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Briaud Financial Planning’s Constellation Brands STZ Stock Holding History

Briaud Financial Planning’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
-533
Closed -$86K – 302
2025
Q2 		$86K Buy
533
+33
+7% +$5.92K 0.03% 70
2025
Q1 		$91K Hold
500
– – 0.04% 55
2024
Q4 		$110K Buy
+500
New +$119K 0.04% 45

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

Briaud Financial Planning's STZ Position: Q3 2025 in Review

Briaud Financial Planning sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 533 shares — an estimated $86K sold.

Briaud Financial Planning first reported a position in STZ in Q4 2024 and held it in 3 quarters. The position peaked at $110K in Q4 2024. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Briaud Financial Planning reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 533 Constellation Brands shares in Q3 2025, an estimated $86K.
  • Briaud Financial Planning first reported a position in Constellation Brands in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Constellation Brands position peaked at $110K in Q4 2024.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.