Addison Advisors’s Constellation Brands STZ Stock Holding History

Addison Advisors’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 Q4	–	Sell	-5	Closed	-$674	–	938
2025 Q3	$674	Sell	5 -10	-67%	-$1.59K	﹤0.01%	833
2025 Q2	$2.44K	Buy	+15	New	+$2.69K	﹤0.01%	763
2024 Q1	–	Sell	-13	Closed	-$3.14K	–	736
2023 Q4	$3.14K	Hold	13	–	–	﹤0.01%	600
2023 Q3	$3.27K	Buy	+13	New	+$3.39K	﹤0.01%	565
2023 Q1	–	Sell	-4	Closed	-$927	–	769
2022 Q4	$927	Hold	4	–	–	﹤0.01%	626
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	652
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	645
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	678
2021 Q4	$1K	Buy	+4	New	+$912	﹤0.01%	632

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Addison Advisors's STZ Position: Q4 2025 in Review

Addison Advisors sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 5 shares — an estimated $674 sold.

Addison Advisors first reported a position in STZ in Q4 2021 and held it in 9 quarters. The position peaked at $3.27K in Q3 2023. 1,042 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Addison Advisors reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Addison Advisors sold 5 Constellation Brands shares in Q4 2025, an estimated $674.
Addison Advisors first reported a position in Constellation Brands in Q4 2021 and held it in 9 quarters.
Addison Advisors's Constellation Brands position peaked at $3.27K in Q3 2023.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Addison Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.