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Allred Capital Management’s Constellation Brands STZ Stock Holding History

Allred Capital 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
Q4 		– Sell
-1,958
Closed -$264K – 174
2025
Q3 		$264K Sell
1,958
-169
-8% -$26.9K 0.09% 152
2025
Q2 		$346K Buy
2,127
+2
+0.1% +$359 0.13% 123
2025
Q1 		$390K Buy
2,125
+7
+0.3% +$1.27K 0.16% 120
2024
Q4 		$468K Sell
2,118
-17
-0.8% -$4.04K 0.18% 112
2024
Q3 		$550K Sell
2,135
-13
-0.6% -$3.22K 0.22% 96
2024
Q2 		$553K Buy
2,148
+5
+0.2% +$1.29K 0.21% 101
2024
Q1 		$582K Hold
2,143
– – 0.23% 97
2023
Q4 		$518K Buy
2,143
+3
+0.1% +$713 0.23% 96
2023
Q3 		$538K Buy
2,140
+3
+0.1% +$783 0.27% 80
2023
Q2 		$526K Buy
2,137
+27
+1% +$6.32K 0.26% 85
2023
Q1 		$477K Buy
2,110
+2
+0.1% +$445 0.25% 84
2022
Q4 		$489K Buy
2,108
+1
+0% +$239 0.27% 77
2022
Q3 		$483K Buy
2,107
+3
+0.1% +$731 0.3% 70
2022
Q2 		$490K Sell
2,104
-151
-7% -$36.8K 0.31% 77
2022
Q1 		$519K Sell
2,255
-1
-0% -$231 0.27% 89
2021
Q4 		$566K Sell
2,256
-18
-0.8% -$4.1K 0.27% 92
2021
Q3 		$479K Sell
2,274
-149
-6% -$32.5K 0.25% 104
2021
Q2 		$566K Sell
2,423
-11
-0.5% -$2.58K 0.28% 90
2021
Q1 		$555K Sell
2,434
-47
-2% -$10.6K 0.25% 90
2020
Q4 		$543K Sell
2,481
-46
-2% -$9.04K 0.3% 88
2020
Q3 		$478K Buy
2,527
+5
+0.2% +$912 0.29% 86
2020
Q2 		$441K Sell
2,522
-143
-5% -$23.8K 0.28% 93
2020
Q1 		$382K Sell
2,665
-480
-15% -$84.7K 0.3% 85
2019
Q4 		$597K Buy
3,145
+33
+1% +$6.23K 0.33% 72
2019
Q3 		$651K Sell
3,112
-604
-16% -$121K 0.4% 71
2019
Q2 		$738K Sell
3,716
-115
-3% -$22.5K 0.42% 66
2019
Q1 		$677K Buy
3,831
+108
+3% +$18.2K 0.39% 78
2018
Q4 		$598K Buy
+3,723
New +$740K 0.4% 81

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allred Capital Management's STZ Position: Q4 2025 in Review

Allred Capital Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 1,958 shares — an estimated $264K sold.

Allred Capital Management first reported a position in STZ in Q4 2018 and held it in 28 quarters. The position peaked at $738K in Q2 2019. 1,044 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Allred Capital Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Allred Capital Management sold 1,958 Constellation Brands shares in Q4 2025, an estimated $264K.
  • Allred Capital Management first reported a position in Constellation Brands in Q4 2018 and held it in 28 quarters.
  • Allred Capital Management's Constellation Brands position peaked at $738K in Q2 2019.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Allred Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.