MFG
STZ icon

MidWestOne Financial Group’s Constellation Brands STZ Stock Holding History

MidWestOne Financial Group’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 		$234K Hold
1,693
– – 0.03% 282
2025
Q3 		$228K Hold
1,693
– – 0.03% 285
2025
Q2 		$275K Sell
1,693
-15,309
-90% -$2.75M 0.04% 256
2025
Q1 		$3.12M Buy
17,002
+3,447
+25% +$626K 0.44% 47
2024
Q4 		$3M Buy
13,555
+3,524
+35% +$837K 0.42% 51
2024
Q3 		$2.58M Buy
10,031
+3,281
+49% +$813K 0.36% 58
2024
Q2 		$1.74M Buy
6,750
+214
+3% +$55K 0.31% 82
2024
Q1 		$1.78M Buy
6,536
+401
+7% +$101K 0.32% 87
2023
Q4 		$1.48M Buy
6,135
+83
+1% +$19.7K 0.28% 90
2023
Q3 		$1.52M Sell
6,052
-175
-3% -$45.7K 0.34% 73
2023
Q2 		$1.53M Buy
6,227
+931
+18% +$218K 0.33% 75
2023
Q1 		$1.2M Buy
5,296
+1,180
+29% +$263K 0.27% 94
2022
Q4 		$954K Sell
4,116
-15
-0.4% -$3.59K 0.21% 106
2022
Q3 		$949K Buy
4,131
+19
+0.5% +$4.63K 0.24% 102
2022
Q2 		$958K Sell
4,112
-75
-2% -$18.3K 0.24% 97
2022
Q1 		$964K Sell
4,187
-690
-14% -$159K 0.21% 120
2021
Q4 		$1.22M Buy
4,877
+216
+5% +$49.2K 0.26% 96
2021
Q3 		$982K Buy
4,661
+14
+0.3% +$3.06K 0.23% 106
2021
Q2 		$1.09M Sell
4,647
-14
-0.3% -$3.29K 0.26% 98
2021
Q1 		$1.06M Sell
4,661
-294
-6% -$66.3K 0.26% 91
2020
Q4 		$1.09M Buy
4,955
+319
+7% +$62.7K 0.3% 81
2020
Q3 		$878K Buy
4,636
+2,817
+155% +$514K 0.29% 92
2020
Q2 		$318K Sell
1,819
-6,686
-79% -$1.11M 0.13% 108
2020
Q1 		$1.22M Buy
8,505
+457
+6% +$80.6K 0.45% 51
2019
Q4 		$1.53M Buy
8,048
+619
+8% +$117K 0.32% 54
2019
Q3 		$1.54M Sell
7,429
-1,076
-13% -$216K 0.48% 39
2019
Q2 		$1.68M Buy
+8,505
New +$1.66M 0.46% 39

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

MidWestOne Financial Group's STZ Position: Q4 2025 in Review

MidWestOne Financial Group held its Constellation Brands (STZ) position steady in Q4 2025 at 1,693 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #282.

MidWestOne Financial Group first reported a position in STZ in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.12M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • MidWestOne Financial Group held 1,693 shares of Constellation Brands worth $234K as of Q4 2025.
  • MidWestOne Financial Group left its Constellation Brands share count unchanged in Q4 2025.
  • Constellation Brands made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #282 holding.
  • MidWestOne Financial Group first reported a position in Constellation Brands in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's Constellation Brands position peaked at $3.12M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.