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Waterway Wealth Management’s Constellation Brands STZ Stock Holding History

Waterway Wealth 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
Q3 		– Sell
-5,035
Closed -$819K – 88
2025
Q2 		$819K Buy
+5,035
New +$903K 0.25% 41

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 $3.38T AUM 44.17% 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

Waterway Wealth Management's STZ Position: Q3 2025 in Review

Waterway Wealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 5,035 shares — an estimated $819K sold.

Waterway Wealth Management first reported a position in STZ in Q2 2025 and held it in 1 quarter. The position peaked at $819K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Waterway Wealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 5,035 Constellation Brands shares in Q3 2025, an estimated $819K.
  • Waterway Wealth Management first reported a position in Constellation Brands in Q2 2025 and held it in 1 quarter.
  • Waterway Wealth Management's Constellation Brands position peaked at $819K in Q2 2025.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

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