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TrueMark Investments’s Constellation Brands STZ Stock Holding History

TrueMark Investments’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
-29,802
Closed -$4.85M – 228
2025
Q2 		$4.85M Buy
+29,802
New +$5.35M 1.05% 37

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueMark Investments's STZ Position: Q3 2025 in Review

TrueMark Investments sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 29,802 shares — an estimated $4.85M sold.

TrueMark Investments first reported a position in STZ in Q2 2025 and held it in 1 quarter. The position peaked at $4.85M in Q2 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • TrueMark Investments reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • TrueMark Investments sold 29,802 Constellation Brands shares in Q3 2025, an estimated $4.85M.
  • TrueMark Investments first reported a position in Constellation Brands in Q2 2025 and held it in 1 quarter.
  • TrueMark Investments's Constellation Brands position peaked at $4.85M in Q2 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on TrueMark Investments's 13F filing for Q3 2025, filed 30 Oct 2025.