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Accredited Wealth Management’s Constellation Brands STZ Stock Holding History

Accredited 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
Q3 		$11.7K Buy
316
+269
+572% +$42.8K 0.01% 250
2025
Q2 		$7.65K Buy
47
+25
+114% +$4.48K 0.01% 289
2025
Q1 		$4.04K Hold
22
– – ﹤0.01% 309
2024
Q4 		$4.86K Buy
+22
New +$5.23K ﹤0.01% 295

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accredited Wealth Management's STZ Position: Q3 2025 in Review

Accredited Wealth Management increased its Constellation Brands (STZ) stake by 572% in Q3 2025, buying an estimated $42.8K and bringing the position to 316 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #250.

Accredited Wealth Management first reported a position in STZ in Q4 2024 and has held it in 4 quarters since. 1,041 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Accredited Wealth Management held 316 shares of Constellation Brands worth $11.7K as of Q3 2025.
  • Accredited Wealth Management bought 269 Constellation Brands shares in Q3 2025, an estimated $42.8K.
  • Constellation Brands made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #250 holding.
  • Accredited Wealth Management first reported a position in Constellation Brands in Q4 2024 and has held it in 4 quarters since.
  • 1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.