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Oak Harvest Investment Services’s Constellation Brands STZ Stock Holding History

Oak Harvest Investment 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 		– Sell
-7,510
Closed -$1.01M – 185
2025
Q3 		$1.01M Sell
7,510
-717
-9% -$114K 0.12% 111
2025
Q2 		$1.34M Sell
8,227
-477
-5% -$85.6K 0.17% 102
2025
Q1 		$1.6M Sell
8,704
-979
-10% -$178K 0.22% 89
2024
Q4 		$2.14M Sell
9,683
-2,020
-17% -$480K 0.3% 81
2024
Q3 		$3.02M Sell
11,703
-1,913
-14% -$474K 0.43% 66
2024
Q2 		$3.5M Sell
13,616
-1,820
-12% -$468K 0.54% 54
2024
Q1 		$4.19M Sell
15,436
-2,525
-14% -$639K 0.68% 48
2023
Q4 		$4.34M Sell
17,961
-3,280
-15% -$780K 0.87% 41
2023
Q3 		$5.34M Sell
21,241
-3,577
-14% -$934K 1.13% 38
2023
Q2 		$6.11M Sell
24,818
-4,797
-16% -$1.12M 1.37% 27
2023
Q1 		$6.69M Buy
29,615
+1,557
+6% +$346K 1.54% 17
2022
Q4 		$6.5M Sell
28,058
-797
-3% -$191K 1.69% 17
2022
Q3 		$6.63M Buy
28,855
+942
+3% +$230K 1.77% 15
2022
Q2 		$6.5M Buy
27,913
+1,149
+4% +$280K 1.75% 18
2022
Q1 		$6.16M Sell
26,764
-871
-3% -$201K 1.53% 25
2021
Q4 		$6.94M Buy
27,635
+1,388
+5% +$316K 1.72% 18
2021
Q3 		$5.53M Buy
26,247
+3,714
+16% +$811K 1.61% 20
2021
Q2 		$5.27M Buy
22,533
+1,724
+8% +$405K 1.74% 18
2021
Q1 		$4.75M Buy
20,809
+1,689
+9% +$381K 1.82% 15
2020
Q4 		$4.19M Buy
+19,120
New +$3.76M 1.8% 18

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Oak Harvest Investment Services's STZ Position: Q4 2025 in Review

Oak Harvest Investment Services sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 7,510 shares — an estimated $1.01M sold.

Oak Harvest Investment Services first reported a position in STZ in Q4 2020 and held it in 20 quarters. The position peaked at $6.94M in Q4 2021. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Oak Harvest Investment Services reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 7,510 Constellation Brands shares in Q4 2025, an estimated $1.01M.
  • Oak Harvest Investment Services first reported a position in Constellation Brands in Q4 2020 and held it in 20 quarters.
  • Oak Harvest Investment Services's Constellation Brands position peaked at $6.94M in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Oak Harvest Investment Services's 13F filing for Q4 2025, filed 27 Jan 2026.