TWD
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True Wealth Design’s Constellation Brands STZ Stock Holding History

True Wealth Design’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
-1
Closed -$135 – 2802
2025
Q3 		$135 Sell
1
-9
-90% -$1.43K ﹤0.01% 2394
2025
Q2 		$1.63K Sell
10
-4
-29% -$717 ﹤0.01% 1261
2025
Q1 		$2.57K Buy
14
+2
+17% +$363 ﹤0.01% 921
2024
Q4 		$2.65K Buy
+12
New +$2.85K ﹤0.01% 670
2024
Q3 		– Sell
-78
Closed -$20.1K – 1313
2024
Q2 		$20.1K Hold
78
– – 0.01% 211
2024
Q1 		$21.2K Hold
78
– – 0.01% 210
2023
Q4 		$18.9K Buy
+78
New +$18.6K 0.01% 204

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

True Wealth Design's STZ Position: Q4 2025 in Review

True Wealth Design sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 1 share — an estimated $135 sold.

True Wealth Design first reported a position in STZ in Q4 2023 and held it in 7 quarters. The position peaked at $21.2K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • True Wealth Design reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Constellation Brands share in Q4 2025, an estimated $135.
  • True Wealth Design first reported a position in Constellation Brands in Q4 2023 and held it in 7 quarters.
  • True Wealth Design's Constellation Brands position peaked at $21.2K in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.