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Independent Solutions Wealth Management’s Constellation Brands STZ Stock Holding History

Independent Solutions Wealth Management’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
-2,787
Closed -$375K – 185
2025
Q3 		$375K Sell
2,787
-164
-6% -$26.1K 0.07% 140
2025
Q2 		$480K Sell
2,951
-47
-2% -$8.43K 0.09% 125
2025
Q1 		$550K Sell
2,998
-861
-22% -$156K 0.12% 121
2024
Q4 		$853K Sell
3,859
-6
-0.2% -$1.43K 0.19% 112
2024
Q3 		$996K Sell
3,865
-160
-4% -$39.7K 0.23% 97
2024
Q2 		$1.04M Sell
4,025
-162
-4% -$41.7K 0.24% 97
2024
Q1 		$1.14M Sell
4,187
-20
-0.5% -$5.06K 0.27% 91
2023
Q4 		$1.02M Sell
4,207
-358
-8% -$85.1K 0.26% 90
2023
Q3 		$1.15M Sell
4,565
-362
-7% -$94.5K 0.3% 79
2023
Q2 		$1.21M Sell
4,927
-86
-2% -$20.1K 0.31% 75
2023
Q1 		$1.13M Sell
5,013
-2,195
-30% -$488K 0.33% 72
2022
Q4 		$1.67M Sell
7,208
-148
-2% -$35.4K 0.51% 49
2022
Q3 		$1.69M Sell
7,356
-129
-2% -$31.4K 0.55% 47
2022
Q2 		$1.74M Sell
7,485
-281
-4% -$68.4K 0.54% 51
2022
Q1 		$1.79M Sell
7,766
-429
-5% -$99.1K 0.42% 59
2021
Q4 		$2.06M Sell
8,195
-26
-0.3% -$5.92K 0.48% 53
2021
Q3 		$1.73M Buy
8,221
+513
+7% +$112K 0.43% 55
2021
Q2 		$1.8M Buy
7,708
+633
+9% +$149K 0.44% 55
2021
Q1 		$1.61M Buy
7,075
+985
+16% +$222K 0.44% 58
2020
Q4 		$1.33M Buy
6,090
+1,732
+40% +$341K 0.42% 54
2020
Q3 		$826K Sell
4,358
-334
-7% -$60.9K 0.32% 66
2020
Q2 		$821K Buy
4,692
+2,487
+113% +$414K 0.35% 59
2020
Q1 		$316K Buy
2,205
+445
+25% +$78.5K 0.17% 96
2019
Q4 		$334K Buy
+1,760
New +$332K 0.15% 119

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Independent Solutions Wealth Management's STZ Position: Q4 2025 in Review

Independent Solutions Wealth Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 2,787 shares — an estimated $375K sold.

Independent Solutions Wealth Management first reported a position in STZ in Q4 2019 and held it in 24 quarters. The position peaked at $2.06M in Q4 2021. 1,044 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Independent Solutions Wealth Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,787 Constellation Brands shares in Q4 2025, an estimated $375K.
  • Independent Solutions Wealth Management first reported a position in Constellation Brands in Q4 2019 and held it in 24 quarters.
  • Independent Solutions Wealth Management's Constellation Brands position peaked at $2.06M in Q4 2021.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.