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Epoch Investment Partners’s Constellation Brands STZ Stock Holding History

Epoch Investment Partners’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
-8,300
Closed -$1.35M – 289
2025
Q2 		$1.35M Sell
8,300
-67,358
-89% -$12.1M 0.01% 235
2025
Q1 		$13.9M Sell
75,658
-164,639
-69% -$29.9M 0.07% 195
2024
Q4 		$53.1M Sell
240,297
-99,807
-29% -$23.7M 0.26% 149
2024
Q3 		$87.6M Buy
340,104
+20,906
+7% +$5.18M 0.39% 90
2024
Q2 		$82.1M Buy
319,198
+7,590
+2% +$1.95M 0.38% 90
2024
Q1 		$84.7M Buy
311,608
+58,788
+23% +$14.9M 0.38% 97
2023
Q4 		$61.1M Buy
252,820
+90,436
+56% +$21.5M 0.28% 137
2023
Q3 		$40.8M Sell
162,384
-7,236
-4% -$1.89M 0.26% 136
2023
Q2 		$41.7M Sell
169,620
-6,204
-4% -$1.45M 0.24% 146
2023
Q1 		$39.7M Sell
175,824
-11,771
-6% -$2.62M 0.24% 145
2022
Q4 		$43.5M Sell
187,595
-8,158
-4% -$1.95M 0.26% 136
2022
Q3 		$45M Sell
195,753
-5,232
-3% -$1.28M 0.29% 117
2022
Q2 		$46.8M Buy
200,985
+6,211
+3% +$1.51M 0.27% 129
2022
Q1 		$44.9M Sell
194,774
-3,201
-2% -$739K 0.22% 144
2021
Q4 		$49.7M Buy
197,975
+78,146
+65% +$17.8M 0.25% 140
2021
Q3 		$25.2M Buy
+119,829
New +$26.2M 0.14% 183

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

Epoch Investment Partners's STZ Position: Q3 2025 in Review

Epoch Investment Partners sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 8,300 shares — an estimated $1.35M sold.

Epoch Investment Partners first reported a position in STZ in Q3 2021 and held it in 16 quarters. The position peaked at $87.6M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Epoch Investment Partners reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 8,300 Constellation Brands shares in Q3 2025, an estimated $1.35M.
  • Epoch Investment Partners first reported a position in Constellation Brands in Q3 2021 and held it in 16 quarters.
  • Epoch Investment Partners's Constellation Brands position peaked at $87.6M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Epoch Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.