Sell
467
-403
-46% -$73.2K ﹤0.01% 343
2024
Q4 		$192K Sell
870
-15
-2% -$3.56K 0.01% 271
2024
Q3 		$228K Sell
885
-140
-14% -$34.7K 0.01% 272
2024
Q2 		$264K Hold
1,025
– – 0.01% 261
2024
Q1 		$279K Sell
1,025
-25
-2% -$6.33K 0.01% 249
2023
Q4 		$254K Buy
1,050
+640
+156% +$152K 0.01% 251
2023
Q3 		$103K Hold
410
– – ﹤0.01% 300
2023
Q2 		$101K Buy
410
+5
+1% +$1.17K ﹤0.01% 321
2023
Q1 		$91.5K Hold
405
– – ﹤0.01% 329
2022
Q4 		$93.9K Sell
405
-250
-38% -$59.8K ﹤0.01% 315
2022
Q3 		$151K Buy
655
+250
+62% +$60.9K 0.01% 265
2022
Q2 		$95K Sell
405
-2
-0.5% -$487 ﹤0.01% 317
2022
Q1 		$93K Buy
407
+2
+0.5% +$462 ﹤0.01% 341
2021
Q4 		$102K Sell
405
-79
-16% -$18K ﹤0.01% 331
2021
Q3 		$102K Buy
484
+91
+23% +$19.9K ﹤0.01% 402
2021
Q2 		$92K Hold
393
– – ﹤0.01% 419
2021
Q1 		$90K Hold
393
– – ﹤0.01% 409
2020
Q4 		$86K Sell
393
-25
-6% -$4.92K ﹤0.01% 397
2020
Q3 		$79K Hold
418
– – ﹤0.01% 372
2020
Q2 		$73K Buy
418
+25
+6% +$4.16K ﹤0.01% 336
2020
Q1 		$56K Buy
+393
New +$69.3K ﹤0.01% 379
2018
Q3 		– Sell
-254
Closed -$56K – 728
2018
Q2 		$56K Buy
+254
New +$57.4K ﹤0.01% 396

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

Washington Trust's STZ Position: Q2 2025 in Review

Washington Trust sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 467 shares — an estimated $85.7K sold.

Washington Trust first reported a position in STZ in Q2 2018 and held it in 22 quarters. The position peaked at $279K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Washington Trust reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 467 Constellation Brands shares in Q2 2025, an estimated $85.7K.
  • Washington Trust first reported a position in Constellation Brands in Q2 2018 and held it in 22 quarters.
  • Washington Trust's Constellation Brands position peaked at $279K in Q1 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.