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Meridian Investment Counsel’s Constellation Brands STZ Stock Holding History

Meridian Investment Counsel’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
-2,640
Closed -$429K – 237
2025
Q2 		$429K Buy
2,640
+165
+7% +$29.6K 0.12% 155
2025
Q1 		$454K Sell
2,475
-250
-9% -$45.4K 0.13% 147
2024
Q4 		$602K Hold
2,725
– – 0.18% 123
2024
Q3 		$702K Sell
2,725
-385
-12% -$95.4K 0.21% 113
2024
Q2 		$800K Buy
3,110
+50
+2% +$12.9K 0.25% 97
2024
Q1 		$832K Sell
3,060
-100
-3% -$25.3K 0.28% 90
2023
Q4 		$764K Sell
3,160
-40
-1% -$9.51K 0.26% 91
2023
Q3 		$804K Sell
3,200
-310
-9% -$80.9K 0.3% 87
2023
Q2 		$864K Hold
3,510
– – 0.31% 84
2023
Q1 		$793K Sell
3,510
-65
-2% -$14.5K 0.3% 87
2022
Q4 		$829K Sell
3,575
-100
-3% -$23.9K 0.33% 86
2022
Q3 		$844K Buy
3,675
+110
+3% +$26.8K 0.38% 77
2022
Q2 		$831K Buy
3,565
+145
+4% +$35.3K 0.34% 81
2022
Q1 		$788K Hold
3,420
– – 0.27% 96
2021
Q4 		$858K Buy
3,420
+55
+2% +$12.5K 0.29% 94
2021
Q3 		$709K Buy
3,365
+25
+0.7% +$5.46K 0.26% 97
2021
Q2 		$781K Buy
3,340
+50
+2% +$11.7K 0.28% 94
2021
Q1 		$750K Hold
3,290
– – 0.29% 89
2020
Q4 		$721K Hold
3,290
– – 0.3% 85
2020
Q3 		$623K Buy
+3,290
New +$600K 0.3% 81

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Meridian Investment Counsel's STZ Position: Q3 2025 in Review

Meridian Investment Counsel sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 2,640 shares — an estimated $429K sold.

Meridian Investment Counsel first reported a position in STZ in Q3 2020 and held it in 20 quarters. The position peaked at $864K in Q2 2023. 1,041 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Meridian Investment Counsel reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Meridian Investment Counsel sold 2,640 Constellation Brands shares in Q3 2025, an estimated $429K.
  • Meridian Investment Counsel first reported a position in Constellation Brands in Q3 2020 and held it in 20 quarters.
  • Meridian Investment Counsel's Constellation Brands position peaked at $864K in Q2 2023.
  • 1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Meridian Investment Counsel's 13F filing for Q3 2025, filed 23 Oct 2025.