Tucker Asset Management’s Constellation Brands STZ Stock Holding History

Tucker Asset 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 Q4	$11.6K	Buy	+84	New	+$11.5K	﹤0.01%	549
2025 Q1	–	Sell	-16	Closed	-$3.54K	–	850
2024 Q4	$3.54K	Buy	16 +3	+23%	+$713	﹤0.01%	1080
2024 Q3	$3.35K	Hold	13	–	–	﹤0.01%	1038
2024 Q2	$3.35K	Buy	13 +9	+225%	+$2.31K	﹤0.01%	1185
2024 Q1	$1.09K	Buy	+4	New	+$1.01K	﹤0.01%	1429
2023 Q2	–	Sell	-4	Closed	-$904	–	1283
2023 Q1	$904	Buy	+4	New	+$890	﹤0.01%	1000
2021 Q1	–	Sell	-76	Closed	-$16.6K	–	387
2020 Q4	$16.6K	Buy	+76	New	+$14.9K	0.01%	156

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

Tucker Asset Management's STZ Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Constellation Brands (STZ) in Q4 2025: 84 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in STZ as recently as Q4 2024.

Tucker Asset Management first reported a position in STZ in Q4 2020 and has held it in 7 quarters since. The position peaked at $16.6K in Q4 2020. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Tucker Asset Management held 84 shares of Constellation Brands worth $11.6K as of Q4 2025.
Constellation Brands was a new Tucker Asset Management position in Q4 2025.
Constellation Brands made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #549 holding.
Tucker Asset Management first reported a position in Constellation Brands in Q4 2020 and has held it in 7 quarters since.
Tucker Asset Management's Constellation Brands position peaked at $16.6K in Q4 2020.
1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.