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WealthBridge Investment Counsel’s Constellation Brands STZ Stock Holding History

WealthBridge Investment Counsel’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
-23,045
Closed -$3.75M – 47
2025
Q2 		$3.75M Sell
23,045
-2,700
-10% -$484K 1.22% 32
2025
Q1 		$4.72M Sell
25,745
-1,105
-4% -$201K 1.72% 29
2024
Q4 		$5.93M Sell
26,850
-80
-0.3% -$19K 2.18% 24
2024
Q3 		$6.94M Sell
26,930
-50
-0.2% -$12.4K 2.46% 20
2024
Q2 		$6.94M Buy
26,980
+780
+3% +$201K 2.66% 16
2024
Q1 		$7.12M Buy
26,200
+105
+0.4% +$26.6K 2.64% 18
2023
Q4 		$6.31M Buy
26,095
+50
+0.2% +$11.9K 2.52% 19
2023
Q3 		$6.55M Buy
26,045
+400
+2% +$104K 2.85% 15
2023
Q2 		$6.31M Buy
25,645
+150
+0.6% +$35.1K 2.66% 18
2023
Q1 		$5.76M Sell
25,495
-750
-3% -$167K 2.55% 20
2022
Q4 		$6.08M Buy
26,245
+950
+4% +$227K 2.66% 17
2022
Q3 		$5.81M Buy
25,295
+280
+1% +$68.2K 3.06% 13
2022
Q2 		$5.83M Buy
25,015
+825
+3% +$201K 2.96% 15
2022
Q1 		$5.57M Buy
24,190
+1,180
+5% +$272K 2.46% 20
2021
Q4 		$5.78M Buy
23,010
+100
+0.4% +$22.8K 2.45% 20
2021
Q3 		$4.83M Buy
22,910
+1,250
+6% +$273K 2.17% 24
2021
Q2 		$5.07M Buy
21,660
+1,310
+6% +$308K 2.24% 23
2021
Q1 		$4.64M Buy
20,350
+650
+3% +$146K 2.27% 22
2020
Q4 		$4.32M Buy
19,700
+775
+4% +$152K 2.26% 22
2020
Q3 		$3.59M Buy
18,925
+375
+2% +$68.4K 2.18% 23
2020
Q2 		$3.25M Buy
18,550
+500
+3% +$83.3K 2.15% 24
2020
Q1 		$2.59M Sell
18,050
-75
-0.4% -$13.2K 2.2% 22
2019
Q4 		$3.44M Buy
+18,125
New +$3.42M 1.95% 21

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

WealthBridge Investment Counsel's STZ Position: Q3 2025 in Review

WealthBridge Investment Counsel sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 23,045 shares — an estimated $3.75M sold.

WealthBridge Investment Counsel first reported a position in STZ in Q4 2019 and held it in 23 quarters. The position peaked at $7.12M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • WealthBridge Investment Counsel reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • WealthBridge Investment Counsel sold 23,045 Constellation Brands shares in Q3 2025, an estimated $3.75M.
  • WealthBridge Investment Counsel first reported a position in Constellation Brands in Q4 2019 and held it in 23 quarters.
  • WealthBridge Investment Counsel's Constellation Brands position peaked at $7.12M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on WealthBridge Investment Counsel's 13F filing for Q3 2025, filed 6 Oct 2025.