AWM
STZ icon

Accurate Wealth Management’s Constellation Brands STZ Stock Holding History

Accurate 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 		– Sell
-1,299
Closed -$224K – 512
2025
Q2 		$224K Sell
1,299
-2
-0.2% -$359 0.03% 412
2025
Q1 		$242K Buy
1,301
+8
+0.6% +$1.45K 0.05% 336
2024
Q4 		$235K Sell
1,293
-2
-0.2% -$475 0.05% 337
2024
Q3 		$316K Buy
1,295
+104
+9% +$25.8K 0.06% 279
2024
Q2 		$297K Sell
1,191
-43
-3% -$11.1K 0.07% 237
2024
Q1 		$322K Sell
1,234
-10
-0.8% -$2.53K 0.09% 197
2023
Q4 		$320K Sell
1,244
-135
-10% -$32.1K 0.1% 190
2023
Q3 		$328K Buy
1,379
+125
+10% +$32.6K 0.1% 183
2023
Q2 		$320K Buy
1,254
+50
+4% +$11.7K 0.1% 194
2023
Q1 		$271K Sell
1,204
-3
-0.2% -$668 0.09% 201
2022
Q4 		$266K Buy
1,207
+120
+11% +$28.7K 0.1% 182
2022
Q3 		$468K Sell
1,087
-71
-6% -$17.3K 0.2% 96
2022
Q2 		$279K Buy
1,158
+52
+5% +$12.7K 0.15% 114
2022
Q1 		$255K Buy
1,106
+952
+618% +$220K 0.11% 137
2021
Q4 		$258K Buy
154
+43
+39% +$9.8K 0.21% 118
2021
Q3 		$243K Sell
111
-1,034
-90% -$226K 0.21% 118
2021
Q2 		$268K Buy
+1,145
New +$269K 0.24% 105

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