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Ashton Thomas Securities’s Constellation Brands STZ Stock Holding History

Ashton Thomas Securities’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
-1,383
Closed -$225K – 421
2025
Q2 		$225K Sell
1,383
-59
-4% -$10.6K 0.05% 231
2025
Q1 		$263K Buy
1,442
+149
+12% +$27.1K 0.07% 197
2024
Q4 		$286K Buy
1,293
+233
+22% +$55.4K 0.08% 189
2024
Q3 		$273K Buy
1,060
+28
+3% +$6.94K 0.05% 235
2024
Q2 		$260K Buy
+1,032
New +$265K 0.06% 203

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

Ashton Thomas Securities's STZ Position: Q3 2025 in Review

Ashton Thomas Securities sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,383 shares — an estimated $225K sold.

Ashton Thomas Securities first reported a position in STZ in Q2 2024 and held it in 5 quarters. The position peaked at $286K in Q4 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Ashton Thomas Securities reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Ashton Thomas Securities sold 1,383 Constellation Brands shares in Q3 2025, an estimated $225K.
  • Ashton Thomas Securities first reported a position in Constellation Brands in Q2 2024 and held it in 5 quarters.
  • Ashton Thomas Securities's Constellation Brands position peaked at $286K in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Ashton Thomas Securities's 13F filing for Q3 2025, filed 27 Oct 2025.