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Shorepoint Capital Partners’s Constellation Brands STZ Stock Holding History

Shorepoint Capital 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
Q3 		$1.62M Buy
+12,044
New +$1.92M 0.32% 72
2025
Q1 		$1.66M Sell
9,023
-4,499
-33% -$817K 0.37% 70
2024
Q4 		$2.99M Buy
13,522
+902
+7% +$214K 0.68% 56
2024
Q3 		$3.25M Buy
12,620
+908
+8% +$225K 0.74% 52
2024
Q2 		$3.01M Buy
11,712
+463
+4% +$119K 0.71% 56
2024
Q1 		$3.06M Buy
11,249
+393
+4% +$99.4K 0.75% 53
2023
Q4 		$2.62M Buy
10,856
+3,101
+40% +$737K 0.7% 60
2023
Q3 		$1.95M Buy
7,755
+843
+12% +$220K 0.57% 64
2023
Q2 		$1.7M Buy
+6,912
New +$1.62M 0.48% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Shorepoint Capital Partners's STZ Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Constellation Brands (STZ) in Q3 2025: 12,044 shares worth $1.62M. The stake represents 0.32% of the portfolio and ranks #72 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in STZ as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in STZ in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.25M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Shorepoint Capital Partners held 12,044 shares of Constellation Brands worth $1.62M as of Q3 2025.
  • Constellation Brands was a new Shorepoint Capital Partners position in Q3 2025.
  • Constellation Brands made up 0.32% of Shorepoint Capital Partners's portfolio in Q3 2025, its #72 holding.
  • Shorepoint Capital Partners first reported a position in Constellation Brands in Q2 2023 and has held it in 9 quarters since.
  • Shorepoint Capital Partners's Constellation Brands position peaked at $3.25M in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.