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TS Financial Group (TSFG)’s Constellation Brands STZ Stock Holding History

TS Financial Group (TSFG)’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
-6
Closed -$1K – 889
2025
Q3 		$1K Buy
+6
New +$954 ﹤0.01% 811
2025
Q2 		– Sell
-202
Closed -$37K – 875
2025
Q1 		$37K Sell
202
-50
-20% -$9.08K 0.01% 364
2024
Q4 		$56K Hold
252
– – 0.01% 275
2024
Q3 		$65K Sell
252
-50
-17% -$12.4K 0.01% 265
2024
Q2 		$78K Hold
302
– – 0.02% 229
2024
Q1 		$82K Sell
302
-350
-54% -$88.6K 0.02% 216
2023
Q4 		$158K Sell
652
-6
-0.9% -$1.43K 0.05% 158
2023
Q3 		$165K Hold
658
– – 0.06% 151
2023
Q2 		$162K Sell
658
-25
-4% -$5.85K 0.06% 148
2023
Q1 		$154K Buy
683
+75
+12% +$16.7K 0.06% 151
2022
Q4 		$141K Buy
608
+265
+77% +$63.4K 0.06% 160
2022
Q3 		$79K Hold
343
– – 0.04% 200
2022
Q2 		$80K Hold
343
– – 0.03% 210
2022
Q1 		$79K Hold
343
– – 0.03% 243
2021
Q4 		$86K Buy
343
+6
+2% +$1.37K 0.03% 243
2021
Q3 		$71K Hold
337
– – 0.03% 271
2021
Q2 		$79K Hold
337
– – 0.03% 252
2021
Q1 		$77K Sell
337
-20
-6% -$4.51K 0.04% 213
2020
Q4 		$78K Sell
357
-8
-2% -$1.57K 0.04% 202
2020
Q3 		$69K Buy
365
+37
+11% +$6.75K 0.04% 181
2020
Q2 		$57K Sell
328
-10
-3% -$1.67K 0.04% 211
2020
Q1 		$48K Buy
338
+9
+3% +$1.59K 0.04% 205
2019
Q4 		$62K Buy
329
+3
+0.9% +$567 0.05% 205
2019
Q3 		$68K Buy
326
+2
+0.6% +$402 0.05% 180
2019
Q2 		$64K Buy
324
+13
+4% +$2.54K 0.05% 191
2019
Q1 		$55K Buy
+311
New +$52.4K 0.05% 197

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

TS Financial Group (TSFG)'s STZ Position: Q4 2025 in Review

TS Financial Group (TSFG) sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 6 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in STZ in Q1 2019 and held it in 26 quarters. The position peaked at $165K in Q3 2023. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • TS Financial Group (TSFG) reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 6 Constellation Brands shares in Q4 2025, an estimated $1K.
  • TS Financial Group (TSFG) first reported a position in Constellation Brands in Q1 2019 and held it in 26 quarters.
  • TS Financial Group (TSFG)'s Constellation Brands position peaked at $165K in Q3 2023.
  • 1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2025, filed 4 Feb 2026.