Luther King Capital Management (LKCM)
STZ icon

Luther King Capital Management (LKCM)’s Constellation Brands STZ Stock Holding History

Luther King Capital Management (LKCM)’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
-1,511
Closed -$246K – 609
2025
Q2 		$246K Hold
1,511
– – ﹤0.01% 542
2025
Q1 		$277K Hold
1,511
– – ﹤0.01% 533
2024
Q4 		$334K Buy
1,511
+100
+7% +$23.8K ﹤0.01% 504
2024
Q3 		$364K Buy
1,411
+156
+12% +$38.7K ﹤0.01% 504
2024
Q2 		$323K Buy
1,255
+155
+14% +$39.9K ﹤0.01% 518
2024
Q1 		$299K Hold
1,100
– – ﹤0.01% 522
2023
Q4 		$266K Sell
1,100
-300
-21% -$71.3K ﹤0.01% 530
2023
Q3 		$352K Sell
1,400
-13
-0.9% -$3.39K ﹤0.01% 498
2023
Q2 		$348K Buy
1,413
+13
+0.9% +$3.04K ﹤0.01% 515
2023
Q1 		$316K Hold
1,400
– – ﹤0.01% 510
2022
Q4 		$324K Hold
1,400
– – ﹤0.01% 504
2022
Q3 		$322K Sell
1,400
-119
-8% -$29K ﹤0.01% 501
2022
Q2 		$354K Buy
1,519
+8
+0.5% +$1.95K ﹤0.01% 522
2022
Q1 		$348K Hold
1,511
– – ﹤0.01% 522
2021
Q4 		$379K Buy
1,511
+11
+0.7% +$2.51K ﹤0.01% 525
2021
Q3 		$316K Buy
1,500
+100
+7% +$21.8K ﹤0.01% 540
2021
Q2 		$327K Hold
1,400
– – ﹤0.01% 540
2021
Q1 		$319K Sell
1,400
-984
-41% -$222K ﹤0.01% 496
2020
Q4 		$522K Hold
2,384
– – ﹤0.01% 439
2020
Q3 		$452K Sell
2,384
-500
-17% -$91.2K ﹤0.01% 417
2020
Q2 		$505K Sell
2,884
-140
-5% -$23.3K ﹤0.01% 400
2020
Q1 		$434K Hold
3,024
– – ﹤0.01% 397
2019
Q4 		$574K Buy
3,024
+1,484
+96% +$280K ﹤0.01% 407
2019
Q3 		$319K Buy
+1,540
New +$309K ﹤0.01% 458

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Luther King Capital Management (LKCM)'s STZ Position: Q3 2025 in Review

Luther King Capital Management (LKCM) sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,511 shares — an estimated $246K sold.

Luther King Capital Management (LKCM) first reported a position in STZ in Q3 2019 and held it in 24 quarters. The position peaked at $574K in Q4 2019. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Luther King Capital Management (LKCM) reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 1,511 Constellation Brands shares in Q3 2025, an estimated $246K.
  • Luther King Capital Management (LKCM) first reported a position in Constellation Brands in Q3 2019 and held it in 24 quarters.
  • Luther King Capital Management (LKCM)'s Constellation Brands position peaked at $574K in Q4 2019.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2025, filed 7 Nov 2025.