Cornerstone Advisors’s Constellation Brands STZ Stock Holding History

Cornerstone Advisors’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	-4,800	Closed	-$781K	–	278
2025 Q2	$781K	Sell	4,800 -300	-6%	-$53.8K	0.03%	230
2025 Q1	$936K	Hold	5,100	–	–	0.04%	222
2024 Q4	$1.13M	Hold	5,100	–	–	0.04%	209
2024 Q3	$1.31M	Hold	5,100	–	–	0.05%	216
2024 Q2	$1.31M	Sell	5,100 -1,500	-23%	-$386K	0.05%	222
2024 Q1	$1.79M	Sell	6,600 -700	-10%	-$177K	0.07%	220
2023 Q4	$1.76M	Hold	7,300	–	–	0.08%	219
2023 Q3	$1.83M	Buy	+7,300	New	+$1.91M	0.09%	211
2023 Q1	–	Sell	-22,000	Closed	-$5.1M	–	199
2022 Q4	$5.1M	Hold	22,000	–	–	0.25%	100
2022 Q3	$5.05M	Buy	22,000 +7,000	+47%	+$1.71M	0.25%	98
2022 Q2	$3.5M	Hold	15,000	–	–	0.18%	126
2022 Q1	$3.46M	Hold	15,000	–	–	0.2%	112
2021 Q4	$3.77M	Hold	15,000	–	–	0.2%	115
2021 Q3	$3.16M	Hold	15,000	–	–	0.18%	128
2021 Q2	$3.51M	Buy	+15,000	New	+$3.52M	0.21%	131
2018 Q3	–	Sell	-11,000	Closed	-$2.41M	–	235
2018 Q2	$2.41M	Hold	11,000	–	–	0.29%	97
2018 Q1	$2.51M	Hold	11,000	–	–	0.3%	100
2017 Q4	$2.51M	Hold	11,000	–	–	0.29%	98
2017 Q3	$2.19M	Buy	11,000 +5,000	+83%	+$990K	0.25%	113
2017 Q2	$1.16M	Buy	+6,000	New	+$1.07M	0.21%	126
2016 Q4	–	Sell	-5,500	Closed	-$916K	–	271
2016 Q3	$916K	Hold	5,500	–	–	0.23%	111
2016 Q2	$910K	Hold	5,500	–	–	0.23%	116
2016 Q1	$831K	Hold	5,500	–	–	0.2%	128
2015 Q4	$783K	Hold	5,500	–	–	0.18%	140
2015 Q3	$689K	Buy	+5,500	New	+$679K	0.16%	153

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 $3.38T AUM 44.17% 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

Cornerstone Advisors's STZ Position: Q3 2025 in Review

Cornerstone Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 4,800 shares — an estimated $781K sold.

Cornerstone Advisors first reported a position in STZ in Q3 2015 and held it in 25 quarters. The position peaked at $5.1M in Q4 2022. 1,046 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

Cornerstone Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisors sold 4,800 Constellation Brands shares in Q3 2025, an estimated $781K.
Cornerstone Advisors first reported a position in Constellation Brands in Q3 2015 and held it in 25 quarters.
Cornerstone Advisors's Constellation Brands position peaked at $5.1M in Q4 2022.
1,046 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Cornerstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.