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Koa Wealth Management’s Constellation Brands STZ Stock Holding History

Koa Wealth Management’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
-16,834
Closed -$2.27M – 64
2025
Q3 		$2.27M Sell
16,834
-412
-2% -$65.5K 1.68% 16
2025
Q2 		$2.81M Sell
17,246
-629
-4% -$113K 2.23% 14
2025
Q1 		$3.28M Buy
17,875
+7,340
+70% +$1.33M 2.65% 11
2024
Q4 		$2.33M Sell
10,535
-137
-1% -$32.5K 1.9% 16
2024
Q3 		$2.75M Buy
10,672
+411
+4% +$102K 2.12% 14
2024
Q2 		$2.64M Sell
10,261
-87
-0.8% -$22.4K 2.23% 13
2024
Q1 		$2.81M Buy
10,348
+148
+1% +$37.5K 2.54% 12
2023
Q4 		$2.47M Buy
+10,200
New +$2.43M 2.43% 12

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

Koa Wealth Management's STZ Position: Q4 2025 in Review

Koa Wealth Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 16,834 shares — an estimated $2.27M sold.

Koa Wealth Management first reported a position in STZ in Q4 2023 and held it in 8 quarters. The position peaked at $3.28M in Q1 2025. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Koa Wealth Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Koa Wealth Management sold 16,834 Constellation Brands shares in Q4 2025, an estimated $2.27M.
  • Koa Wealth Management first reported a position in Constellation Brands in Q4 2023 and held it in 8 quarters.
  • Koa Wealth Management's Constellation Brands position peaked at $3.28M in Q1 2025.
  • 1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Koa Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.