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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Accurate Wealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,299 shares — an estimated $224K sold.

Accurate Wealth Management first reported a position in STZ in Q2 2021 and held it in 17 quarters. The position peaked at $468K in Q3 2022. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Accurate Wealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 1,299 Constellation Brands shares in Q3 2025, an estimated $224K.
  • Accurate Wealth Management first reported a position in Constellation Brands in Q2 2021 and held it in 17 quarters.
  • Accurate Wealth Management's Constellation Brands position peaked at $468K in Q3 2022.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Accurate Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.