49 Wealth Management’s Constellation Brands STZ Stock Holding History

49 Wealth 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 Q3	–	Sell	-2,291	Closed	-$373K	–	208
2025 Q2	$373K	Buy	+2,291	New	+$411K	0.04%	110

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

49 Wealth Management's STZ Position: Q3 2025 in Review

49 Wealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 2,291 shares — an estimated $373K sold.

49 Wealth Management first reported a position in STZ in Q2 2025 and held it in 1 quarter. The position peaked at $373K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

49 Wealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
49 Wealth Management sold 2,291 Constellation Brands shares in Q3 2025, an estimated $373K.
49 Wealth Management first reported a position in Constellation Brands in Q2 2025 and held it in 1 quarter.
49 Wealth Management's Constellation Brands position peaked at $373K in Q2 2025.
1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on 49 Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.