Atria Wealth Solutions’s Constellation Brands STZ Stock Holding History

Atria Wealth Solutions’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	-3,841	Closed	-$705K	–	1877
2025 Q1	$705K	Sell	3,841 -2,627	-41%	-$477K	0.01%	1029
2024 Q4	$1.43M	Sell	6,468 -538	-8%	-$128K	0.02%	774
2024 Q3	$1.81M	Sell	7,006 -1,186	-14%	-$294K	0.02%	678
2024 Q2	$2.11M	Buy	8,192 +98	+1%	+$25.2K	0.02%	607
2024 Q1	$2.2M	Buy	8,094 +572	+8%	+$145K	0.02%	601
2023 Q4	$1.82M	Buy	7,522 +846	+13%	+$201K	0.02%	636
2023 Q3	$1.68M	Buy	6,676 +208	+3%	+$54.3K	0.02%	621
2023 Q2	$1.59M	Buy	6,468 +1,428	+28%	+$334K	0.02%	656
2023 Q1	$1.14M	Sell	5,040 -30	-0.6%	-$6.68K	0.02%	742
2022 Q4	$1.17M	Buy	5,070 +315	+7%	+$75.4K	0.02%	679
2022 Q3	$1.09M	Buy	4,755 +813	+21%	+$198K	0.02%	691
2022 Q2	$919K	Buy	3,942 +208	+6%	+$50.6K	0.02%	734
2022 Q1	$860K	Buy	+3,734	New	+$862K	0.01%	795

Other funds holding STZ

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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