Schear Investment Advisers’s Constellation Brands STZ Stock Holding History

Schear Investment Advisers’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 Q2	–	Sell	-2,175	Closed	-$399K	–	92
2025 Q1	$399K	Sell	2,175 -1,557	-42%	-$283K	0.23%	76
2024 Q4	$825K	Sell	3,732 -409	-10%	-$97.2K	0.44%	62
2024 Q3	$1.07M	Buy	4,141 +444	+12%	+$110K	0.66%	53
2024 Q2	$951K	Buy	3,697 +960	+35%	+$247K	0.69%	51
2024 Q1	$744K	Buy	2,737 +215	+9%	+$54.4K	0.6%	59
2023 Q4	$610K	Buy	2,522 +44	+2%	+$10.5K	0.59%	50
2023 Q3	$623K	Sell	2,478 -255	-9%	-$66.6K	0.67%	47
2023 Q2	$673K	Sell	2,733 -20	-0.7%	-$4.68K	0.71%	47
2023 Q1	$622K	Buy	2,753 +71	+3%	+$15.8K	0.74%	51
2022 Q4	$622K	Buy	+2,682	New	+$642K	0.77%	49

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

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

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

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

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

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

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

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

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

Schear Investment Advisers's STZ Position: Q2 2025 in Review

Schear Investment Advisers sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 2,175 shares — an estimated $399K sold.

Schear Investment Advisers first reported a position in STZ in Q4 2022 and held it in 10 quarters. The position peaked at $1.07M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Schear Investment Advisers reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Schear Investment Advisers sold 2,175 Constellation Brands shares in Q2 2025, an estimated $399K.
Schear Investment Advisers first reported a position in Constellation Brands in Q4 2022 and held it in 10 quarters.
Schear Investment Advisers's Constellation Brands position peaked at $1.07M in Q3 2024.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Schear Investment Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.