KCM Investment Advisors’s Constellation Brands STZ Stock Holding History

KCM Investment Advisors’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	-4,152	Closed	-$675K	–	394
2025 Q2	$675K	Buy	4,152 +275	+7%	+$49.3K	0.02%	244
2025 Q1	$712K	Buy	3,877 +333	+9%	+$60.5K	0.03%	229
2024 Q4	$783K	Buy	3,544 +162	+5%	+$38.5K	0.03%	225
2024 Q3	$872K	Buy	3,382 +56	+2%	+$13.9K	0.03%	218
2024 Q2	$856K	Buy	3,326 +1	+0%	+$257	0.03%	220
2024 Q1	$904K	Buy	3,325 +457	+16%	+$116K	0.03%	217
2023 Q4	$693K	Buy	2,868 +229	+9%	+$54.5K	0.03%	229
2023 Q3	$663K	Sell	2,639 -16	-0.6%	-$4.18K	0.03%	225
2023 Q2	$653K	Buy	2,655 +1,512	+132%	+$354K	0.03%	233
2023 Q1	$258K	Buy	+1,143	New	+$254K	0.01%	366

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM Investment Advisors's STZ Position: Q3 2025 in Review

KCM Investment Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 4,152 shares — an estimated $675K sold.

KCM Investment Advisors first reported a position in STZ in Q1 2023 and held it in 10 quarters. The position peaked at $904K in Q1 2024. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

KCM Investment Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
KCM Investment Advisors sold 4,152 Constellation Brands shares in Q3 2025, an estimated $675K.
KCM Investment Advisors first reported a position in Constellation Brands in Q1 2023 and held it in 10 quarters.
KCM Investment Advisors's Constellation Brands position peaked at $904K in Q1 2024.
1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on KCM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.