River Road Asset Management’s Constellation Brands STZ Stock Holding History

River Road Asset 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 Q4	–	Sell	-57,547	Closed	-$7.75M	–	189
2025 Q3	$7.75M	Sell	57,547 -906	-2%	-$144K	0.09%	153
2025 Q2	$9.76M	Buy	58,453 +39,830	+214%	+$7.14M	0.12%	140
2025 Q1	$3.42M	Buy	+18,623	New	+$3.38M	0.05%	169
2020 Q2	–	Sell	-2,295	Closed	-$329K	–	163
2020 Q1	$329K	Buy	+2,295	New	+$405K	0.01%	154

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Road Asset Management's STZ Position: Q4 2025 in Review

River Road Asset Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 57,547 shares — an estimated $7.75M sold.

River Road Asset Management first reported a position in STZ in Q1 2020 and held it in 4 quarters. The position peaked at $9.76M in Q2 2025. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

River Road Asset Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
River Road Asset Management sold 57,547 Constellation Brands shares in Q4 2025, an estimated $7.75M.
River Road Asset Management first reported a position in Constellation Brands in Q1 2020 and held it in 4 quarters.
River Road Asset Management's Constellation Brands position peaked at $9.76M in Q2 2025.
1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on River Road Asset Management's 13F filing for Q4 2025, filed 24 Feb 2026.