Advisor Resource Council’s Constellation Brands STZ Stock Holding History

Advisor Resource Council’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	-2,203	Closed	-$390K	–	539
2025 Q1	$390K	Buy	+2,203	New	+$400K	0.03%	411
2024 Q1	–	Sell	-1,893	Closed	-$458K	–	490
2023 Q4	$458K	Buy	+1,893	New	+$450K	0.05%	280
2022 Q3	–	Sell	-2,021	Closed	-$472K	–	461
2022 Q2	$472K	Buy	+2,021	New	+$492K	0.04%	288
2022 Q1	–	Sell	-1,881	Closed	-$472K	–	502
2021 Q4	$472K	Buy	+1,881	New	+$429K	0.04%	342
2021 Q3	–	Sell	-1,544	Closed	-$361K	–	458
2021 Q2	$361K	Buy	+1,544	New	+$362K	0.04%	365

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

Advisor Resource Council's STZ Position: Q2 2025 in Review

Advisor Resource Council sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 2,203 shares — an estimated $390K sold.

Advisor Resource Council first reported a position in STZ in Q2 2021 and held it in 5 quarters. The position peaked at $472K in Q2 2022. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Advisor Resource Council reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 2,203 Constellation Brands shares in Q2 2025, an estimated $390K.
Advisor Resource Council first reported a position in Constellation Brands in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Constellation Brands position peaked at $472K in Q2 2022.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.