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Beaumont Asset Management’s Constellation Brands STZ Stock Holding History

Beaumont 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
Q3 		– Sell
-2,918
Closed -$475K – 73
2025
Q2 		$475K Sell
2,918
-6
-0.2% -$1.08K 0.25% 49
2025
Q1 		$537K Buy
+2,924
New +$531K 0.32% 48

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Beaumont Asset Management's STZ Position: Q3 2025 in Review

Beaumont Asset Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 2,918 shares — an estimated $475K sold.

Beaumont Asset Management first reported a position in STZ in Q1 2025 and held it in 2 quarters. The position peaked at $537K in Q1 2025. 1,041 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Beaumont Asset Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Beaumont Asset Management sold 2,918 Constellation Brands shares in Q3 2025, an estimated $475K.
  • Beaumont Asset Management first reported a position in Constellation Brands in Q1 2025 and held it in 2 quarters.
  • Beaumont Asset Management's Constellation Brands position peaked at $537K in Q1 2025.
  • 1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Beaumont Asset Management's 13F filing for Q3 2025, filed 29 Oct 2025.