Kennedy Investment Group’s Constellation Brands STZ Stock Holding History

Kennedy Investment Group’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	-4,317	Closed	-$581K	–	148
2025 Q3	$581K	Sell	4,317 -584	-12%	-$92.9K	0.23%	85
2025 Q2	$797K	Sell	4,901 -83	-2%	-$14.9K	0.34%	69
2025 Q1	$915K	Sell	4,984 -228	-4%	-$41.4K	0.42%	60
2024 Q4	$1.15M	Buy	5,212 +119	+2%	+$28.3K	0.52%	52
2024 Q3	$1.31M	Sell	5,093 -62	-1%	-$15.4K	0.6%	46
2024 Q2	$1.33M	Sell	5,155 -83	-2%	-$21.3K	0.67%	37
2024 Q1	$1.42M	Sell	5,238 -5	-0.1%	-$1.26K	0.76%	35
2023 Q4	$1.27M	Buy	5,243 +6	+0.1%	+$1.43K	0.71%	38
2023 Q3	$1.32M	Sell	5,237 -85	-2%	-$22.2K	0.79%	33
2023 Q2	$1.31M	Sell	5,322 -42	-0.8%	-$9.83K	0.77%	36
2023 Q1	$1.21M	Sell	5,364 -125	-2%	-$27.8K	0.74%	39
2022 Q4	$1.27M	Buy	+5,489	New	+$1.31M	0.81%	37

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Kennedy Investment Group's STZ Position: Q4 2025 in Review

Kennedy Investment Group sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 4,317 shares — an estimated $581K sold.

Kennedy Investment Group first reported a position in STZ in Q4 2022 and held it in 12 quarters. The position peaked at $1.42M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Kennedy Investment Group reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Kennedy Investment Group sold 4,317 Constellation Brands shares in Q4 2025, an estimated $581K.
Kennedy Investment Group first reported a position in Constellation Brands in Q4 2022 and held it in 12 quarters.
Kennedy Investment Group's Constellation Brands position peaked at $1.42M in Q1 2024.
1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Kennedy Investment Group's 13F filing for Q4 2025, filed 6 Feb 2026.