4Wealth Advisors’s Constellation Brands STZ Stock Holding History

4Wealth Advisors’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 Q1	–	Sell	-2,356	Closed	-$521K	–	147
2024 Q4	$521K	Buy	+2,356	New	+$560K	0.52%	66

Other funds holding STZ

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

4Wealth Advisors's STZ Position: Q1 2025 in Review

4Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 2,356 shares — an estimated $521K sold.

4Wealth Advisors first reported a position in STZ in Q4 2024 and held it in 1 quarter. The position peaked at $521K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

4Wealth Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
4Wealth Advisors sold 2,356 Constellation Brands shares in Q1 2025, an estimated $521K.
4Wealth Advisors first reported a position in Constellation Brands in Q4 2024 and held it in 1 quarter.
4Wealth Advisors's Constellation Brands position peaked at $521K in Q4 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on 4Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.