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Hemington Wealth Management’s Constellation Brands STZ Stock Holding History

Hemington Wealth 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 		$6K Sell
48
-59
-55% -$9.38K ﹤0.01% 1081
2025
Q2 		$17K Buy
107
+15
+16% +$2.69K ﹤0.01% 687
2025
Q1 		$16K Sell
92
-11
-11% -$2K ﹤0.01% 654
2024
Q4 		$22K Buy
103
+14
+16% +$3.33K 0.01% 527
2024
Q3 		$20K Buy
+89
New +$22.1K 0.01% 513

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
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

Hemington Wealth Management's STZ Position: Q3 2025 in Review

Hemington Wealth Management reduced its Constellation Brands (STZ) stake by 55% in Q3 2025, selling an estimated $9.38K and leaving 48 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Hemington Wealth Management first reported a position in STZ in Q3 2024 and has held it in 5 quarters since. The position peaked at $22K in Q4 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Hemington Wealth Management held 48 shares of Constellation Brands worth $6K as of Q3 2025.
  • Hemington Wealth Management sold 59 Constellation Brands shares in Q3 2025, an estimated $9.38K.
  • Constellation Brands made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1081 holding.
  • Hemington Wealth Management first reported a position in Constellation Brands in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Constellation Brands position peaked at $22K in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

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