Barlow Wealth Partners’s Constellation Brands STZ Stock Holding History

Barlow Wealth Partners’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	-1,257	Closed	-$219K	–	142
2025 Q2	$219K	Hold	1,257	–	–	0.03%	126
2025 Q1	$233K	Hold	1,257	–	–	0.03%	124
2024 Q4	$227K	Hold	1,257	–	–	0.03%	127
2024 Q3	$306K	Hold	1,257	–	–	0.04%	111
2024 Q2	$310K	Hold	1,257	–	–	0.04%	110
2024 Q1	$330K	Hold	1,257	–	–	0.04%	106
2023 Q4	$304K	Buy	+1,257	New	+$299K	0.04%	109

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barlow Wealth Partners's STZ Position: Q3 2025 in Review

Barlow Wealth Partners sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,257 shares — an estimated $219K sold.

Barlow Wealth Partners first reported a position in STZ in Q4 2023 and held it in 7 quarters. The position peaked at $330K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

Barlow Wealth Partners reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
Barlow Wealth Partners sold 1,257 Constellation Brands shares in Q3 2025, an estimated $219K.
Barlow Wealth Partners first reported a position in Constellation Brands in Q4 2023 and held it in 7 quarters.
Barlow Wealth Partners's Constellation Brands position peaked at $330K in Q1 2024.
1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Barlow Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.