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Barden Capital Management’s Constellation Brands STZ Stock Holding History

Barden Capital 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
-5,733
Closed -$933K – 62
2025
Q2 		$933K Sell
5,733
-102
-2% -$18.3K 0.82% 46
2025
Q1 		$1.07M Buy
5,835
+261
+5% +$47.4K 0.95% 43
2024
Q4 		$1.23M Buy
5,574
+72
+1% +$17.1K 1.06% 40
2024
Q3 		$1.42M Buy
5,502
+583
+12% +$145K 1.25% 33
2024
Q2 		$1.26M Buy
4,919
+14
+0.3% +$3.6K 1.19% 32
2024
Q1 		$1.33M Sell
4,905
-1,093
-18% -$277K 1.29% 29
2023
Q4 		$1.5M Buy
5,998
+612
+11% +$146K 1.22% 30
2023
Q3 		$1.35M Buy
5,386
+763
+17% +$199K 1.32% 29
2023
Q2 		$1.14M Sell
4,623
-724
-14% -$169K 1.25% 32
2023
Q1 		$1.21M Sell
5,347
-118
-2% -$26.3K 1.15% 37
2022
Q4 		$1.26M Buy
5,465
+649
+13% +$155K 1.3% 30
2022
Q3 		$1.11M Buy
4,816
+74
+2% +$18K 1.29% 26
2022
Q2 		$1.11M Sell
4,742
-55
-1% -$13.4K 1.2% 32
2022
Q1 		$1.1M Buy
4,797
+89
+2% +$20.6K 1.08% 39
2021
Q4 		$1.18M Buy
+4,708
New +$1.07M 1.13% 39

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 $3.38T AUM 44.17% 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

Barden Capital Management's STZ Position: Q3 2025 in Review

Barden Capital Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 5,733 shares — an estimated $933K sold.

Barden Capital Management first reported a position in STZ in Q4 2021 and held it in 15 quarters. The position peaked at $1.5M in Q4 2023. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Barden Capital Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Barden Capital Management sold 5,733 Constellation Brands shares in Q3 2025, an estimated $933K.
  • Barden Capital Management first reported a position in Constellation Brands in Q4 2021 and held it in 15 quarters.
  • Barden Capital Management's Constellation Brands position peaked at $1.5M in Q4 2023.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Barden Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.