GC
STZ icon

Gilbert & Cook’s Constellation Brands STZ Stock Holding History

Gilbert & Cook’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
-2,385
Closed -$388K – 219
2025
Q2 		$388K Buy
2,385
+60
+3% +$10.8K 0.05% 162
2025
Q1 		$427K Sell
2,325
-2,224
-49% -$404K 0.06% 149
2024
Q4 		$1.01M Sell
4,549
-11
-0.2% -$2.61K 0.14% 68
2024
Q3 		$1.18M Sell
4,560
-123
-3% -$30.5K 0.16% 57
2024
Q2 		$1.2M Sell
4,683
-471
-9% -$121K 0.18% 52
2024
Q1 		$1.4M Buy
5,154
+80
+2% +$20.2K 0.19% 48
2023
Q4 		$1.23M Sell
5,074
-949
-16% -$226K 0.17% 51
2023
Q3 		$1.51M Buy
6,023
+2,527
+72% +$660K 0.24% 35
2023
Q2 		$860K Buy
3,496
+1,565
+81% +$366K 0.14% 56
2023
Q1 		$436K Sell
1,931
-1,360
-41% -$303K 0.08% 119
2022
Q4 		$763K Buy
3,291
+22
+0.7% +$5.27K 0.14% 63
2022
Q3 		$782K Buy
3,269
+79
+2% +$19.3K 0.17% 58
2022
Q2 		$743K Buy
3,190
+205
+7% +$49.9K 0.13% 60
2022
Q1 		$688K Buy
2,985
+149
+5% +$34.4K 0.11% 76
2021
Q4 		$712K Buy
2,836
+328
+13% +$74.7K 0.11% 74
2021
Q3 		$528K Buy
2,508
+769
+44% +$168K 0.09% 97
2021
Q2 		$407K Buy
1,739
+16
+0.9% +$3.76K 0.07% 126
2021
Q1 		$393K Buy
1,723
+184
+12% +$41.5K 0.08% 119
2020
Q4 		$336K Sell
1,539
-22
-1% -$4.33K 0.07% 117
2020
Q3 		$296K Buy
1,561
+2
+0.1% +$365 0.07% 112
2020
Q2 		$273K Buy
+1,559
New +$260K 0.07% 107

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

Gilbert & Cook's STZ Position: Q3 2025 in Review

Gilbert & Cook sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 2,385 shares — an estimated $388K sold.

Gilbert & Cook first reported a position in STZ in Q2 2020 and held it in 21 quarters. The position peaked at $1.51M in Q3 2023. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Gilbert & Cook reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Gilbert & Cook sold 2,385 Constellation Brands shares in Q3 2025, an estimated $388K.
  • Gilbert & Cook first reported a position in Constellation Brands in Q2 2020 and held it in 21 quarters.
  • Gilbert & Cook's Constellation Brands position peaked at $1.51M in Q3 2023.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Gilbert & Cook's 13F filing for Q3 2025, filed 12 Nov 2025.