MFS
STZ icon

Mattson Financial Services’s Constellation Brands STZ Stock Holding History

Mattson Financial Services’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
-4,702
Closed -$765K – 206
2025
Q2 		$765K Buy
4,702
+35
+0.7% +$6.28K 0.21% 123
2025
Q1 		$857K Buy
4,667
+1,205
+35% +$219K 0.26% 116
2024
Q4 		$892K Sell
3,462
-1,182
-25% -$281K 0.28% 114
2024
Q3 		$1.19M Sell
4,644
-33
-0.7% -$8.18K 0.43% 87
2024
Q2 		$1.2M Buy
+4,677
New +$1.2M 0.43% 86

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

Mattson Financial Services's STZ Position: Q3 2025 in Review

Mattson Financial Services sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 4,702 shares — an estimated $765K sold.

Mattson Financial Services first reported a position in STZ in Q2 2024 and held it in 5 quarters. The position peaked at $1.2M in Q2 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Mattson Financial Services reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Mattson Financial Services sold 4,702 Constellation Brands shares in Q3 2025, an estimated $765K.
  • Mattson Financial Services first reported a position in Constellation Brands in Q2 2024 and held it in 5 quarters.
  • Mattson Financial Services's Constellation Brands position peaked at $1.2M in Q2 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Mattson Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.