Atlas Brown’s Constellation Brands STZ Stock Holding History

Atlas Brown’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	-3,517	Closed	-$474K	–	233
2025 Q3	$474K	Buy	3,517 +51	+1%	+$8.11K	0.14%	133
2025 Q2	$564K	Sell	3,466 -15	-0.4%	-$2.69K	0.18%	111
2025 Q1	$639K	Buy	3,481 +170	+5%	+$30.9K	0.22%	102
2024 Q4	$732K	Buy	3,311 +4	+0.1%	+$950	0.25%	94
2024 Q3	$852K	Sell	3,307 -1	-0%	-$248	0.3%	86
2024 Q2	$851K	Buy	3,308 +1	+0%	+$257	0.31%	87
2024 Q1	$899K	Buy	3,307 +1	+0%	+$253	0.33%	83
2023 Q4	$799K	Sell	3,306 -22	-0.7%	-$5.23K	0.33%	88
2023 Q3	$836K	Buy	3,328 +22	+0.7%	+$5.74K	0.38%	77
2023 Q2	$814K	Hold	3,306	–	–	0.36%	86
2023 Q1	$747K	Hold	3,306	–	–	0.34%	88
2022 Q4	$766K	Hold	3,306	–	–	0.38%	83
2022 Q3	$759K	Hold	3,306	–	–	0.39%	82
2022 Q2	$770K	Hold	3,306	–	–	0.36%	85
2022 Q1	$761K	Hold	3,306	–	–	0.31%	94
2021 Q4	$830K	Hold	3,306	–	–	0.32%	94
2021 Q3	$697K	Hold	3,306	–	–	0.3%	101
2021 Q2	$773K	Hold	3,306	–	–	0.33%	93
2021 Q1	$754K	Hold	3,306	–	–	0.36%	86
2020 Q4	$724K	Hold	3,306	–	–	0.37%	84
2020 Q3	$627K	Hold	3,306	–	–	0.37%	81
2020 Q2	$578K	Hold	3,306	–	–	0.37%	80
2020 Q1	$474K	Buy	3,306 +5	+0.2%	+$882	0.37%	81
2019 Q4	$626K	Buy	3,301 +1	+0%	+$189	0.39%	73
2019 Q3	$684K	Hold	3,300	–	–	0.49%	67
2019 Q2	$650K	Hold	3,300	–	–	0.45%	68
2019 Q1	$579K	Sell	3,300 -165	-5%	-$27.8K	0.41%	71
2018 Q4	$557K	Buy	3,465 +1	+0%	+$199	0.43%	69
2018 Q3	$747K	Buy	3,464 +1	+0%	+$213	0.46%	64
2018 Q2	$755K	Buy	3,463 +300	+9%	+$67.8K	0.18%	61
2018 Q1	$721K	Buy	3,163 +163	+5%	+$35.9K	0.13%	62
2017 Q4	$666K	Buy	3,000 +200	+7%	+$43.2K	0.12%	70
2017 Q3	$558K	Hold	2,800	–	–	0.12%	76
2017 Q2	$542K	Hold	2,800	–	–	0.47%	64
2017 Q1	$454K	Hold	2,800	–	–	0.36%	76
2016 Q4	$466K	Hold	2,800	–	–	0.19%	68
2016 Q3	$466K	Hold	2,800	–	–	0.19%	68
2016 Q2	$463K	Hold	2,800	–	–	0.19%	68
2016 Q1	$423K	Hold	2,800	–	–	0.18%	76
2015 Q4	$409K	Hold	2,800	–	–	0.26%	66
2015 Q3	$351K	Hold	2,800	–	–	0.15%	75
2015 Q2	$347K	Hold	2,800	–	–	0.13%	84
2015 Q1	$325K	Hold	2,800	–	–	0.09%	84
2014 Q4	$275K	Hold	2,800	–	–	0.07%	89
2014 Q3	$244K	Hold	2,800	–	–	0.09%	93
2014 Q2	$247K	Hold	2,800	–	–	0.12%	91
2014 Q1	$238K	Buy	+2,800	New	+$223K	0.13%	81

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Brown's STZ Position: Q4 2025 in Review

Atlas Brown sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 3,517 shares — an estimated $474K sold.

Atlas Brown first reported a position in STZ in Q1 2014 and held it in 47 quarters. The position peaked at $899K in Q1 2024. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Atlas Brown reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Atlas Brown sold 3,517 Constellation Brands shares in Q4 2025, an estimated $474K.
Atlas Brown first reported a position in Constellation Brands in Q1 2014 and held it in 47 quarters.
Atlas Brown's Constellation Brands position peaked at $899K in Q1 2024.
1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Atlas Brown's 13F filing for Q4 2025, filed 9 Jan 2026.