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Waterfront Wealth’s Constellation Brands STZ Stock Holding History

Waterfront Wealth’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
-5,144
Closed -$837K – 282
2025
Q2 		$837K Sell
5,144
-166
-3% -$29.8K 0.19% 152
2025
Q1 		$975K Sell
5,310
-18
-0.3% -$3.27K 0.24% 134
2024
Q4 		$1.18M Buy
5,328
+126
+2% +$29.9K 0.29% 109
2024
Q3 		$1.23M Buy
5,202
+107
+2% +$26.5K 0.3% 95
2024
Q2 		$1.31M Buy
5,095
+121
+2% +$31.1K 0.36% 82
2024
Q1 		$1.3M Buy
4,974
+221
+5% +$55.9K 0.36% 80
2023
Q4 		$1.15M Buy
4,753
+111
+2% +$26.4K 0.34% 85
2023
Q3 		$1.08M Buy
4,642
+172
+4% +$44.9K 0.35% 82
2023
Q2 		$1.21M Buy
4,470
+151
+3% +$35.3K 0.36% 81
2023
Q1 		$976K Buy
4,319
+205
+5% +$45.6K 0.32% 90
2022
Q4 		$941K Buy
4,114
+227
+6% +$54.3K 0.32% 93
2022
Q3 		$933K Buy
3,887
+579
+18% +$141K 0.36% 85
2022
Q2 		$771K Buy
3,308
+1,052
+47% +$256K 0.31% 91
2022
Q1 		$546K Buy
+2,256
New +$521K 0.19% 122

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

Waterfront Wealth's STZ Position: Q3 2025 in Review

Waterfront Wealth sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 5,144 shares — an estimated $837K sold.

Waterfront Wealth first reported a position in STZ in Q1 2022 and held it in 14 quarters. The position peaked at $1.31M in Q2 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Waterfront Wealth reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Waterfront Wealth sold 5,144 Constellation Brands shares in Q3 2025, an estimated $837K.
  • Waterfront Wealth first reported a position in Constellation Brands in Q1 2022 and held it in 14 quarters.
  • Waterfront Wealth's Constellation Brands position peaked at $1.31M in Q2 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Waterfront Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.