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HRT Financial’s Constellation Brands STZ Stock Holding History

HRT Financial’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
-35,680
Closed -$4.9M – 4014
2025
Q3 		$4.8M Buy
35,680
+10,962
+44% +$1.74M 0.02% 691
2025
Q2 		$4.02M Buy
+24,718
New +$4.43M 0.02% 632
2024
Q3 		– Sell
-35,625
Closed -$9.16M – 3103
2024
Q2 		$9.16M Buy
+35,625
New +$9.16M 0.05% 264
2024
Q1 		– Sell
-79,605
Closed -$19.2M – 3062
2023
Q4 		$19.2M Buy
79,605
+70,220
+748% +$16.7M 0.14% 78
2023
Q3 		$2.36M Buy
+9,385
New +$2.45M 0.02% 548
2022
Q4 		– Sell
-73,901
Closed -$17M – 3111
2022
Q3 		$17M Sell
73,901
-43,039
-37% -$10.5M 0.18% 83
2022
Q2 		$27.3M Buy
116,940
+106,120
+981% +$25.8M 0.3% 45
2022
Q1 		$2.49M Sell
10,820
-85,406
-89% -$19.7M 0.02% 542
2021
Q4 		$24.1M Buy
+96,226
New +$21.9M 0.14% 75
2021
Q3 		– Sell
-42,668
Closed -$9.98M – 3733
2021
Q2 		$9.98M Buy
+42,668
New +$10M 0.09% 182
2021
Q1 		– Sell
-8,402
Closed -$1.84M – 3123
2020
Q4 		$1.84M Buy
8,402
+7,328
+682% +$1.44M 0.04% 350
2020
Q3 		$203K Buy
+1,074
New +$196K 0.01% 1358
2019
Q3 		– Sell
-9,479
Closed -$1.87M – 1591
2019
Q2 		$1.87M Buy
9,479
+6,138
+184% +$1.2M 0.12% 183
2019
Q1 		$585K Buy
+3,341
New +$563K 0.09% 160
2018
Q3 		– Sell
-22,518
Closed -$4.93M – 492
2018
Q2 		$4.93M Buy
22,518
+9,374
+71% +$2.12M 1.79% 9
2018
Q1 		$3M Buy
+13,144
New +$2.89M 1.43% 10

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HRT Financial's STZ Position: Q4 2025 in Review

HRT Financial sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 35,680 shares — an estimated $4.9M sold.

HRT Financial first reported a position in STZ in Q1 2018 and held it in 16 quarters. The position peaked at $27.3M in Q2 2022. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • HRT Financial reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 35,680 Constellation Brands shares in Q4 2025, an estimated $4.9M.
  • HRT Financial first reported a position in Constellation Brands in Q1 2018 and held it in 16 quarters.
  • HRT Financial's Constellation Brands position peaked at $27.3M in Q2 2022.
  • 1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.