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Nicholas Hoffman & Company’s Constellation Brands STZ Stock Holding History

Nicholas Hoffman & Company’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
-1,539
Closed -$250K – 316
2025
Q2 		$250K Buy
1,539
+175
+13% +$31.4K 0.01% 277
2025
Q1 		$250K Buy
+1,364
New +$248K 0.01% 261
2016
Q4 		– Sell
-1,227
Closed -$204K – 157
2016
Q3 		$204K Buy
+1,227
New +$202K 0.11% 137

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Nicholas Hoffman & Company's STZ Position: Q3 2025 in Review

Nicholas Hoffman & Company sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,539 shares — an estimated $250K sold.

Nicholas Hoffman & Company first reported a position in STZ in Q3 2016 and held it in 3 quarters. The position peaked at $250K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Nicholas Hoffman & Company reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 1,539 Constellation Brands shares in Q3 2025, an estimated $250K.
  • Nicholas Hoffman & Company first reported a position in Constellation Brands in Q3 2016 and held it in 3 quarters.
  • Nicholas Hoffman & Company's Constellation Brands position peaked at $250K in Q1 2025.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Nicholas Hoffman & Company's 13F filing for Q3 2025, filed 12 Nov 2025.