Creegan & Nassoura Financial Group’s Constellation Brands STZ Stock Holding History

Creegan & Nassoura Financial Group’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	$448K	Sell	3,250 -500	-13%	-$68.6K	0.29%	64
2025 Q3	$505K	Buy	3,750 +300	+9%	+$47.7K	0.33%	62
2025 Q2	$561K	Hold	3,450	–	–	0.37%	59
2025 Q1	$633K	Hold	3,450	–	–	0.42%	58
2024 Q4	$762K	Hold	3,450	–	–	0.51%	55
2024 Q3	$889K	Hold	3,450	–	–	0.56%	55
2024 Q2	$888K	Hold	3,450	–	–	0.61%	53
2024 Q1	$938K	Hold	3,450	–	–	0.63%	53
2023 Q4	$834K	Hold	3,450	–	–	0.61%	53
2023 Q3	$867K	Sell	3,450 -125	-3%	-$32.6K	0.68%	52
2023 Q2	$880K	Hold	3,575	–	–	0.65%	53
2023 Q1	$808K	Buy	+3,575	New	+$796K	0.62%	54

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creegan & Nassoura Financial Group's STZ Position: Q4 2025 in Review

Creegan & Nassoura Financial Group reduced its Constellation Brands (STZ) stake by 13% in Q4 2025, selling an estimated $68.6K and leaving 3,250 shares worth $448K. The position accounts for 0.29% of the portfolio, ranked #64.

Creegan & Nassoura Financial Group first reported a position in STZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $938K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Creegan & Nassoura Financial Group held 3,250 shares of Constellation Brands worth $448K as of Q4 2025.
Creegan & Nassoura Financial Group sold 500 Constellation Brands shares in Q4 2025, an estimated $68.6K.
Constellation Brands made up 0.29% of Creegan & Nassoura Financial Group's portfolio in Q4 2025, its #64 holding.
Creegan & Nassoura Financial Group first reported a position in Constellation Brands in Q1 2023 and has held it in 12 quarters since.
Creegan & Nassoura Financial Group's Constellation Brands position peaked at $938K in Q1 2024.
1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Creegan & Nassoura Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.