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Optimize Financial’s Constellation Brands STZ Stock Holding History

Optimize Financial’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
-2,670
Closed -$434K – 424
2025
Q2 		$434K Sell
2,670
-18
-0.7% -$3.23K 0.27% 99
2025
Q1 		$493K Buy
2,688
+785
+41% +$143K 0.19% 87
2024
Q4 		$421K Buy
+1,903
New +$452K 0.32% 88

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
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

Optimize Financial's STZ Position: Q3 2025 in Review

Optimize Financial sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 2,670 shares — an estimated $434K sold.

Optimize Financial first reported a position in STZ in Q4 2024 and held it in 3 quarters. The position peaked at $493K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Optimize Financial reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 2,670 Constellation Brands shares in Q3 2025, an estimated $434K.
  • Optimize Financial first reported a position in Constellation Brands in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Constellation Brands position peaked at $493K in Q1 2025.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.