Almanack Investment Partners’s Constellation Brands STZ Stock Holding History

Almanack Investment Partners’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	-1,787	Closed	-$241K	–	200
2025 Q3	$241K	Buy	1,787 +329	+23%	+$52.3K	0.04%	173
2025 Q2	$237K	Hold	1,458	–	–	0.04%	183
2025 Q1	$268K	Buy	1,458 +181	+14%	+$32.9K	0.05%	120
2024 Q4	$282K	Sell	1,277 -25	-2%	-$5.94K	0.04%	147
2024 Q3	$336K	Buy	1,302 +59	+5%	+$14.6K	0.05%	139
2024 Q2	$320K	Hold	1,243	–	–	0.05%	137
2024 Q1	$338K	Buy	1,243 +27	+2%	+$6.83K	0.06%	132
2023 Q4	$294K	Buy	1,216 +1	+0.1%	+$238	0.05%	128
2023 Q3	$305K	Buy	1,215 +1	+0.1%	+$261	0.06%	112
2023 Q2	$299K	Hold	1,214	–	–	0.05%	134
2023 Q1	$274K	Sell	1,214 -29	-2%	-$6.45K	0.05%	138
2022 Q4	$288K	Buy	+1,243	New	+$298K	0.06%	137

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

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

Almanack Investment Partners's STZ Position: Q4 2025 in Review

Almanack Investment Partners sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 1,787 shares — an estimated $241K sold.

Almanack Investment Partners first reported a position in STZ in Q4 2022 and held it in 12 quarters. The position peaked at $338K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Almanack Investment Partners reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Almanack Investment Partners sold 1,787 Constellation Brands shares in Q4 2025, an estimated $241K.
Almanack Investment Partners first reported a position in Constellation Brands in Q4 2022 and held it in 12 quarters.
Almanack Investment Partners's Constellation Brands position peaked at $338K in Q1 2024.
1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Almanack Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.