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Weybosset Research & Management’s Constellation Brands STZ Stock Holding History

Weybosset Research & Management’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
-925
Closed -$204K – 49
2024
Q4 		$204K Hold
925
– – 0.07% 50
2024
Q3 		$238K Buy
925
+100
+12% +$24.8K 0.08% 41
2024
Q2 		$212K Hold
825
– – 0.08% 42
2024
Q1 		$40.4K Buy
+825
New +$209K 14.03% 1
2023
Q2 		– Sell
-1,375
Closed -$311K – 57
2023
Q1 		$311K Hold
1,375
– – 0.12% 41
2022
Q4 		$319K Hold
1,375
– – 0.12% 38
2022
Q3 		$316K Buy
1,375
+50
+4% +$12.2K 0.14% 35
2022
Q2 		$238K Buy
+1,325
New +$322K 0.12% 39
2021
Q4 		$408K Buy
1,625
+50
+3% +$11.4K 0.15% 36
2021
Q3 		$332K Buy
1,575
+100
+7% +$21.8K 0.13% 38
2021
Q2 		$345K Buy
1,475
+125
+9% +$29.3K 0.14% 41
2021
Q1 		$308K Hold
1,350
– – 0.13% 45
2020
Q4 		$296K Sell
1,350
-150
-10% -$29.5K 0.14% 43
2020
Q3 		$284K Sell
1,500
-1,750
-54% -$319K 0.16% 43
2020
Q2 		$330K Buy
+3,250
New +$541K 0.19% 39
2020
Q1 		– Sell
-1,400
Closed -$266K – 57
2019
Q4 		$266K Buy
+1,400
New +$264K 0.14% 50
2019
Q3 		– Sell
-1,800
Closed -$354K – 54
2019
Q2 		$354K Buy
1,800
+450
+33% +$87.9K 0.21% 42
2019
Q1 		$237K Buy
+1,350
New +$227K 0.14% 51

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

Weybosset Research & Management's STZ Position: Q1 2025 in Review

Weybosset Research & Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 925 shares — an estimated $204K sold.

Weybosset Research & Management first reported a position in STZ in Q1 2019 and held it in 18 quarters. The position peaked at $408K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Weybosset Research & Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Weybosset Research & Management sold 925 Constellation Brands shares in Q1 2025, an estimated $204K.
  • Weybosset Research & Management first reported a position in Constellation Brands in Q1 2019 and held it in 18 quarters.
  • Weybosset Research & Management's Constellation Brands position peaked at $408K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Weybosset Research & Management's 13F filing for Q1 2025, filed 9 Apr 2025.