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Richards, Merrill & Peterson’s Constellation Brands STZ Stock Holding History

Richards, Merrill & Peterson’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
-1,365
Closed -$222K – 216
2025
Q2 		$222K Sell
1,365
-75
-5% -$13.5K 0.11% 148
2025
Q1 		$264K Sell
1,440
-441
-23% -$80.1K 0.14% 130
2024
Q4 		$416K Buy
+1,881
New +$447K 0.22% 103

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

Richards, Merrill & Peterson's STZ Position: Q3 2025 in Review

Richards, Merrill & Peterson sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,365 shares — an estimated $222K sold.

Richards, Merrill & Peterson first reported a position in STZ in Q4 2024 and held it in 3 quarters. The position peaked at $416K in Q4 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Richards, Merrill & Peterson reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,365 Constellation Brands shares in Q3 2025, an estimated $222K.
  • Richards, Merrill & Peterson first reported a position in Constellation Brands in Q4 2024 and held it in 3 quarters.
  • Richards, Merrill & Peterson's Constellation Brands position peaked at $416K in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2025, filed 16 Oct 2025.