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GeoWealth Management’s Constellation Brands STZ Stock Holding History

GeoWealth 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
-265
Closed -$43.1K – 1173
2025
Q2 		$43.1K Sell
265
-62
-19% -$11.1K ﹤0.01% 969
2025
Q1 		$60K Sell
327
-492
-60% -$89.4K ﹤0.01% 872
2024
Q4 		$181K Sell
819
-43
-5% -$10.2K 0.01% 799
2024
Q3 		$222K Sell
862
-138
-14% -$34.2K 0.01% 684
2024
Q2 		$257K Buy
1,000
+224
+29% +$57.6K 0.01% 618
2024
Q1 		$211K Buy
+776
New +$196K 0.01% 670

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

GeoWealth Management's STZ Position: Q3 2025 in Review

GeoWealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 265 shares — an estimated $43.1K sold.

GeoWealth Management first reported a position in STZ in Q1 2024 and held it in 6 quarters. The position peaked at $257K in Q2 2024. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • GeoWealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 265 Constellation Brands shares in Q3 2025, an estimated $43.1K.
  • GeoWealth Management first reported a position in Constellation Brands in Q1 2024 and held it in 6 quarters.
  • GeoWealth Management's Constellation Brands position peaked at $257K in Q2 2024.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.