Nicolet Advisory Services’s Constellation Brands STZ Stock Holding History

Nicolet Advisory Services’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	$254K	Buy	+1,673	New	+$230K	0.02%	360

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nicolet Advisory Services's STZ Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in Constellation Brands (STZ) in Q4 2025: 1,673 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings.

1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Nicolet Advisory Services held 1,673 shares of Constellation Brands worth $254K as of Q4 2025.
Constellation Brands was a new Nicolet Advisory Services position in Q4 2025.
Constellation Brands made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #360 holding.
1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.