FCH
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Freestone Capital Holdings’s Constellation Brands STZ Stock Holding History

Freestone Capital Holdings’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
-4,298
Closed -$579K – 597
2025
Q3 		$579K Buy
+4,298
New +$684K 0.02% 312
2024
Q3 		– Sell
-1,048
Closed -$270K – 489
2024
Q2 		$270K Buy
+1,048
New +$270K 0.01% 398
2023
Q3 		– Sell
-901
Closed -$222K – 411
2023
Q2 		$222K Buy
+901
New +$211K 0.01% 342
2023
Q1 		– Sell
-934
Closed -$217K – 405
2022
Q4 		$217K Sell
934
-108
-10% -$25.8K 0.01% 334
2022
Q3 		$239K Buy
1,042
+173
+20% +$42.2K 0.01% 322
2022
Q2 		$203K Sell
869
-723
-45% -$176K 0.01% 387
2022
Q1 		$367K Buy
1,592
+631
+66% +$146K 0.01% 427
2021
Q4 		$241K Buy
+961
New +$219K 0.01% 439
2021
Q1 		– Sell
-151
Closed -$33.2K – 1042
2020
Q4 		$33.2K Buy
151
+126
+504% +$24.8K ﹤0.01% 642
2020
Q3 		$4.76K Buy
+25
New +$4.56K ﹤0.01% 888

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Freestone Capital Holdings's STZ Position: Q4 2025 in Review

Freestone Capital Holdings sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 4,298 shares — an estimated $579K sold.

Freestone Capital Holdings first reported a position in STZ in Q3 2020 and held it in 10 quarters. The position peaked at $579K in Q3 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Freestone Capital Holdings reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 4,298 Constellation Brands shares in Q4 2025, an estimated $579K.
  • Freestone Capital Holdings first reported a position in Constellation Brands in Q3 2020 and held it in 10 quarters.
  • Freestone Capital Holdings's Constellation Brands position peaked at $579K in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Freestone Capital Holdings's 13F filing for Q4 2025, filed 23 Jan 2026.