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Aureus Asset Management’s Constellation Brands STZ Stock Holding History

Aureus Asset 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
-21,036
Closed -$2.83M – 213
2025
Q3 		$2.83M Buy
21,036
+2,983
+17% +$474K 0.18% 61
2025
Q2 		$2.94M Sell
18,053
-290
-2% -$52K 0.19% 63
2025
Q1 		$3.37M Buy
18,343
+2,751
+18% +$500K 0.24% 60
2024
Q4 		$3.45M Buy
15,592
+1,341
+9% +$319K 0.22% 60
2024
Q3 		$3.67M Sell
14,251
-722
-5% -$179K 0.24% 60
2024
Q2 		$3.85M Buy
14,973
+44
+0.3% +$11.3K 0.27% 56
2024
Q1 		$4.06M Buy
14,929
+345
+2% +$87.3K 0.28% 59
2023
Q4 		$3.53M Sell
14,584
-273
-2% -$64.9K 0.26% 58
2023
Q3 		$3.73M Buy
14,857
+1,679
+13% +$438K 0.3% 56
2023
Q2 		$3.24M Buy
13,178
+12,267
+1,347% +$2.87M 0.24% 60
2023
Q1 		$206K Hold
911
– – 0.02% 171
2022
Q4 		$211K Hold
911
– – 0.02% 167
2022
Q3 		$209K Sell
911
-1,417
-61% -$345K 0.02% 160
2022
Q2 		$542K Hold
2,328
– – 0.04% 125
2022
Q1 		$536K Buy
2,328
+1
+0% +$231 0.04% 141
2021
Q4 		$584K Hold
2,327
– – 0.04% 121
2021
Q3 		$490K Hold
2,327
– – 0.03% 129
2021
Q2 		$544K Hold
2,327
– – 0.04% 133
2021
Q1 		$531K Hold
2,327
– – 0.04% 113
2020
Q4 		$510K Hold
2,327
– – 0.04% 121
2020
Q3 		$441K Sell
2,327
-1,049
-31% -$191K 0.04% 126
2020
Q2 		$591K Sell
3,376
-35
-1% -$5.83K 0.06% 97
2020
Q1 		$489K Sell
3,411
-105,872
-97% -$18.7M 0.07% 93
2019
Q4 		$20.7M Buy
109,283
+1,330
+1% +$251K 2.32% 18
2019
Q3 		$22.4M Sell
107,953
-1,140
-1% -$229K 2.79% 11
2019
Q2 		$21.5M Buy
109,093
+640
+0.6% +$125K 2.65% 12
2019
Q1 		$19M Buy
108,453
+19,101
+21% +$3.22M 2.52% 15
2018
Q4 		$14.4M Buy
89,352
+427
+0.5% +$84.8K 2.26% 19
2018
Q3 		$19.2M Buy
88,925
+5,892
+7% +$1.25M 2.44% 18
2018
Q2 		$18.2M Buy
83,033
+2,025
+2% +$457K 2.5% 17
2018
Q1 		$18.5M Sell
81,008
-18,994
-19% -$4.18M 2.77% 10
2017
Q4 		$22.9M Sell
100,002
-2,380
-2% -$514K 3.54% 2
2017
Q3 		$20.4M Sell
102,382
-235
-0.2% -$46.5K 3.23% 3
2017
Q2 		$19.9M Buy
102,617
+1,481
+1% +$264K 3.34% 1
2017
Q1 		$18M Sell
101,136
-701
-0.7% -$109K 3.13% 3
2016
Q4 		$15.6M Buy
101,837
+140
+0.1% +$22.2K 3.06% 2
2016
Q3 		$16.9M Sell
101,697
-529
-0.5% -$87.2K 3.39% 1
2016
Q2 		$16.9M Sell
102,226
-3,640
-3% -$570K 3.64% 1
2016
Q1 		$16M Sell
105,866
-3,280
-3% -$474K 3.49% 1
2015
Q4 		$15.5M Sell
109,146
-1,175
-1% -$162K 3.49% 1
2015
Q3 		$13.8M Buy
110,321
+1,320
+1% +$163K 3.44% 1
2015
Q2 		$12.6M Buy
109,001
+5,311
+5% +$627K 2.66% 7
2015
Q1 		$12.1M Buy
103,690
+750
+0.7% +$84.4K 2.77% 1
2014
Q4 		$10.1M Buy
+102,940
New +$9.43M 2.46% 11

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aureus Asset Management's STZ Position: Q4 2025 in Review

Aureus Asset Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 21,036 shares — an estimated $2.83M sold.

Aureus Asset Management first reported a position in STZ in Q4 2014 and held it in 44 quarters. The position peaked at $22.9M in Q4 2017. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Aureus Asset Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Aureus Asset Management sold 21,036 Constellation Brands shares in Q4 2025, an estimated $2.83M.
  • Aureus Asset Management first reported a position in Constellation Brands in Q4 2014 and held it in 44 quarters.
  • Aureus Asset Management's Constellation Brands position peaked at $22.9M in Q4 2017.
  • 1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Aureus Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.