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Forum Financial Management’s Constellation Brands STZ Stock Holding History

Forum Financial 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
Q3 		– Sell
-1,777
Closed -$289K – 1054
2025
Q2 		$289K Buy
1,777
+232
+15% +$41.6K ﹤0.01% 693
2025
Q1 		$284K Sell
1,545
-462
-23% -$83.9K ﹤0.01% 619
2024
Q4 		$444K Buy
2,007
+647
+48% +$154K 0.01% 426
2024
Q3 		$350K Sell
1,360
-2,005
-60% -$497K 0.01% 453
2024
Q2 		$866K Sell
3,365
-1
-0% -$257 0.02% 198
2024
Q1 		$915K Hold
3,366
– – 0.02% 203
2023
Q4 		$814K Buy
3,366
+274
+9% +$65.2K 0.02% 194
2023
Q3 		$777K Buy
3,092
+2
+0.1% +$522 0.02% 191
2023
Q2 		$761K Buy
3,090
+33
+1% +$7.72K 0.02% 200
2023
Q1 		$691K Sell
3,057
-630
-17% -$140K 0.02% 197
2022
Q4 		$854K Sell
3,687
-11
-0.3% -$2.63K 0.03% 154
2022
Q3 		$849K Sell
3,698
-1,160
-24% -$283K 0.04% 132
2022
Q2 		$1.13M Buy
4,858
+337
+7% +$82K 0.06% 111
2022
Q1 		$1.04M Sell
4,521
-102
-2% -$23.6K 0.05% 121
2021
Q4 		$1.16M Buy
+4,623
New +$1.05M 0.06% 108

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

Forum Financial Management's STZ Position: Q3 2025 in Review

Forum Financial Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,777 shares — an estimated $289K sold.

Forum Financial Management first reported a position in STZ in Q4 2021 and held it in 15 quarters. The position peaked at $1.16M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Forum Financial Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,777 Constellation Brands shares in Q3 2025, an estimated $289K.
  • Forum Financial Management first reported a position in Constellation Brands in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's Constellation Brands position peaked at $1.16M in Q4 2021.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.