Tacita Capital’s Constellation Brands STZ Stock Holding History

Tacita Capital’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	-145	Closed	-$19.5K	–	221
2025 Q3	$19.5K	Hold	145	–	–	0.01%	178
2025 Q2	$23.6K	Hold	145	–	–	0.02%	172
2025 Q1	$26.6K	Hold	145	–	–	0.02%	161
2024 Q4	$32K	Hold	145	–	–	0.02%	153
2024 Q3	$37.4K	Hold	145	–	–	0.02%	151
2024 Q2	$37.3K	Hold	145	–	–	0.03%	158
2024 Q1	$39.4K	Hold	145	–	–	0.03%	161
2023 Q4	$35.1K	Hold	145	–	–	0.03%	160
2023 Q3	$36.4K	Hold	145	–	–	0.03%	154
2023 Q2	$36K	Hold	145	–	–	0.03%	151
2023 Q1	$33K	Hold	145	–	–	0.02%	151
2022 Q4	$34K	Hold	145	–	–	0.03%	154
2022 Q3	$33K	Hold	145	–	–	0.03%	151
2022 Q2	$34K	Hold	145	–	–	0.02%	156
2022 Q1	$33K	Hold	145	–	–	0.02%	164
2021 Q4	$36K	Buy	+145	New	+$33K	0.02%	159

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tacita Capital's STZ Position: Q4 2025 in Review

Tacita Capital sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 145 shares — an estimated $19.5K sold.

Tacita Capital first reported a position in STZ in Q4 2021 and held it in 16 quarters. The position peaked at $39.4K in Q1 2024. 1,041 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Tacita Capital reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Tacita Capital sold 145 Constellation Brands shares in Q4 2025, an estimated $19.5K.
Tacita Capital first reported a position in Constellation Brands in Q4 2021 and held it in 16 quarters.
Tacita Capital's Constellation Brands position peaked at $39.4K in Q1 2024.
1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Tacita Capital's 13F filing for Q4 2025, filed 11 Feb 2026.