NWM
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Northcape Wealth Management’s Constellation Brands STZ Stock Holding History

Northcape Wealth Management’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 		– Sell
-13,442
Closed -$1.81M – 146
2025
Q3 		$1.81M Buy
13,442
+801
+6% +$127K 0.53% 60
2025
Q2 		$2.06M Sell
12,641
-79
-0.6% -$14.2K 0.63% 53
2025
Q1 		$2.33M Buy
12,720
+2,762
+28% +$502K 0.75% 42
2024
Q4 		$2.2M Buy
9,958
+37
+0.4% +$8.79K 0.71% 45
2024
Q3 		$2.56M Buy
9,921
+123
+1% +$30.5K 0.84% 42
2024
Q2 		$2.52M Sell
9,798
-60
-0.6% -$15.4K 0.91% 39
2024
Q1 		$2.68M Sell
9,858
-98
-1% -$24.8K 0.98% 38
2023
Q4 		$2.41M Sell
9,956
-389
-4% -$92.5K 0.87% 42
2023
Q3 		$2.6M Sell
10,345
-180
-2% -$47K 1% 32
2023
Q2 		$2.59M Buy
10,525
+87
+0.8% +$20.4K 0.93% 39
2023
Q1 		$2.36M Buy
10,438
+1,953
+23% +$435K 0.85% 39
2022
Q4 		$1.97M Sell
8,485
-2,725
-24% -$652K 1.1% 40
2022
Q3 		$2.58M Sell
11,210
-494
-4% -$120K 0.92% 38
2022
Q2 		$2.73M Sell
11,704
-1,077
-8% -$262K 1.04% 31
2022
Q1 		$2.94M Buy
12,781
+1,029
+9% +$238K 0.86% 37
2021
Q4 		$2.95M Buy
+11,752
New +$2.68M 0.99% 32

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

Northcape Wealth Management's STZ Position: Q4 2025 in Review

Northcape Wealth Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 13,442 shares — an estimated $1.81M sold.

Northcape Wealth Management first reported a position in STZ in Q4 2021 and held it in 16 quarters. The position peaked at $2.95M in Q4 2021. 1,042 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Northcape Wealth Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Northcape Wealth Management sold 13,442 Constellation Brands shares in Q4 2025, an estimated $1.81M.
  • Northcape Wealth Management first reported a position in Constellation Brands in Q4 2021 and held it in 16 quarters.
  • Northcape Wealth Management's Constellation Brands position peaked at $2.95M in Q4 2021.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Northcape Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.