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Wellington Shields & Co’s Constellation Brands STZ Stock Holding History

Wellington Shields & 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
-50
Closed -$11.1K – 316
2024
Q4 		$11.1K Sell
50
-100
-67% -$23.8K ﹤0.01% 288
2024
Q3 		$38.7K Hold
150
– – 0.01% 294
2024
Q2 		$38.6K Buy
150
+50
+50% +$12.9K 0.01% 283
2024
Q1 		$27.2K Hold
100
– – 0.01% 289
2023
Q4 		$24.2K Hold
100
– – 0.01% 282
2023
Q3 		$25.1K Sell
100
-500
-83% -$131K 0.01% 275
2023
Q2 		$148K Sell
600
-21
-3% -$4.91K 0.03% 225
2023
Q1 		$140K Buy
621
+521
+521% +$116K 0.03% 228
2022
Q4 		$23.2K Hold
100
– – 0.01% 280
2022
Q3 		$23K Hold
100
– – 0.01% 267
2022
Q2 		$23K Buy
+100
New +$24.3K 0.01% 272
2020
Q4 		– Sell
-3,850
Closed -$730K – 191
2020
Q3 		$730K Buy
3,850
+250
+7% +$45.6K 0.31% 75
2020
Q2 		$630K Buy
+3,600
New +$600K 0.28% 80

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Shields & Co's STZ Position: Q1 2025 in Review

Wellington Shields & Co sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 50 shares — an estimated $11.1K sold.

Wellington Shields & Co first reported a position in STZ in Q2 2020 and held it in 13 quarters. The position peaked at $730K in Q3 2020. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Wellington Shields & Co reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 50 Constellation Brands shares in Q1 2025, an estimated $11.1K.
  • Wellington Shields & Co first reported a position in Constellation Brands in Q2 2020 and held it in 13 quarters.
  • Wellington Shields & Co's Constellation Brands position peaked at $730K in Q3 2020.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Wellington Shields & Co's 13F filing for Q1 2025, filed 8 May 2025.