Formidable Asset Management’s Constellation Brands STZ Stock Holding History

Formidable Asset 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	-2,265	Closed	-$369K	–	417
2025 Q3	$369K	Buy	2,265 +423	+23%	+$67.3K	0.06%	293
2025 Q2	$338K	Hold	1,842	–	–	0.06%	292
2025 Q1	$338K	Buy	+1,842	New	+$335K	0.06%	291
2021 Q4	–	Sell	-1,001	Closed	-$211K	–	350
2021 Q3	$211K	Buy	1,001 +6	+0.6%	+$1.31K	0.04%	320
2021 Q2	$224K	Buy	995 +1	+0.1%	+$235	0.05%	274
2021 Q1	$229K	Hold	994	–	–	0.05%	252
2020 Q4	$216K	Buy	+994	New	+$195K	0.05%	248
2019 Q2	–	Sell	-22,900	Closed	-$15K	–	327
2019 Q1	$15K	Buy	+22,900	New	+$3.86M	0.01%	182

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

Formidable Asset Management's STZ Position: Q4 2025 in Review

Formidable Asset Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 2,265 shares — an estimated $369K sold.

Formidable Asset Management first reported a position in STZ in Q1 2019 and held it in 8 quarters. The position peaked at $369K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Formidable Asset Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Formidable Asset Management sold 2,265 Constellation Brands shares in Q4 2025, an estimated $369K.
Formidable Asset Management first reported a position in Constellation Brands in Q1 2019 and held it in 8 quarters.
Formidable Asset Management's Constellation Brands position peaked at $369K in Q3 2025.
1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Formidable Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.