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Decker Retirement Planning’s Constellation Brands STZ Stock Holding History

Decker Retirement 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
-50
Closed -$8.13K – 310
2025
Q2 		$8.13K Buy
+50
New +$8.97K ﹤0.01% 180

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 $3.37T AUM 44.26% 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

Decker Retirement Planning's STZ Position: Q3 2025 in Review

Decker Retirement Planning sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 50 shares — an estimated $8.13K sold.

Decker Retirement Planning first reported a position in STZ in Q2 2025 and held it in 1 quarter. The position peaked at $8.13K in Q2 2025. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Decker Retirement Planning reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 50 Constellation Brands shares in Q3 2025, an estimated $8.13K.
  • Decker Retirement Planning first reported a position in Constellation Brands in Q2 2025 and held it in 1 quarter.
  • Decker Retirement Planning's Constellation Brands position peaked at $8.13K in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Decker Retirement Planning's 13F filing for Q3 2025, filed 27 Oct 2025.