Dover Advisors’s Constellation Brands STZ Stock Holding History

Dover 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 Q4	–	Sell	-3,476	Closed	-$468K	–	176
2025 Q3	$468K	Sell	3,476 -258	-7%	-$41K	0.19%	109
2025 Q2	$607K	Sell	3,734 -16	-0.4%	-$2.87K	0.27%	91
2025 Q1	$688K	Buy	3,750 +18	+0.5%	+$3.27K	0.3%	79
2024 Q4	$825K	Sell	3,732 -112	-3%	-$26.6K	0.47%	67
2024 Q3	$991K	Buy	3,844 +307	+9%	+$76.1K	0.56%	57
2024 Q2	$910K	Buy	3,537 +51	+1%	+$13.1K	0.56%	58
2024 Q1	$947K	Buy	3,486 +775	+29%	+$196K	0.65%	52
2023 Q4	$655K	Sell	2,711 -458	-14%	-$109K	0.86%	41
2023 Q3	$796K	Hold	3,169	–	–	0.81%	46
2023 Q2	$780K	Sell	3,169 -65	-2%	-$15.2K	0.69%	49
2023 Q1	$731K	Buy	3,234 +439	+16%	+$97.7K	0.7%	49
2022 Q4	$648K	Buy	+2,795	New	+$669K	0.7%	50

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

Dover Advisors's STZ Position: Q4 2025 in Review

Dover Advisors sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 3,476 shares — an estimated $468K sold.

Dover Advisors first reported a position in STZ in Q4 2022 and held it in 12 quarters. The position peaked at $991K in Q3 2024. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Dover Advisors reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Dover Advisors sold 3,476 Constellation Brands shares in Q4 2025, an estimated $468K.
Dover Advisors first reported a position in Constellation Brands in Q4 2022 and held it in 12 quarters.
Dover Advisors's Constellation Brands position peaked at $991K in Q3 2024.
1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Dover Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.