STZ — CONSTELLATION BRANDS INC

Ownership history in Activest Wealth Management  ·  6 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in CONSTELLATION BRANDS INC (STZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 28 +23 +460.0% 0.00% $4K $132.76
2025 Q2 REDUCED 5 -2 -28.6% 0.00% $813 $159.44
2025 Q1 REDUCED 7 -12 -63.2% 0.00% $1K $178.88
2022 Q4 UNCHANGED 19 — 0% 0.00% $4K $217.81
2022 Q3 ADDED 19 +8 +72.7% 0.00% $4K $215.15
2022 Q2 INITIATED 11 — — 0.00% $3K $217.57
% of Fund (quarterly)    STZ price (monthly, adj. close)

Other funds also holding STZ

As of 2025 Q4 — sorted by position size

Framtiden Holdings Management Co LLC 19.31% Hook Mill Capital Partners, LP 3Y 3.15% Empyrean Capital Partners, LP 3Y 7Y 2.82% Ilex Capital Partners (UK) LLP 2.63% COERENTE CAPITAL MANAGEMENT 3Y 1.94% Compass Wealth Management LLC 3Y 1.85% Hillman Capital Management, Inc. 3Y 7Y 1.56% CAMBIAR INVESTORS LLC 3Y 7Y 1.52% MANE GLOBAL CAPITAL MANAGEMENT LP 3Y 1.38% Grantham, Mayo, Van Otterloo & Co. LLC 3Y 7Y 1.36%
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