Creekmur Asset Management’s Constellation Brands STZ Stock Holding History

Creekmur 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	$319K	Sell	2,367 -1,253	-35%	-$199K	0.05%	157
2025 Q2	$589K	Buy	3,620 +1,136	+46%	+$204K	0.1%	119
2025 Q1	$456K	Buy	+2,484	New	+$451K	0.1%	122
2024 Q3	–	Sell	-1	Closed	-$182	–	1116
2024 Q2	$182	Hold	1	–	–	﹤0.01%	905
2024 Q1	$191	Hold	1	–	–	﹤0.01%	788
2023 Q4	$169	Buy	+1	New	+$238	﹤0.01%	764

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

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

Creekmur Asset Management reduced its Constellation Brands (STZ) stake by 35% in Q3 2025, selling an estimated $199K and leaving 2,367 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #157.

Creekmur Asset Management first reported a position in STZ in Q4 2023 and has held it in 6 quarters since. The position peaked at $589K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

Creekmur Asset Management held 2,367 shares of Constellation Brands worth $319K as of Q3 2025.
Creekmur Asset Management sold 1,253 Constellation Brands shares in Q3 2025, an estimated $199K.
Constellation Brands made up 0.05% of Creekmur Asset Management's portfolio in Q3 2025, its #157 holding.
Creekmur Asset Management first reported a position in Constellation Brands in Q4 2023 and has held it in 6 quarters since.
Creekmur Asset Management's Constellation Brands position peaked at $589K in Q2 2025.
1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.