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Sit Investment Associates’s Constellation Brands STZ Stock Holding History

Sit Investment Associates’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
-32,468
Closed -$5.28M – 544
2025
Q2 		$5.28M Sell
32,468
-5,475
-14% -$982K 0.11% 194
2025
Q1 		$6.96M Buy
37,943
+617
+2% +$112K 0.16% 159
2024
Q4 		$8.25M Sell
37,326
-3,011
-7% -$715K 0.19% 150
2024
Q3 		$10.4M Buy
40,337
+308
+0.8% +$76.3K 0.23% 122
2024
Q2 		$10.3M Sell
40,029
-1,805
-4% -$464K 0.24% 125
2024
Q1 		$11.4M Sell
41,834
-470
-1% -$119K 0.26% 110
2023
Q4 		$10.2M Sell
42,304
-24,998
-37% -$5.94M 0.25% 119
2023
Q3 		$16.9M Buy
67,302
+430
+0.6% +$112K 0.46% 59
2023
Q2 		$16.5M Buy
66,872
+9,097
+16% +$2.13M 0.43% 64
2023
Q1 		$13.1M Sell
57,775
-14,591
-20% -$3.25M 0.35% 77
2022
Q4 		$16.8M Sell
72,366
-6,687
-8% -$1.6M 0.47% 52
2022
Q3 		$18.2M Buy
79,053
+2,080
+3% +$507K 0.54% 44
2022
Q2 		$17.9M Buy
76,973
+2,600
+3% +$633K 0.55% 46
2022
Q1 		$17.1M Buy
74,373
+31,655
+74% +$7.31M 0.46% 63
2021
Q4 		$10.7M Buy
42,718
+800
+2% +$182K 0.25% 125
2021
Q3 		$8.83M Buy
41,918
+2,580
+7% +$563K 0.23% 135
2021
Q2 		$9.2M Buy
39,338
+328
+0.8% +$77K 0.23% 137
2021
Q1 		$8.89M Buy
39,010
+515
+1% +$116K 0.23% 129
2020
Q4 		$8.43M Sell
38,495
-1,360
-3% -$267K 0.23% 130
2020
Q3 		$7.55M Buy
39,855
+575
+1% +$105K 0.22% 132
2020
Q2 		$6.87M Sell
39,280
-125
-0.3% -$20.8K 0.22% 137
2020
Q1 		$5.65M Buy
39,405
+230
+0.6% +$40.6K 0.21% 136
2019
Q4 		$7.43M Sell
39,175
-23,230
-37% -$4.39M 0.21% 142
2019
Q3 		$12.9M Sell
62,405
-2,500
-4% -$502K 0.4% 69
2019
Q2 		$12.8M Buy
64,905
+5,050
+8% +$986K 0.39% 73
2019
Q1 		$10.5M Buy
+59,855
New +$10.1M 0.33% 97

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

Sit Investment Associates's STZ Position: Q3 2025 in Review

Sit Investment Associates sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 32,468 shares — an estimated $5.28M sold.

Sit Investment Associates first reported a position in STZ in Q1 2019 and held it in 26 quarters. The position peaked at $18.2M in Q3 2022. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Sit Investment Associates reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Sit Investment Associates sold 32,468 Constellation Brands shares in Q3 2025, an estimated $5.28M.
  • Sit Investment Associates first reported a position in Constellation Brands in Q1 2019 and held it in 26 quarters.
  • Sit Investment Associates's Constellation Brands position peaked at $18.2M in Q3 2022.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Sit Investment Associates's 13F filing for Q3 2025, filed 13 Nov 2025.