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Avalon Trust’s Constellation Brands STZ Stock Holding History

Avalon Trust’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
-11
Closed -$1.48K – 607
2025
Q3 		$1.48K Buy
+11
New +$1.75K ﹤0.01% 479
2025
Q2 		– Sell
-89
Closed -$16.4K – 460
2025
Q1 		$16.4K Buy
+89
New +$16.2K ﹤0.01% 342

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

Avalon Trust's STZ Position: Q4 2025 in Review

Avalon Trust sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 11 shares — an estimated $1.48K sold.

Avalon Trust first reported a position in STZ in Q1 2025 and held it in 2 quarters. The position peaked at $16.4K in Q1 2025. 1,041 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Avalon Trust reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 11 Constellation Brands shares in Q4 2025, an estimated $1.48K.
  • Avalon Trust first reported a position in Constellation Brands in Q1 2025 and held it in 2 quarters.
  • Avalon Trust's Constellation Brands position peaked at $16.4K in Q1 2025.
  • 1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.