IC
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IEQ Capital’s Constellation Brands STZ Stock Holding History

IEQ 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
Q2 		– Sell
-7,606
Closed -$1.4M – 1989
2025
Q1 		$1.4M Sell
7,606
-2,128
-22% -$387K 0.01% 672
2024
Q4 		$2.15M Buy
9,734
+6,942
+249% +$1.65M 0.02% 480
2024
Q3 		$719K Sell
2,792
-2,007
-42% -$497K 0.01% 639
2024
Q2 		$1.23M Buy
4,799
+636
+15% +$164K 0.02% 436
2024
Q1 		$1.13M Sell
4,163
-599
-13% -$152K 0.02% 433
2023
Q4 		$1.15M Buy
4,762
+371
+8% +$88.2K 0.02% 396
2023
Q3 		$1.1M Buy
4,391
+439
+11% +$115K 0.02% 383
2023
Q2 		$973K Sell
3,952
-337
-8% -$78.9K 0.02% 399
2023
Q1 		$969K Buy
4,289
+82
+2% +$18.2K 0.02% 394
2022
Q4 		$975K Sell
4,207
-568
-12% -$136K 0.03% 373
2022
Q3 		$1.1M Buy
4,775
+1,860
+64% +$453K 0.03% 344
2022
Q2 		$679K Sell
2,915
-59
-2% -$14.4K 0.02% 397
2022
Q1 		$685K Buy
2,974
+1,093
+58% +$252K 0.02% 415
2021
Q4 		$472K Sell
1,881
-217
-10% -$49.5K 0.01% 469
2021
Q3 		$442K Buy
2,098
+959
+84% +$209K 0.01% 470
2021
Q2 		$266K Buy
1,139
+241
+27% +$56.6K 0.01% 499
2021
Q1 		$205K Buy
+898
New +$202K 0.01% 459
2020
Q2 		– Sell
-1,820
Closed -$261K – 395
2020
Q1 		$261K Buy
1,820
+391
+27% +$69K 0.02% 300
2019
Q4 		$272K Buy
+1,429
New +$270K 0.02% 334

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 $263B AUM 16.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

IEQ Capital's STZ Position: Q2 2025 in Review

IEQ Capital sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 7,606 shares — an estimated $1.4M sold.

IEQ Capital first reported a position in STZ in Q4 2019 and held it in 19 quarters. The position peaked at $2.15M in Q4 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • IEQ Capital reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 7,606 Constellation Brands shares in Q2 2025, an estimated $1.4M.
  • IEQ Capital first reported a position in Constellation Brands in Q4 2019 and held it in 19 quarters.
  • IEQ Capital's Constellation Brands position peaked at $2.15M in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.