NewSquare Capital’s Constellation Brands STZ Stock Holding History

NewSquare Capital’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	-73	Closed	-$11.9K	–	1114
2025 Q2	$11.9K	Buy	73 +11	+18%	+$1.97K	﹤0.01%	610
2025 Q1	$11.4K	Buy	62 +51	+464%	+$9.27K	﹤0.01%	513
2024 Q4	$2.43K	Buy	+11	New	+$2.61K	﹤0.01%	503
2024 Q1	–	Sell	-17	Closed	-$4.11K	–	525
2023 Q4	$4.11K	Sell	17 -32	-65%	-$7.61K	﹤0.01%	330
2023 Q3	$12.3K	Sell	49 -4	-8%	-$1.04K	﹤0.01%	291
2023 Q2	$13K	Hold	53	–	–	﹤0.01%	313
2023 Q1	$12K	Buy	53 +7	+15%	+$1.56K	﹤0.01%	332
2022 Q4	$10.7K	Buy	46 +41	+820%	+$9.81K	﹤0.01%	283
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	414
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	361
2022 Q1	$1K	Buy	+5	New	+$1.16K	﹤0.01%	370
2018 Q2	–	Sell	-13	Closed	-$3K	–	351
2018 Q1	$3K	Buy	+13	New	+$2.86K	﹤0.01%	301
2016 Q4	–	Sell	-50	Closed	-$8K	–	451
2016 Q3	$8K	Buy	+50	New	+$8.24K	﹤0.01%	274

Other funds holding STZ

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 New York $5.7T 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 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