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ORG Partners’s Constellation Brands STZ Stock Holding History

ORG Partners’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 		$12.7K Buy
92
+84
+1,050% +$11.5K ﹤0.01% 924
2025
Q3 		$1.08K Sell
8
-7
-47% -$1.11K ﹤0.01% 1389
2025
Q2 		$2.49K Buy
15
+12
+400% +$2.15K ﹤0.01% 1187
2025
Q1 		$554 Sell
3
-300
-99% -$54.5K ﹤0.01% 1263
2024
Q4 		$67K Hold
303
– – 0.01% 504
2024
Q3 		$78.1K Hold
303
– – 0.01% 435
2024
Q2 		$77.7K Buy
+303
New +$77.9K 0.01% 682
2024
Q1 		– Sell
-653
Closed -$158K – 1035
2023
Q4 		$158K Buy
653
+350
+116% +$83.2K 0.03% 327
2023
Q3 		$76.2K Hold
303
– – 0.02% 453
2023
Q2 		$75K Buy
+303
New +$70.9K 0.01% 585

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

ORG Partners's STZ Position: Q4 2025 in Review

ORG Partners increased its Constellation Brands (STZ) stake by 1,050% in Q4 2025, buying an estimated $11.5K and bringing the position to 92 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

ORG Partners first reported a position in STZ in Q2 2023 and has held it in 10 quarters since. The position peaked at $158K in Q4 2023. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • ORG Partners held 92 shares of Constellation Brands worth $12.7K as of Q4 2025.
  • ORG Partners bought 84 Constellation Brands shares in Q4 2025, an estimated $11.5K.
  • Constellation Brands made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #924 holding.
  • ORG Partners first reported a position in Constellation Brands in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Constellation Brands position peaked at $158K in Q4 2023.
  • 1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.