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ORG Wealth Partners’s Constellation Brands STZ Stock Holding History

ORG Wealth 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 		– Sell
-866
Closed -$117K – 649
2025
Q3 		$117K Hold
866
– – 0.02% 262
2025
Q2 		$144K Buy
866
+287
+50% +$51.5K 0.03% 200
2025
Q1 		$107K Buy
+579
New +$105K 0.03% 245

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

ORG Wealth Partners's STZ Position: Q4 2025 in Review

ORG Wealth Partners sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 866 shares — an estimated $117K sold.

ORG Wealth Partners first reported a position in STZ in Q1 2025 and held it in 3 quarters. The position peaked at $144K in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • ORG Wealth Partners reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 866 Constellation Brands shares in Q4 2025, an estimated $117K.
  • ORG Wealth Partners first reported a position in Constellation Brands in Q1 2025 and held it in 3 quarters.
  • ORG Wealth Partners's Constellation Brands position peaked at $144K in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

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