Waters Parkerson & Co’s Constellation Brands STZ Stock Holding History

Waters Parkerson & Co’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	-1,060	Closed	-$234K	–	187
2024 Q4	$234K	Sell	1,060 -8	-0.7%	-$1.9K	0.01%	166
2024 Q3	$275K	Hold	1,068	–	–	0.01%	167
2024 Q2	$275K	Buy	1,068 +13	+1%	+$3.34K	0.01%	153
2024 Q1	$287K	Buy	1,055 +55	+6%	+$13.9K	0.01%	157
2023 Q4	$242K	Hold	1,000	–	–	0.01%	166
2023 Q3	$251K	Hold	1,000	–	–	0.02%	155
2023 Q2	$246K	Sell	1,000 -3	-0.3%	-$702	0.01%	159
2023 Q1	$227K	Buy	+1,003	New	+$223K	0.01%	165

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

Waters Parkerson & Co's STZ Position: Q1 2025 in Review

Waters Parkerson & Co sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,060 shares — an estimated $234K sold.

Waters Parkerson & Co first reported a position in STZ in Q1 2023 and held it in 8 quarters. The position peaked at $287K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Waters Parkerson & Co reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Waters Parkerson & Co sold 1,060 Constellation Brands shares in Q1 2025, an estimated $234K.
Waters Parkerson & Co first reported a position in Constellation Brands in Q1 2023 and held it in 8 quarters.
Waters Parkerson & Co's Constellation Brands position peaked at $287K in Q1 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Waters Parkerson & Co's 13F filing for Q1 2025, filed 15 May 2025.