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Marco Investment Management’s Constellation Brands STZ Stock Holding History

Marco Investment 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
-5,946
Closed -$801K – 235
2025
Q3 		$801K Sell
5,946
-100
-2% -$15.9K 0.06% 124
2025
Q2 		$984K Hold
6,046
– – 0.08% 116
2025
Q1 		$1.11M Sell
6,046
-1,100
-15% -$200K 0.1% 114
2024
Q4 		$1.58M Hold
7,146
– – 0.14% 97
2024
Q3 		$1.84M Sell
7,146
-5
-0.1% -$1.24K 0.16% 89
2024
Q2 		$1.84M Hold
7,151
– – 0.17% 89
2024
Q1 		$1.94M Sell
7,151
-50
-0.7% -$12.7K 0.18% 89
2023
Q4 		$1.74M Hold
7,201
– – 0.18% 93
2023
Q3 		$1.81M Buy
7,201
+550
+8% +$144K 0.21% 86
2023
Q2 		$1.64M Buy
6,651
+225
+4% +$52.6K 0.18% 95
2023
Q1 		$1.45M Sell
6,426
-545
-8% -$121K 0.16% 99
2022
Q4 		$1.62M Hold
6,971
– – 0.19% 92
2022
Q3 		$1.6M Hold
6,971
– – 0.2% 90
2022
Q2 		$1.63M Buy
6,971
+316
+5% +$76.9K 0.19% 93
2022
Q1 		$1.53M Hold
6,655
– – 0.16% 103
2021
Q4 		$1.67M Buy
6,655
+53
+0.8% +$12.1K 0.16% 99
2021
Q3 		$1.39M Buy
6,602
+1,897
+40% +$414K 0.15% 108
2021
Q2 		$1.1M Hold
4,705
– – 0.13% 113
2021
Q1 		$1.07M Buy
4,705
+520
+12% +$117K 0.14% 107
2020
Q4 		$917K Hold
4,185
– – 0.13% 102
2020
Q3 		$793K Buy
4,185
+575
+16% +$105K 0.13% 100
2020
Q2 		$632K Buy
3,610
+475
+15% +$79.1K 0.12% 105
2020
Q1 		$449K Sell
3,135
-545
-15% -$96.2K 0.1% 113
2019
Q4 		$698K Buy
3,680
+595
+19% +$112K 0.11% 110
2019
Q3 		$639K Buy
3,085
+250
+9% +$50.2K 0.11% 107
2019
Q2 		$558K Buy
2,835
+125
+5% +$24.4K 0.1% 116
2019
Q1 		$475K Sell
2,710
-732
-21% -$123K 0.09% 127
2018
Q4 		$554K Sell
3,442
-249
-7% -$49.5K 0.11% 120
2018
Q3 		$796K Buy
3,691
+1,441
+64% +$306K 0.11% 117
2018
Q2 		$492K Sell
2,250
-15
-0.7% -$3.39K 0.08% 139
2018
Q1 		$516K Buy
+2,265
New +$499K 0.08% 138

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
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

Marco Investment Management's STZ Position: Q4 2025 in Review

Marco Investment Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 5,946 shares — an estimated $801K sold.

Marco Investment Management first reported a position in STZ in Q1 2018 and held it in 31 quarters. The position peaked at $1.94M in Q1 2024. 1,043 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Marco Investment Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Marco Investment Management sold 5,946 Constellation Brands shares in Q4 2025, an estimated $801K.
  • Marco Investment Management first reported a position in Constellation Brands in Q1 2018 and held it in 31 quarters.
  • Marco Investment Management's Constellation Brands position peaked at $1.94M in Q1 2024.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Marco Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.