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Atticus Wealth Management’s Constellation Brands STZ Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-3
Closed -$489 – 581
2025
Q2 		$489 Buy
+3
New +$538 ﹤0.01% 638
2022
Q4 		– Sell
-4
Closed -$1K – 629
2022
Q3 		$1K Hold
4
– – ﹤0.01% 558
2022
Q2 		$1K Hold
4
– – ﹤0.01% 592
2022
Q1 		$1K Buy
+4
New +$924 ﹤0.01% 582

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Atticus Wealth Management's STZ Position: Q3 2025 in Review

Atticus Wealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 3 shares — an estimated $489 sold.

Atticus Wealth Management first reported a position in STZ in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Atticus Wealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 3 Constellation Brands shares in Q3 2025, an estimated $489.
  • Atticus Wealth Management first reported a position in Constellation Brands in Q1 2022 and held it in 4 quarters.
  • Atticus Wealth Management's Constellation Brands position peaked at $1K in Q3 2022.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.