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WBI Investments’s Constellation Brands STZ Stock Holding History

WBI Investments’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
-4,257
Closed -$693K – 368
2025
Q2 		$693K Buy
+4,257
New +$764K 0.18% 166
2016
Q4 		– Sell
-3,888
Closed -$647K – 389
2016
Q3 		$647K Buy
+3,888
New +$641K 0.02% 233
2016
Q1 		– Sell
-8,439
Closed -$1.2M – 222
2015
Q4 		$1.2M Buy
+8,439
New +$1.16M 0.03% 172

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

WBI Investments's STZ Position: Q3 2025 in Review

WBI Investments sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 4,257 shares — an estimated $693K sold.

WBI Investments first reported a position in STZ in Q4 2015 and held it in 3 quarters. The position peaked at $1.2M in Q4 2015. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • WBI Investments reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • WBI Investments sold 4,257 Constellation Brands shares in Q3 2025, an estimated $693K.
  • WBI Investments first reported a position in Constellation Brands in Q4 2015 and held it in 3 quarters.
  • WBI Investments's Constellation Brands position peaked at $1.2M in Q4 2015.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on WBI Investments's 13F filing for Q3 2025, filed 20 Nov 2025.