Inscription Capital’s Constellation Brands STZ Stock Holding History

Inscription 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	-1,825	Closed	-$496K	–	558
2025 Q1	$496K	Buy	+1,825	New	+$332K	0.08%	175
2024 Q3	$394K	Buy	1,530 +5	+0.3%	+$1.24K	0.06%	220
2024 Q2	$392K	Sell	1,525 -300	-16%	-$77.2K	0.06%	212
2024 Q1	$496K	Buy	1,825 +765	+72%	+$194K	0.08%	175
2023 Q4	$256K	Buy	1,060 +170	+19%	+$40.4K	0.07%	179
2023 Q3	$224K	Buy	890 +10	+1%	+$2.61K	0.07%	169
2023 Q2	$217K	Buy	+880	New	+$206K	0.07%	174
2023 Q1	–	Sell	-920	Closed	-$213K	–	212
2022 Q4	$213K	Hold	920	–	–	0.07%	189
2022 Q3	$211K	Sell	920 -690	-43%	-$168K	0.06%	182
2022 Q2	$375K	Buy	1,610 +720	+81%	+$175K	0.07%	183
2022 Q1	$205K	Hold	890	–	–	0.06%	185
2021 Q4	$223K	Buy	+890	New	+$203K	0.06%	205

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Inscription Capital's STZ Position: Q2 2025 in Review

Inscription Capital sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,825 shares — an estimated $496K sold.

Inscription Capital first reported a position in STZ in Q4 2021 and held it in 12 quarters. The position peaked at $496K in Q1 2025. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Inscription Capital reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Inscription Capital sold 1,825 Constellation Brands shares in Q2 2025, an estimated $496K.
Inscription Capital first reported a position in Constellation Brands in Q4 2021 and held it in 12 quarters.
Inscription Capital's Constellation Brands position peaked at $496K in Q1 2025.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Inscription Capital's 13F filing for Q2 2025, filed 12 Aug 2025.