TwinBeech Capital’s Constellation Brands STZ Stock Holding History

TwinBeech Capital’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	-2,653	Closed	-$357K	–	840
2025 Q3	$357K	Sell	2,653 -24,279	-90%	-$3.86M	0.01%	437
2025 Q2	$4.38M	Buy	+26,932	New	+$4.83M	0.1%	220
2025 Q1	–	Sell	-4,320	Closed	-$955K	–	960
2024 Q4	$955K	Buy	+4,320	New	+$1.03M	0.02%	386
2024 Q1	–	Sell	-266,566	Closed	-$64.4M	–	836
2023 Q4	$64.4M	Buy	+266,566	New	+$63.4M	1.04%	11
2023 Q2	–	Sell	-30,031	Closed	-$6.78M	–	847
2023 Q1	$6.78M	Sell	30,031 -162,365	-84%	-$36.1M	0.14%	198
2022 Q4	$44.6M	Buy	+192,396	New	+$46M	0.85%	22
2021 Q4	–	Sell	-25,068	Closed	-$5.28M	–	800
2021 Q3	$5.28M	Buy	+25,068	New	+$5.47M	0.37%	66
2021 Q2	–	Sell	-9,860	Closed	-$2.25M	–	642
2021 Q1	$2.25M	Buy	+9,860	New	+$2.22M	0.33%	94
2020 Q4	–	Sell	-3,615	Closed	-$685K	–	602
2020 Q3	$685K	Buy	+3,615	New	+$659K	0.15%	209
2020 Q1	–	Sell	-21,612	Closed	-$4.1M	–	460
2019 Q4	$4.1M	Buy	+21,612	New	+$4.08M	1.19%	5

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

TwinBeech Capital's STZ Position: Q4 2025 in Review

TwinBeech Capital sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 2,653 shares — an estimated $357K sold.

TwinBeech Capital first reported a position in STZ in Q4 2019 and held it in 10 quarters. The position peaked at $64.4M in Q4 2023. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

TwinBeech Capital reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 2,653 Constellation Brands shares in Q4 2025, an estimated $357K.
TwinBeech Capital first reported a position in Constellation Brands in Q4 2019 and held it in 10 quarters.
TwinBeech Capital's Constellation Brands position peaked at $64.4M in Q4 2023.
1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.