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InceptionR’s Constellation Brands STZ Stock Holding History

InceptionR’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
-10,718
Closed -$1.74M – 932
2025
Q2 		$1.74M Buy
10,718
+5,958
+125% +$1.07M 0.4% 38
2025
Q1 		$874K Buy
4,760
+52
+1% +$9.45K 0.26% 139
2024
Q4 		$1.04M Buy
+4,708
New +$1.12M 0.23% 149
2024
Q2 		– Sell
-5,800
Closed -$1.58M – 839
2024
Q1 		$1.58M Buy
+5,800
New +$1.47M 0.41% 42
2023
Q4 		– Sell
-2,826
Closed -$710K – 518
2023
Q3 		$710K Buy
+2,826
New +$738K 0.4% 63
2023
Q2 		– Sell
-8,971
Closed -$2.03M – 603
2023
Q1 		$2.03M Buy
+8,971
New +$2M 0.65% 18

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

InceptionR's STZ Position: Q3 2025 in Review

InceptionR sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 10,718 shares — an estimated $1.74M sold.

InceptionR first reported a position in STZ in Q1 2023 and held it in 6 quarters. The position peaked at $2.03M in Q1 2023. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • InceptionR reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • InceptionR sold 10,718 Constellation Brands shares in Q3 2025, an estimated $1.74M.
  • InceptionR first reported a position in Constellation Brands in Q1 2023 and held it in 6 quarters.
  • InceptionR's Constellation Brands position peaked at $2.03M in Q1 2023.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on InceptionR's 13F filing for Q3 2025, filed 13 Nov 2025.