Wilkinson Global Asset Management’s Constellation Brands STZ Stock Holding History

Wilkinson Global Asset 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	-1,260	Closed	-$278K	–	81
2024 Q4	$278K	Sell	1,260 -95	-7%	-$22.6K	0.02%	74
2024 Q3	$349K	Sell	1,355 -50	-4%	-$12.4K	0.02%	66
2024 Q2	$361K	Hold	1,405	–	–	0.02%	66
2024 Q1	$382K	Sell	1,405 -900	-39%	-$228K	0.02%	67
2023 Q4	$557K	Sell	2,305 -5	-0.2%	-$1.19K	0.04%	55
2023 Q3	$581K	Hold	2,310	–	–	0.04%	52
2023 Q2	$569K	Hold	2,310	–	–	0.04%	55
2023 Q1	$522K	Hold	2,310	–	–	0.04%	57
2022 Q4	$535K	Sell	2,310 -40	-2%	-$9.57K	0.04%	56
2022 Q3	$540K	Hold	2,350	–	–	0.05%	55
2022 Q2	$548K	Hold	2,350	–	–	0.05%	57
2022 Q1	$541K	Hold	2,350	–	–	0.03%	59
2021 Q4	$590K	Sell	2,350 -18	-0.8%	-$4.1K	0.03%	62
2021 Q3	$499K	Buy	2,368 +400	+20%	+$87.3K	0.03%	64
2021 Q2	$460K	Buy	1,968 +968	+97%	+$227K	0.03%	67
2021 Q1	$228K	Buy	+1,000	New	+$225K	0.01%	83

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

Wilkinson Global Asset Management's STZ Position: Q1 2025 in Review

Wilkinson Global Asset Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,260 shares — an estimated $278K sold.

Wilkinson Global Asset Management first reported a position in STZ in Q1 2021 and held it in 16 quarters. The position peaked at $590K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Wilkinson Global Asset Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Wilkinson Global Asset Management sold 1,260 Constellation Brands shares in Q1 2025, an estimated $278K.
Wilkinson Global Asset Management first reported a position in Constellation Brands in Q1 2021 and held it in 16 quarters.
Wilkinson Global Asset Management's Constellation Brands position peaked at $590K in Q4 2021.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2025, filed 1 May 2025.