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Altshuler Shaham’s Constellation Brands STZ Stock Holding History

Altshuler Shaham’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
Q2 		– Sell
-5,218
Closed -$958K – 363
2025
Q1 		$958K Sell
5,218
-900
-15% -$164K 0.02% 62
2024
Q4 		$1.35M Sell
6,118
-244
-4% -$58K 0.05% 45
2024
Q3 		$1.64M Buy
6,362
+4,028
+173% +$998K 0.1% 40
2024
Q2 		$600K Sell
2,334
-15
-0.6% -$3.86K 0.02% 62
2024
Q1 		$638K Buy
2,349
+97
+4% +$24.5K 0.03% 56
2023
Q4 		$544K Hold
2,252
– – 0.03% 61
2023
Q3 		$566K Buy
2,252
+372
+20% +$97.1K 0.02% 65
2023
Q2 		$463K Hold
1,880
– – 0.01% 75
2023
Q1 		$425K Sell
1,880
-189
-9% -$42.1K 0.01% 82
2022
Q4 		$479K Buy
2,069
+172
+9% +$41.2K 0.02% 65
2022
Q3 		$443K Buy
1,897
+1,669
+732% +$407K 0.01% 105
2022
Q2 		$53K Sell
228
-47
-17% -$11.4K ﹤0.01% 246
2022
Q1 		$63K Buy
+275
New +$63.5K ﹤0.01% 334

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 $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Altshuler Shaham's STZ Position: Q2 2025 in Review

Altshuler Shaham sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 5,218 shares — an estimated $958K sold.

Altshuler Shaham first reported a position in STZ in Q1 2022 and held it in 13 quarters. The position peaked at $1.64M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Altshuler Shaham reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Altshuler Shaham sold 5,218 Constellation Brands shares in Q2 2025, an estimated $958K.
  • Altshuler Shaham first reported a position in Constellation Brands in Q1 2022 and held it in 13 quarters.
  • Altshuler Shaham's Constellation Brands position peaked at $1.64M in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Altshuler Shaham's 13F filing for Q2 2025, filed 14 Aug 2025.