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McDonald Partners’s Constellation Brands STZ Stock Holding History

McDonald Partners’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
-1,683
Closed -$227K – 234
2025
Q3 		$227K Sell
1,683
-4,661
-73% -$741K 0.07% 214
2025
Q2 		$1.04M Sell
6,344
-521
-8% -$93.5K 0.25% 112
2025
Q1 		$1.27M Buy
6,865
+730
+12% +$133K 0.33% 94
2024
Q4 		$1.36M Buy
6,135
+423
+7% +$101K 0.35% 89
2024
Q3 		$1.47M Buy
5,712
+275
+5% +$68.2K 0.37% 83
2024
Q2 		$1.4M Sell
5,437
-29
-0.5% -$7.46K 0.37% 79
2024
Q1 		$1.49M Buy
5,466
+16
+0.3% +$4.05K 0.41% 74
2023
Q4 		$1.32M Buy
5,450
+107
+2% +$25.4K 0.39% 77
2023
Q3 		$1.34M Sell
5,343
-431
-7% -$113K 0.44% 70
2023
Q2 		$1.42M Buy
5,774
+17
+0.3% +$3.98K 0.43% 70
2023
Q1 		$1.3M Sell
5,757
-164
-3% -$36.5K 0.42% 73
2022
Q4 		$1.37M Sell
5,921
-60
-1% -$14.4K 0.47% 67
2022
Q3 		$1.37M Buy
5,981
+31
+0.5% +$7.55K 0.52% 54
2022
Q2 		$1.39M Sell
5,950
-87
-1% -$21.2K 0.35% 83
2022
Q1 		$1.39M Buy
+6,037
New +$1.39M 0.3% 101
2021
Q4 		– Sell
-5,547
Closed -$1.17M – 705
2021
Q3 		$1.17M Buy
5,547
+722
+15% +$158K 0.27% 108
2021
Q2 		$1.13M Buy
4,825
+55
+1% +$12.9K 0.27% 110
2021
Q1 		$1.09M Buy
4,770
+1,042
+28% +$235K 0.28% 102
2020
Q4 		$817K Buy
+3,728
New +$733K 0.23% 117

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McDonald Partners's STZ Position: Q4 2025 in Review

McDonald Partners sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 1,683 shares — an estimated $227K sold.

McDonald Partners first reported a position in STZ in Q4 2020 and held it in 19 quarters. The position peaked at $1.49M in Q1 2024. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • McDonald Partners reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • McDonald Partners sold 1,683 Constellation Brands shares in Q4 2025, an estimated $227K.
  • McDonald Partners first reported a position in Constellation Brands in Q4 2020 and held it in 19 quarters.
  • McDonald Partners's Constellation Brands position peaked at $1.49M in Q1 2024.
  • 1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on McDonald Partners's 13F filing for Q4 2025, filed 2 Feb 2026.