Welch Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-917
| Closed | -$201K | – | 274 |
|
|
2024
Q4 | $201K | Hold |
917
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $236K | Hold |
917
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $236K | Hold |
917
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $249K | Hold |
917
| – | – | 0.01% | 193 |
|
|
2023
Q4 | $222K | Sell |
917
-1
| -0.1% | -$238 | 0.01% | 205 |
|
|
2023
Q3 | $231K | Buy |
918
+1
| +0.1% | +$261 | 0.01% | 184 |
|
|
2023
Q2 | $226K | Sell |
917
-91
| -9% | -$21.3K | 0.01% | 189 |
|
|
2023
Q1 | $228K | Hold |
1,008
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $234K | Hold |
1,008
| – | – | 0.01% | 187 |
|
|
2022
Q3 | $232K | Hold |
1,008
| – | – | 0.02% | 157 |
|
|
2022
Q2 | $235K | Sell |
1,008
-33
| -3% | -$8.03K | 0.01% | 175 |
|
|
2022
Q1 | $240K | Hold |
1,041
| – | – | 0.01% | 188 |
|
|
2021
Q4 | $261K | Hold |
1,041
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $219K | Hold |
1,041
| – | – | 0.01% | 174 |
|
|
2021
Q2 | $244K | Hold |
1,041
| – | – | 0.02% | 163 |
|
|
2021
Q1 | $237K | Buy |
+1,041
| New | +$235K | 0.02% | 165 |
|
|
2020
Q2 | – | Sell |
-891
| Closed | -$128K | – | 151 |
|
|
2020
Q1 | $128K | Buy |
891
+31
| +4% | +$5.47K | 0.01% | 136 |
|
|
2019
Q4 | $163K | Hold |
860
| – | – | 0.02% | 121 |
|
|
2019
Q3 | $178K | Hold |
860
| – | – | 0.02% | 116 |
|
|
2019
Q2 | $169K | Hold |
860
| – | – | 0.02% | 116 |
|
|
2019
Q1 | $151K | Hold |
860
| – | – | 0.02% | 127 |
|
|
2018
Q4 | $138K | Hold |
860
| – | – | 0.02% | 124 |
|
|
2018
Q3 | $185 | Hold |
860
| – | – | 0.02% | 124 |
|
|
2018
Q2 | $188K | Hold |
860
| – | – | 0.02% | 114 |
|
|
2018
Q1 | $196K | Hold |
860
| – | – | 0.02% | 108 |
|
|
2017
Q4 | $197K | Hold |
860
| – | – | 0.03% | 102 |
|
|
2017
Q3 | $172K | Sell |
860
-25
| -3% | -$4.95K | 0.03% | 100 |
|
|
2017
Q2 | $171K | Buy |
885
+25
| +3% | +$4.45K | 0.03% | 124 |
|
|
2017
Q1 | $139K | Hold |
860
| – | – | 0.03% | 108 |
|
|
2016
Q4 | $132K | Hold |
860
| – | – | 0.03% | 121 |
|
|
2016
Q3 | $143K | Hold |
860
| – | – | 0.03% | 108 |
|
|
2016
Q2 | $142K | Sell |
860
-25
| -3% | -$3.91K | 0.03% | 96 |
|
|
2016
Q1 | $134K | Hold |
885
| – | – | 0.02% | 129 |
|
|
2015
Q4 | $126K | Hold |
885
| – | – | 0.02% | 134 |
|
|
2015
Q3 | $111K | Hold |
885
| – | – | 0.02% | 143 |
|
|
2015
Q2 | $103K | Hold |
885
| – | – | 0.02% | 138 |
|
|
2015
Q1 | $103 | Buy |
+885
| New | +$99.6K | 0.02% | 140 |
|
Other funds holding STZ
Welch Group's STZ Position: Q1 2025 in Review
Welch Group sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 917 shares — an estimated $201K sold.
Welch Group first reported a position in STZ in Q1 2015 and held it in 37 quarters. The position peaked at $261K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.
- Welch Group reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
- Welch Group sold 917 Constellation Brands shares in Q1 2025, an estimated $201K.
- Welch Group first reported a position in Constellation Brands in Q1 2015 and held it in 37 quarters.
- Welch Group's Constellation Brands position peaked at $261K in Q4 2021.
- 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.
Based on Welch Group's 13F filing for Q1 2025, filed 8 Apr 2025.