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Cadence Bank’s Constellation Brands STZ Stock Holding History

Cadence Bank’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 		$332K Sell
2,409
-877
-27% -$120K 0.02% 276
2025
Q3 		$443K Sell
3,286
-34,770
-91% -$5.53M 0.03% 245
2025
Q2 		$6.19M Buy
38,056
+844
+2% +$151K 0.41% 60
2025
Q1 		$6.83M Buy
37,212
+182
+0.5% +$33.1K 0.49% 45
2024
Q4 		$8.18M Buy
37,030
+642
+2% +$153K 0.55% 40
2024
Q3 		$9.38M Buy
36,388
+354
+1% +$87.7K 0.65% 35
2024
Q2 		$9.27M Buy
36,034
+643
+2% +$165K 0.7% 31
2024
Q1 		$9.62M Sell
35,391
-563
-2% -$142K 0.7% 32
2023
Q4 		$8.69M Buy
35,954
+261
+0.7% +$62.1K 0.71% 32
2023
Q3 		$8.97M Sell
35,693
-89
-0.2% -$23.2K 0.79% 29
2023
Q2 		$8.81M Buy
35,782
+371
+1% +$86.8K 0.77% 30
2023
Q1 		$8M Buy
35,411
+974
+3% +$217K 0.74% 32
2022
Q4 		$7.98M Buy
34,437
+111
+0.3% +$26.6K 0.74% 32
2022
Q3 		$7.88M Buy
34,326
+5,190
+18% +$1.26M 0.82% 27
2022
Q2 		$6.79M Buy
29,136
+12
+0% +$2.92K 0.98% 32
2022
Q1 		$6.71M Buy
29,124
+590
+2% +$136K 0.84% 38
2021
Q4 		$7.16M Buy
28,534
+608
+2% +$139K 0.89% 32
2021
Q3 		$5.88M Buy
27,926
+459
+2% +$100K 0.82% 38
2021
Q2 		$6.42M Buy
27,467
+9,242
+51% +$2.17M 0.93% 32
2021
Q1 		$4.16M Buy
18,225
+669
+4% +$151K 0.63% 47
2020
Q4 		$3.85M Buy
17,556
+260
+2% +$51.1K 0.6% 46
2020
Q3 		$3.28M Buy
17,296
+176
+1% +$32.1K 0.64% 42
2020
Q2 		$3M Buy
+17,120
New +$2.85M 0.62% 43

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

Cadence Bank's STZ Position: Q4 2025 in Review

Cadence Bank reduced its Constellation Brands (STZ) stake by 27% in Q4 2025, selling an estimated $120K and leaving 2,409 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #276.

Cadence Bank first reported a position in STZ in Q2 2020 and has held it in 23 quarters since. The position peaked at $9.62M in Q1 2024. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Cadence Bank held 2,409 shares of Constellation Brands worth $332K as of Q4 2025.
  • Cadence Bank sold 877 Constellation Brands shares in Q4 2025, an estimated $120K.
  • Constellation Brands made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #276 holding.
  • Cadence Bank first reported a position in Constellation Brands in Q2 2020 and has held it in 23 quarters since.
  • Cadence Bank's Constellation Brands position peaked at $9.62M in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.