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ICW Investment Advisors’s Constellation Brands STZ Stock Holding History

ICW Investment Advisors’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
-1,289
Closed -$210K – 145
2025
Q2 		$210K Buy
1,289
+2
+0.2% +$359 0.08% 139
2025
Q1 		$236K Buy
1,287
+7
+0.5% +$1.27K 0.1% 137
2024
Q4 		$283K Sell
1,280
-28
-2% -$6.65K 0.12% 132
2024
Q3 		$337K Buy
1,308
+32
+3% +$7.93K 0.14% 128
2024
Q2 		$328K Buy
1,276
+1
+0.1% +$257 0.15% 128
2024
Q1 		$346K Buy
1,275
+1
+0.1% +$253 0.15% 129
2023
Q4 		$308K Sell
1,274
-15
-1% -$3.57K 0.15% 127
2023
Q3 		$324K Buy
1,289
+4
+0.3% +$1.04K 0.17% 122
2023
Q2 		$316K Buy
1,285
+6
+0.5% +$1.4K 0.17% 121
2023
Q1 		$289K Buy
1,279
+22
+2% +$4.9K 0.16% 122
2022
Q4 		$291K Buy
1,257
+12
+1% +$2.87K 0.17% 121
2022
Q3 		$286K Buy
1,245
+5
+0.4% +$1.22K 0.19% 116
2022
Q2 		$289K Buy
1,240
+3
+0.2% +$730 0.18% 120
2022
Q1 		$285K Buy
1,237
+64
+5% +$14.8K 0.16% 123
2021
Q4 		$294K Sell
1,173
-1
-0.1% -$228 0.16% 125
2021
Q3 		$247K Buy
1,174
+70
+6% +$15.3K 0.16% 125
2021
Q2 		$258K Buy
1,104
+4
+0.4% +$939 0.17% 124
2021
Q1 		$251K Sell
1,100
-35
-3% -$7.89K 0.17% 122
2020
Q4 		$248K Sell
1,135
-95
-8% -$18.7K 0.18% 121
2020
Q3 		$233K Buy
1,230
+17
+1% +$3.1K 0.17% 120
2020
Q2 		$212K Buy
+1,213
New +$202K 0.17% 120
2020
Q1 		– Sell
-586
Closed -$111K – 166
2019
Q4 		$111K Buy
+586
New +$111K 0.09% 124

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

ICW Investment Advisors's STZ Position: Q3 2025 in Review

ICW Investment Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,289 shares — an estimated $210K sold.

ICW Investment Advisors first reported a position in STZ in Q4 2019 and held it in 22 quarters. The position peaked at $346K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • ICW Investment Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • ICW Investment Advisors sold 1,289 Constellation Brands shares in Q3 2025, an estimated $210K.
  • ICW Investment Advisors first reported a position in Constellation Brands in Q4 2019 and held it in 22 quarters.
  • ICW Investment Advisors's Constellation Brands position peaked at $346K in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on ICW Investment Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.