McCarter Private Wealth Services’s Constellation Brands STZ Stock Holding History

McCarter Private Wealth 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 Q4	–	Sell	-4,632	Closed	-$624K	–	158
2025 Q3	$624K	Buy	4,632 +40	+0.9%	+$6.36K	0.32%	64
2025 Q2	$747K	Buy	4,592 +1,583	+53%	+$284K	0.43%	52
2025 Q1	$552K	Sell	3,009 -3,992	-57%	-$725K	0.36%	56
2024 Q4	$1.55M	Buy	7,001 +219	+3%	+$52K	0.98%	29
2024 Q3	$1.75M	Buy	+6,782	New	+$1.68M	1.11%	27

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McCarter Private Wealth Services's STZ Position: Q4 2025 in Review

McCarter Private Wealth Services sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 4,632 shares — an estimated $624K sold.

McCarter Private Wealth Services first reported a position in STZ in Q3 2024 and held it in 5 quarters. The position peaked at $1.75M in Q3 2024. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

McCarter Private Wealth Services reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
McCarter Private Wealth Services sold 4,632 Constellation Brands shares in Q4 2025, an estimated $624K.
McCarter Private Wealth Services first reported a position in Constellation Brands in Q3 2024 and held it in 5 quarters.
McCarter Private Wealth Services's Constellation Brands position peaked at $1.75M in Q3 2024.
1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on McCarter Private Wealth Services's 13F filing for Q4 2025, filed 10 Feb 2026.