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Indiana Trust & Investment Management’s Constellation Brands STZ Stock Holding History

Indiana Trust & Investment 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
-100
Closed -$13.5K – 489
2025
Q3 		$13.5K Hold
100
– – ﹤0.01% 379
2025
Q2 		$16.3K Hold
100
– – 0.01% 362
2025
Q1 		$18.4K Hold
100
– – 0.01% 348
2024
Q4 		$22.1K Hold
100
– – 0.01% 341
2024
Q3 		$25.8K Hold
100
– – 0.01% 334
2024
Q2 		$25.7K Hold
100
– – 0.01% 321
2024
Q1 		$27.2K Hold
100
– – 0.01% 317
2023
Q4 		$24.2K Hold
100
– – 0.01% 310
2023
Q3 		$25.1K Buy
+100
New +$26.1K 0.01% 308

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 $3.38T AUM 44.17% 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

Indiana Trust & Investment Management's STZ Position: Q4 2025 in Review

Indiana Trust & Investment Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 100 shares — an estimated $13.5K sold.

Indiana Trust & Investment Management first reported a position in STZ in Q3 2023 and held it in 9 quarters. The position peaked at $27.2K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Indiana Trust & Investment Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 100 Constellation Brands shares in Q4 2025, an estimated $13.5K.
  • Indiana Trust & Investment Management first reported a position in Constellation Brands in Q3 2023 and held it in 9 quarters.
  • Indiana Trust & Investment Management's Constellation Brands position peaked at $27.2K in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.