44 Wealth Management’s Constellation Brands STZ Stock Holding History

44 Wealth Management’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 Q2	–	Sell	-2,358	Closed	-$433K	–	203
2025 Q1	$433K	Sell	2,358 -171	-7%	-$31.1K	0.16%	142
2024 Q4	$559K	Sell	2,529 -359	-12%	-$85.3K	0.21%	122
2024 Q3	$697K	Buy	+2,888	New	+$716K	0.25%	112
2023 Q2	$450K	Sell	1,827 -14	-0.8%	-$3.28K	0.15%	112
2023 Q1	$416K	Hold	1,841	–	–	0.14%	119
2022 Q4	$427K	Sell	1,841 -434	-19%	-$104K	0.15%	119
2022 Q3	$523K	Sell	2,275 -8	-0.4%	-$1.95K	0.22%	98
2022 Q2	$532K	Sell	2,283 -36	-2%	-$8.76K	0.21%	101
2022 Q1	$534K	Sell	2,319 -72	-3%	-$16.6K	0.19%	109
2021 Q4	$600K	Sell	2,391 -40	-2%	-$9.12K	0.21%	98
2021 Q3	$512K	Sell	2,431 -14	-0.6%	-$3.06K	0.2%	102
2021 Q2	$572K	Sell	2,445 -6	-0.2%	-$1.41K	0.22%	102
2021 Q1	$559K	Sell	2,451 -703	-22%	-$158K	0.23%	92
2020 Q4	$691K	Buy	+3,154	New	+$620K	0.31%	74

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

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

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

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

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

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

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

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

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

44 Wealth Management's STZ Position: Q2 2025 in Review

44 Wealth Management sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 2,358 shares — an estimated $433K sold.

44 Wealth Management first reported a position in STZ in Q4 2020 and held it in 14 quarters. The position peaked at $697K in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

44 Wealth Management reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
44 Wealth Management sold 2,358 Constellation Brands shares in Q2 2025, an estimated $433K.
44 Wealth Management first reported a position in Constellation Brands in Q4 2020 and held it in 14 quarters.
44 Wealth Management's Constellation Brands position peaked at $697K in Q3 2024.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on 44 Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.