FFN
STZ icon

Focus Financial Network’s Constellation Brands STZ Stock Holding History

Focus Financial Network’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
-1,328
Closed -$216K – 768
2025
Q2 		$216K Sell
1,328
-140
-10% -$25.1K 0.01% 668
2025
Q1 		$269K Sell
1,468
-190
-11% -$34.5K 0.01% 582
2024
Q4 		$366K Buy
1,658
+370
+29% +$87.9K 0.01% 495
2024
Q3 		$332K Sell
1,288
-89
-6% -$22.1K 0.01% 517
2024
Q2 		$342K Buy
1,377
+70
+5% +$18K 0.01% 491
2024
Q1 		$338K Hold
1,307
– – 0.02% 469
2023
Q4 		$316K Buy
1,307
+50
+4% +$11.9K 0.01% 556
2023
Q3 		$316K Sell
1,257
-63
-5% -$16.4K 0.02% 453
2023
Q2 		$325K Sell
1,320
-242
-15% -$56.6K 0.02% 451
2023
Q1 		$353K Hold
1,562
– – 0.02% 415
2022
Q4 		$362K Buy
1,562
+2
+0.1% +$479 0.03% 334
2022
Q3 		$358K Sell
1,560
-21
-1% -$5.12K 0.03% 339
2022
Q2 		$368K Sell
1,581
-105
-6% -$25.6K 0.03% 346
2022
Q1 		$388K Buy
1,686
+859
+104% +$198K 0.03% 342
2021
Q4 		$208K Buy
+827
New +$188K 0.03% 341
2021
Q2 		– Sell
-897
Closed -$205K – 419
2021
Q1 		$205K Sell
897
-885
-50% -$199K 0.02% 385
2020
Q4 		$390K Buy
1,782
+25
+1% +$4.92K 0.03% 304
2020
Q3 		$333K Sell
1,757
-19
-1% -$3.46K 0.03% 319
2020
Q2 		$311K Buy
1,776
+61
+4% +$10.2K 0.03% 296
2020
Q1 		$246K Buy
1,715
+48
+3% +$8.47K 0.03% 303
2019
Q4 		$316K Hold
1,667
– – 0.04% 304
2019
Q3 		$345K Sell
1,667
-69
-4% -$13.9K 0.05% 268
2019
Q2 		$342K Buy
1,736
+126
+8% +$24.6K 0.05% 263
2019
Q1 		$282K Buy
+1,610
New +$271K 0.05% 288

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
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

Focus Financial Network's STZ Position: Q3 2025 in Review

Focus Financial Network sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,328 shares — an estimated $216K sold.

Focus Financial Network first reported a position in STZ in Q1 2019 and held it in 24 quarters. The position peaked at $390K in Q4 2020. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Focus Financial Network reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Focus Financial Network sold 1,328 Constellation Brands shares in Q3 2025, an estimated $216K.
  • Focus Financial Network first reported a position in Constellation Brands in Q1 2019 and held it in 24 quarters.
  • Focus Financial Network's Constellation Brands position peaked at $390K in Q4 2020.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Focus Financial Network's 13F filing for Q3 2025, filed 10 Oct 2025.