Y-Intercept (HK)’s Constellation Brands STZ Stock Holding History

Y-Intercept (HK)’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 Q4	–	Sell	-92,685	Closed	-$12.5M	–	1970
2025 Q3	$12.5M	Buy	92,685 +90,423	+3,997%	+$14.4M	0.3%	49
2025 Q2	$368K	Buy	+2,262	New	+$406K	0.01%	1300
2023 Q4	–	Sell	-4,050	Closed	-$1.02M	–	1624
2023 Q3	$1.02M	Buy	+4,050	New	+$1.06M	0.1%	309
2023 Q1	–	Sell	-4,561	Closed	-$1.06M	–	1525
2022 Q4	$1.06M	Buy	4,561 +3,569	+360%	+$854K	0.16%	186
2022 Q3	$228K	Sell	992 -9,192	-90%	-$2.24M	0.02%	783
2022 Q2	$2.37M	Buy	+10,184	New	+$2.48M	0.31%	69
2022 Q1	–	Sell	-1,984	Closed	-$498K	–	943
2021 Q4	$498K	Buy	+1,984	New	+$452K	0.12%	254

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Y-Intercept (HK)'s STZ Position: Q4 2025 in Review

Y-Intercept (HK) sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 92,685 shares — an estimated $12.5M sold.

Y-Intercept (HK) first reported a position in STZ in Q4 2021 and held it in 7 quarters. The position peaked at $12.5M in Q3 2025. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Y-Intercept (HK) reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Y-Intercept (HK) sold 92,685 Constellation Brands shares in Q4 2025, an estimated $12.5M.
Y-Intercept (HK) first reported a position in Constellation Brands in Q4 2021 and held it in 7 quarters.
Y-Intercept (HK)'s Constellation Brands position peaked at $12.5M in Q3 2025.
1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.