Evercore Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,250
| Closed | -$303K | – | 436 |
|
|
2025
Q3 | $303K | Sell |
2,250
-6,587
| -75% | -$1.05M | ﹤0.01% | 347 |
|
|
2025
Q2 | $1.44M | Sell |
8,837
-233,103
| -96% | -$41.8M | 0.02% | 185 |
|
|
2025
Q1 | $44.4M | Sell |
241,940
-113,638
| -32% | -$20.6M | 0.71% | 37 |
|
|
2024
Q4 | $78.6M | Sell |
355,578
-3,939
| -1% | -$936K | 1.18% | 30 |
|
|
2024
Q3 | $92.6M | Buy |
359,517
+14,694
| +4% | +$3.64M | 1.39% | 29 |
|
|
2024
Q2 | $88.7M | Sell |
344,823
-440
| -0.1% | -$113K | 1.4% | 28 |
|
|
2024
Q1 | $93.8M | Buy |
345,263
+6,553
| +2% | +$1.66M | 1.47% | 28 |
|
|
2023
Q4 | $81.9M | Buy |
338,710
+3,241
| +1% | +$771K | 1.37% | 30 |
|
|
2023
Q3 | $84.3M | Buy |
335,469
+1,735
| +0.5% | +$453K | 1.58% | 25 |
|
|
2023
Q2 | $82.1M | Buy |
333,734
+1,415
| +0.4% | +$331K | 1.51% | 28 |
|
|
2023
Q1 | $75.1M | Buy |
332,319
+959
| +0.3% | +$213K | 1.5% | 28 |
|
|
2022
Q4 | $76.8M | Buy |
331,360
+2,281
| +0.7% | +$546K | 1.61% | 25 |
|
|
2022
Q3 | $75.6M | Buy |
329,079
+1,833
| +0.6% | +$447K | 1.71% | 23 |
|
|
2022
Q2 | $76.3M | Sell |
327,246
-2,854
| -0.9% | -$695K | 1.61% | 25 |
|
|
2022
Q1 | $76M | Buy |
330,100
+404
| +0.1% | +$93.3K | 1.34% | 30 |
|
|
2021
Q4 | $82.7M | Buy |
329,696
+8,440
| +3% | +$1.92M | 1.35% | 29 |
|
|
2021
Q3 | $67.7M | Buy |
321,256
+4,122
| +1% | +$900K | 1.23% | 30 |
|
|
2021
Q2 | $74.2M | Buy |
317,134
+8,398
| +3% | +$1.97M | 1.36% | 28 |
|
|
2021
Q1 | $70.4M | Buy |
308,736
+12,718
| +4% | +$2.87M | 1.39% | 28 |
|
|
2020
Q4 | $64.8M | Buy |
296,018
+14,675
| +5% | +$2.89M | 1.4% | 29 |
|
|
2020
Q3 | $53.3M | Buy |
281,343
+29,206
| +12% | +$5.33M | 1.3% | 29 |
|
|
2020
Q2 | $44.1M | Buy |
252,137
+249,534
| +9,586% | +$41.6M | 1.18% | 32 |
|
|
2020
Q1 | $373K | Buy |
2,603
+78
| +3% | +$13.8K | 0.01% | 269 |
|
|
2019
Q4 | $479K | Buy |
2,525
+1,100
| +77% | +$208K | 0.01% | 283 |
|
|
2019
Q3 | $295K | Hold |
1,425
| – | – | 0.01% | 344 |
|
|
2019
Q2 | $281K | Buy |
1,425
+250
| +21% | +$48.8K | 0.01% | 351 |
|
|
2019
Q1 | $206K | Buy |
+1,175
| New | +$198K | 0.01% | 396 |
|
|
2018
Q4 | – | Sell |
-1,025
| Closed | -$221K | – | 409 |
|
|
2018
Q3 | $221K | Buy |
+1,025
| New | +$218K | 0.01% | 390 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$46K | – | 734 |
|
|
2017
Q4 | $46K | Hold |
200
| – | – | ﹤0.01% | 597 |
|
|
2017
Q3 | $40K | Hold |
200
| – | – | ﹤0.01% | 606 |
|
|
2017
Q2 | $39K | Hold |
200
| – | – | ﹤0.01% | 616 |
|
|
2017
Q1 | $33K | Sell |
200
-12
| -6% | -$1.87K | ﹤0.01% | 674 |
|
|
2016
Q4 | $32K | Sell |
212
-25
| -11% | -$3.97K | ﹤0.01% | 686 |
|
|
2016
Q3 | $40K | Hold |
237
| – | – | ﹤0.01% | 646 |
|
|
2016
Q2 | $39K | Hold |
237
| – | – | ﹤0.01% | 629 |
|
|
2016
Q1 | $36K | Buy |
237
+35
| +17% | +$5.06K | ﹤0.01% | 631 |
|
|
2015
Q4 | $29K | Buy |
202
+37
| +22% | +$5.09K | ﹤0.01% | 699 |
|
|
2015
Q3 | $21K | Hold |
165
| – | – | ﹤0.01% | 732 |
|
|
2015
Q2 | $19K | Hold |
165
| – | – | ﹤0.01% | 802 |
|
|
2015
Q1 | $19K | Hold |
165
| – | – | ﹤0.01% | 790 |
|
|
2014
Q4 | $16K | Hold |
165
| – | – | ﹤0.01% | 698 |
|
|
2014
Q3 | $14K | Hold |
165
| – | – | ﹤0.01% | 787 |
|
|
2014
Q2 | $15K | Hold |
165
| – | – | ﹤0.01% | 782 |
|
|
2014
Q1 | $14K | Hold |
165
| – | – | ﹤0.01% | 797 |
|
|
2013
Q4 | $12K | Hold |
165
| – | – | ﹤0.01% | 747 |
|
|
2013
Q3 | $9K | Hold |
165
| – | – | ﹤0.01% | 770 |
|
|
2013
Q2 | $9K | Buy |
+165
| New | +$8.32K | ﹤0.01% | 730 |
|
Other funds holding STZ
Evercore Wealth Management's STZ Position: Q4 2025 in Review
Evercore Wealth Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 2,250 shares — an estimated $303K sold.
Evercore Wealth Management first reported a position in STZ in Q2 2013 and held it in 47 quarters. The position peaked at $93.8M in Q1 2024. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.
- Evercore Wealth Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
- Evercore Wealth Management sold 2,250 Constellation Brands shares in Q4 2025, an estimated $303K.
- Evercore Wealth Management first reported a position in Constellation Brands in Q2 2013 and held it in 47 quarters.
- Evercore Wealth Management's Constellation Brands position peaked at $93.8M in Q1 2024.
- 1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.
Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.