Trifecta Capital Advisors’s Constellation Brands STZ Stock Holding History

Trifecta Capital Advisors’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	-10	Closed	-$1.35K	–	423
2025 Q3	$1.35K	Hold	10	–	–	﹤0.01%	385
2025 Q2	$1.63K	Hold	10	–	–	﹤0.01%	369
2025 Q1	$1.84K	Buy	10 +2	+25%	+$363	﹤0.01%	321
2024 Q4	$1.77K	Hold	8	–	–	﹤0.01%	317
2024 Q3	$2.06K	Hold	8	–	–	﹤0.01%	308
2024 Q2	$2.06K	Hold	8	–	–	﹤0.01%	309
2024 Q1	$2.17K	Hold	8	–	–	﹤0.01%	300
2023 Q4	$1.93K	Sell	8 -280	-97%	-$66.6K	﹤0.01%	334
2023 Q3	$72.4K	Buy	288 +30	+12%	+$7.83K	0.02%	117
2023 Q2	$63.5K	Hold	258	–	–	0.02%	128
2023 Q1	$58.3K	Buy	258 +250	+3,125%	+$55.6K	0.02%	135
2022 Q4	$1.85K	Buy	+8	New	+$1.92K	﹤0.01%	316

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trifecta Capital Advisors's STZ Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 10 shares — an estimated $1.35K sold.

Trifecta Capital Advisors first reported a position in STZ in Q4 2022 and held it in 12 quarters. The position peaked at $72.4K in Q3 2023. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Trifecta Capital Advisors reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 10 Constellation Brands shares in Q4 2025, an estimated $1.35K.
Trifecta Capital Advisors first reported a position in Constellation Brands in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Constellation Brands position peaked at $72.4K in Q3 2023.
1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.