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Oder Investment Management’s Constellation Brands STZ Stock Holding History

Oder Investment 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
Q2 		– Sell
-1,484
Closed -$272K – 98
2025
Q1 		$272K Buy
1,484
+241
+19% +$43.8K 0.23% 84
2024
Q4 		$275K Sell
1,243
-2,025
-62% -$481K 0.23% 81
2024
Q3 		$842K Buy
3,268
+222
+7% +$55K 0.72% 46
2024
Q2 		$784K Buy
+3,046
New +$783K 0.71% 48
2021
Q1 		– Sell
-208
Closed -$46K – 435
2020
Q4 		$46K Buy
+208
New +$40.9K 0.05% 176

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Oder Investment Management's STZ Position: Q2 2025 in Review

Oder Investment Management sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,484 shares — an estimated $272K sold.

Oder Investment Management first reported a position in STZ in Q4 2020 and held it in 5 quarters. The position peaked at $842K in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Oder Investment Management reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Oder Investment Management sold 1,484 Constellation Brands shares in Q2 2025, an estimated $272K.
  • Oder Investment Management first reported a position in Constellation Brands in Q4 2020 and held it in 5 quarters.
  • Oder Investment Management's Constellation Brands position peaked at $842K in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Oder Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.