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WD Rutherford’s Constellation Brands STZ Stock Holding History

WD Rutherford’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
-40
Closed -$6.51K – 95
2025
Q2 		$6.51K Sell
40
-2,377
-98% -$426K ﹤0.01% 96
2025
Q1 		$444K Sell
2,417
-7,800
-76% -$1.42M 0.24% 64
2024
Q4 		$2.26M Sell
10,217
-481
-4% -$114K 1.07% 41
2024
Q3 		$2.76M Buy
10,698
+172
+2% +$42.6K 1.35% 33
2024
Q2 		$2.71M Buy
10,526
+295
+3% +$75.9K 1.36% 32
2024
Q1 		$2.78M Sell
10,231
-122
-1% -$30.9K 1.44% 31
2023
Q4 		$2.61M Sell
10,353
-193
-2% -$45.9K 1.52% 31
2023
Q3 		$2.65M Buy
10,546
+1,411
+15% +$368K 1.82% 28
2023
Q2 		$2.25M Sell
9,135
-385
-4% -$90.1K 1.44% 28
2023
Q1 		$2.15M Buy
9,520
+235
+3% +$52.3K 1.52% 28
2022
Q4 		$2.17M Sell
9,285
-270
-3% -$64.6K 1.71% 27
2022
Q3 		$2.19M Sell
9,555
-155
-2% -$37.8K 1.76% 27
2022
Q2 		$2.26M Buy
9,710
+30
+0.3% +$7.3K 1.75% 27
2022
Q1 		$2.23M Buy
9,680
+10
+0.1% +$2.31K 1.27% 34
2021
Q4 		$2.43M Sell
9,670
-130
-1% -$29.6K 1.23% 34
2021
Q3 		$2.06M Buy
9,800
+35
+0.4% +$7.64K 1.12% 37
2021
Q2 		$2.28M Buy
9,765
+25
+0.3% +$5.87K 1.27% 34
2021
Q1 		$2.22M Hold
9,740
– – 1.38% 30
2020
Q4 		$2.13M Buy
+9,740
New +$1.91M 1.35% 29

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WD Rutherford's STZ Position: Q3 2025 in Review

WD Rutherford sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 40 shares — an estimated $6.51K sold.

WD Rutherford first reported a position in STZ in Q4 2020 and held it in 19 quarters. The position peaked at $2.78M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • WD Rutherford reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • WD Rutherford sold 40 Constellation Brands shares in Q3 2025, an estimated $6.51K.
  • WD Rutherford first reported a position in Constellation Brands in Q4 2020 and held it in 19 quarters.
  • WD Rutherford's Constellation Brands position peaked at $2.78M in Q1 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on WD Rutherford's 13F filing for Q3 2025, filed 23 Oct 2025.