LBC
STZ icon

Lowe Brockenbrough & Co’s Constellation Brands STZ Stock Holding History

Lowe Brockenbrough & Co’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
-3,486
Closed -$469K – 342
2025
Q3 		$469K Sell
3,486
-268
-7% -$42.6K 0.02% 224
2025
Q2 		$611K Sell
3,754
-255
-6% -$45.7K 0.03% 203
2025
Q1 		$736K Sell
4,009
-179
-4% -$32.5K 0.05% 191
2024
Q4 		$926K Sell
4,188
-77
-2% -$18.3K 0.06% 179
2024
Q3 		$1.1M Sell
4,265
-65
-2% -$16.1K 0.07% 170
2024
Q2 		$1.11M Sell
4,330
-125
-3% -$32.1K 0.07% 166
2024
Q1 		$1.21M Sell
4,455
-349
-7% -$88.3K 0.08% 163
2023
Q4 		$1.16M Sell
4,804
-365
-7% -$86.8K 0.09% 165
2023
Q3 		$1.3M Sell
5,169
-110
-2% -$28.7K 0.1% 156
2023
Q2 		$1.3M Sell
5,279
-9
-0.2% -$2.11K 0.1% 155
2023
Q1 		$1.19M Buy
5,288
+1,010
+24% +$225K 0.1% 164
2022
Q4 		$991K Hold
4,278
– – 0.09% 173
2022
Q3 		$983K Buy
4,278
+77
+2% +$18.8K 0.09% 169
2022
Q2 		$979K Sell
4,201
-410
-9% -$99.8K 0.09% 173
2022
Q1 		$1.06M Sell
4,611
-484
-9% -$112K 0.08% 177
2021
Q4 		$1.28M Hold
5,095
– – 0.09% 161
2021
Q3 		$1.07M Buy
5,095
+36
+0.7% +$7.86K 0.08% 175
2021
Q2 		$1.18M Buy
5,059
+78
+2% +$18.3K 0.11% 144
2021
Q1 		$1.14M Sell
4,981
-75
-1% -$16.9K 0.11% 145
2020
Q4 		$1.11M Buy
5,056
+72
+1% +$14.2K 0.12% 141
2020
Q3 		$945K Sell
4,984
-20
-0.4% -$3.65K 0.12% 142
2020
Q2 		$875K Buy
5,004
+24
+0.5% +$4K 0.12% 148
2020
Q1 		$714K Buy
4,980
+802
+19% +$142K 0.12% 145
2019
Q4 		$793K Hold
4,178
– – 0.1% 155
2019
Q3 		$866K Buy
4,178
+15
+0.4% +$3.01K 0.12% 149
2019
Q2 		$820K Sell
4,163
-15
-0.4% -$2.93K 0.11% 151
2019
Q1 		$733K Buy
+4,178
New +$704K 0.1% 154

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lowe Brockenbrough & Co's STZ Position: Q4 2025 in Review

Lowe Brockenbrough & Co sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 3,486 shares — an estimated $469K sold.

Lowe Brockenbrough & Co first reported a position in STZ in Q1 2019 and held it in 27 quarters. The position peaked at $1.3M in Q2 2023. 1,044 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Lowe Brockenbrough & Co reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 3,486 Constellation Brands shares in Q4 2025, an estimated $469K.
  • Lowe Brockenbrough & Co first reported a position in Constellation Brands in Q1 2019 and held it in 27 quarters.
  • Lowe Brockenbrough & Co's Constellation Brands position peaked at $1.3M in Q2 2023.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Lowe Brockenbrough & Co's 13F filing for Q4 2025, filed 11 Feb 2026.