Iconiq Capital’s Constellation Brands STZ Stock Holding History

Iconiq Capital’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 Q1	–	Sell	-1,110	Closed	-$245K	–	416
2024 Q4	$245K	Buy	+1,110	New	+$264K	﹤0.01%	277

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iconiq Capital's STZ Position: Q1 2025 in Review

Iconiq Capital sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,110 shares — an estimated $245K sold.

Iconiq Capital first reported a position in STZ in Q4 2024 and held it in 1 quarter. The position peaked at $245K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Iconiq Capital reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Iconiq Capital sold 1,110 Constellation Brands shares in Q1 2025, an estimated $245K.
Iconiq Capital first reported a position in Constellation Brands in Q4 2024 and held it in 1 quarter.
Iconiq Capital's Constellation Brands position peaked at $245K in Q4 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Iconiq Capital's 13F filing for Q1 2025, filed 14 May 2025.