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Keel Point’s Constellation Brands STZ Stock Holding History

Keel Point’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
-1,510
Closed -$203K – 566
2025
Q3 		$203K Sell
1,510
-291
-16% -$46.3K 0.01% 503
2025
Q2 		$293K Buy
1,801
+674
+60% +$121K 0.02% 402
2025
Q1 		$207K Buy
+1,127
New +$205K 0.02% 445

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Keel Point's STZ Position: Q4 2025 in Review

Keel Point sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 1,510 shares — an estimated $203K sold.

Keel Point first reported a position in STZ in Q1 2025 and held it in 3 quarters. The position peaked at $293K in Q2 2025. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Keel Point reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Keel Point sold 1,510 Constellation Brands shares in Q4 2025, an estimated $203K.
  • Keel Point first reported a position in Constellation Brands in Q1 2025 and held it in 3 quarters.
  • Keel Point's Constellation Brands position peaked at $293K in Q2 2025.
  • 1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Keel Point's 13F filing for Q4 2025, filed 12 Feb 2026.