Tortoise Investment Management’s Constellation Brands STZ Stock Holding History

Tortoise Investment Management’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	-2	Closed	-$269	–	1287
2025 Q3	$269	Sell	2 -4	-67%	-$636	﹤0.01%	1273
2025 Q2	$976	Buy	+6	New	+$1.08K	﹤0.01%	977
2024 Q3	–	Sell	-10	Closed	-$2.57K	–	920
2024 Q2	$2.57K	Hold	10	–	–	﹤0.01%	750
2024 Q1	$2.72K	Buy	10 +1	+11%	+$253	﹤0.01%	739
2023 Q4	$2.18K	Hold	9	–	–	﹤0.01%	699
2023 Q3	$2.26K	Hold	9	–	–	﹤0.01%	685
2023 Q2	$2.21K	Hold	9	–	–	﹤0.01%	690
2023 Q1	$2.03K	Hold	9	–	–	﹤0.01%	691
2022 Q4	$2.09K	Hold	9	–	–	﹤0.01%	692
2022 Q3	$2K	Sell	9 -9	-50%	-$2.19K	﹤0.01%	703
2022 Q2	$4K	Buy	+18	New	+$4.38K	﹤0.01%	625
2017 Q4	–	Sell	-18	Closed	-$4K	–	569
2017 Q3	$4K	Hold	18	–	–	﹤0.01%	425
2017 Q2	$3K	Buy	+18	New	+$3.2K	﹤0.01%	441

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

Tortoise Investment Management's STZ Position: Q4 2025 in Review

Tortoise Investment Management sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 2 shares — an estimated $269 sold.

Tortoise Investment Management first reported a position in STZ in Q2 2017 and held it in 13 quarters. The position peaked at $4K in Q2 2022. 1,041 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Tortoise Investment Management reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2 Constellation Brands shares in Q4 2025, an estimated $269.
Tortoise Investment Management first reported a position in Constellation Brands in Q2 2017 and held it in 13 quarters.
Tortoise Investment Management's Constellation Brands position peaked at $4K in Q2 2022.
1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.