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Triangle Securities Wealth Management’s Constellation Brands STZ Stock Holding History

Triangle Securities Wealth 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
Q3 		– Sell
-6,849
Closed -$1.11M – 206
2025
Q2 		$1.11M Sell
6,849
-261
-4% -$46.8K 0.27% 91
2025
Q1 		$1.3M Sell
7,110
-612
-8% -$111K 0.34% 80
2024
Q4 		$1.71M Sell
7,722
-129
-2% -$30.6K 0.44% 65
2024
Q3 		$2.02M Buy
7,851
+131
+2% +$32.5K 0.52% 57
2024
Q2 		$1.99M Sell
7,720
-54
-0.7% -$13.9K 0.56% 59
2024
Q1 		$2.11M Sell
7,774
-19
-0.2% -$4.81K 0.6% 53
2023
Q4 		$1.88M Buy
7,793
+36
+0.5% +$8.56K 0.59% 57
2023
Q3 		$1.95M Sell
7,757
-15
-0.2% -$3.92K 0.69% 42
2023
Q2 		$1.91M Sell
7,772
-231
-3% -$54.1K 0.66% 47
2023
Q1 		$1.81M Sell
8,003
-21
-0.3% -$4.67K 0.65% 50
2022
Q4 		$1.86M Sell
8,024
-47
-0.6% -$11.2K 0.68% 47
2022
Q3 		$1.85M Sell
8,071
-60
-0.7% -$14.6K 0.76% 41
2022
Q2 		$1.9M Buy
8,131
+1
+0% +$243 0.74% 45
2022
Q1 		$1.87M Sell
8,130
-109
-1% -$25.2K 0.63% 53
2021
Q4 		$2.07M Buy
8,239
+97
+1% +$22.1K 0.65% 45
2021
Q3 		$1.72M Buy
8,142
+141
+2% +$30.8K 0.58% 55
2021
Q2 		$1.87M Buy
8,001
+125
+2% +$29.3K 0.63% 54
2021
Q1 		$1.8M Buy
7,876
+355
+5% +$80K 0.65% 51
2020
Q4 		$1.65M Sell
7,521
-75
-1% -$14.7K 0.65% 52
2020
Q3 		$1.44M Sell
7,596
-65
-0.8% -$11.9K 0.65% 52
2020
Q2 		$1.34M Buy
7,661
+1,345
+21% +$224K 0.64% 53
2020
Q1 		$905K Buy
6,316
+506
+9% +$89.3K 0.52% 65
2019
Q4 		$1.1M Buy
5,810
+280
+5% +$52.9K 0.48% 61
2019
Q3 		$1.15M Buy
5,530
+40
+0.7% +$8.03K 0.56% 58
2019
Q2 		$1.1M Buy
5,490
+2,940
+115% +$574K 0.56% 58
2019
Q1 		$447K Buy
+2,550
New +$429K 0.23% 105

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

Triangle Securities Wealth Management's STZ Position: Q3 2025 in Review

Triangle Securities Wealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 6,849 shares — an estimated $1.11M sold.

Triangle Securities Wealth Management first reported a position in STZ in Q1 2019 and held it in 26 quarters. The position peaked at $2.11M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Triangle Securities Wealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 6,849 Constellation Brands shares in Q3 2025, an estimated $1.11M.
  • Triangle Securities Wealth Management first reported a position in Constellation Brands in Q1 2019 and held it in 26 quarters.
  • Triangle Securities Wealth Management's Constellation Brands position peaked at $2.11M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.