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Dogwood Wealth Management’s Constellation Brands STZ Stock Holding History

Dogwood Wealth 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
Q4 		– Sell
-2
Closed -$269 – 817
2025
Q3 		$269 Buy
+2
New +$318 ﹤0.01% 683
2025
Q2 		– Sell
-9
Closed -$1.65K – 732
2025
Q1 		$1.65K Buy
+9
New +$1.64K ﹤0.01% 377
2024
Q3 		– Hold
0
– – – 340
2024
Q2 		– Hold
0
– – – 365
2024
Q1 		– Hold
0
– – – 370
2023
Q4 		– Hold
0
– – – 349

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Dogwood Wealth Management's STZ Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 2 shares — an estimated $269 sold.

Dogwood Wealth Management first reported a position in STZ in Q1 2025 and held it in 2 quarters. The position peaked at $1.65K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 2 Constellation Brands shares in Q4 2025, an estimated $269.
  • Dogwood Wealth Management first reported a position in Constellation Brands in Q1 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Constellation Brands position peaked at $1.65K in Q1 2025.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.