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Stephens Consulting’s Constellation Brands STZ Stock Holding History

Stephens Consulting’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 		$828 Buy
+6
New +$823 ﹤0.01% 409
2025
Q3 		– Sell
-1
Closed -$163 – 1065
2025
Q2 		$163 Buy
+1
New +$179 ﹤0.01% 1048

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

Stephens Consulting's STZ Position: Q4 2025 in Review

Stephens Consulting opened a new position in Constellation Brands (STZ) in Q4 2025: 6 shares worth $828. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in STZ as recently as Q2 2025.

Stephens Consulting first reported a position in STZ in Q2 2025 and has held it in 2 quarters since. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Stephens Consulting held 6 shares of Constellation Brands worth $828 as of Q4 2025.
  • Constellation Brands was a new Stephens Consulting position in Q4 2025.
  • Constellation Brands made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #409 holding.
  • Stephens Consulting first reported a position in Constellation Brands in Q2 2025 and has held it in 2 quarters since.
  • 1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.