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Investment Management Corporation’s Constellation Brands STZ Stock Holding History

Investment Management Corporation’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
-20
Closed -$3.25K – 149
2025
Q2 		$3.25K Hold
20
– – ﹤0.01% 152
2025
Q1 		$3.67K Hold
20
– – ﹤0.01% 162
2024
Q4 		$4.42K Buy
+20
New +$4.75K ﹤0.01% 158

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Investment Management Corporation's STZ Position: Q3 2025 in Review

Investment Management Corporation sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 20 shares — an estimated $3.25K sold.

Investment Management Corporation first reported a position in STZ in Q4 2024 and held it in 3 quarters. The position peaked at $4.42K in Q4 2024. 1,041 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Investment Management Corporation reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Investment Management Corporation sold 20 Constellation Brands shares in Q3 2025, an estimated $3.25K.
  • Investment Management Corporation first reported a position in Constellation Brands in Q4 2024 and held it in 3 quarters.
  • Investment Management Corporation's Constellation Brands position peaked at $4.42K in Q4 2024.
  • 1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Investment Management Corporation's 13F filing for Q3 2025, filed 30 Oct 2025.