AAS
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Avantax Advisory Services’s Constellation Brands STZ Stock Holding History

Avantax Advisory Services’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 		$1.45M Buy
8,923
+617
+7% +$111K 0.01% 958
2025
Q1 		$1.52M Sell
8,306
-26,226
-76% -$4.76M 0.01% 886
2024
Q4 		$7.63M Sell
34,532
-24
-0.1% -$5.7K 0.05% 290
2024
Q3 		$8.9M Buy
34,556
+1,095
+3% +$271K 0.06% 248
2024
Q2 		$8.61M Buy
33,461
+4,366
+15% +$1.12M 0.06% 238
2024
Q1 		$7.91M Sell
29,095
-248
-0.8% -$62.8K 0.07% 218
2023
Q4 		$7.09M Buy
29,343
+911
+3% +$217K 0.07% 218
2023
Q3 		$7.15M Sell
28,432
-26
-0.1% -$6.79K 0.08% 195
2023
Q2 		$7M Buy
28,458
+11
+0% +$2.57K 0.08% 190
2023
Q1 		$6.43M Buy
28,447
+1,200
+4% +$267K 0.08% 198
2022
Q4 		$6.31M Buy
27,247
+1,011
+4% +$242K 0.08% 186
2022
Q3 		$6.03M Buy
26,236
+1,269
+5% +$309K 0.09% 169
2022
Q2 		$5.82M Buy
24,967
+2,265
+10% +$551K 0.09% 171
2022
Q1 		$5.22M Buy
22,702
+2,744
+14% +$634K 0.07% 201
2021
Q4 		$5.01M Buy
19,958
+1,964
+11% +$448K 0.08% 198
2021
Q3 		$3.79M Buy
17,994
+2,740
+18% +$598K 0.06% 224
2021
Q2 		$3.56M Buy
15,254
+3,040
+25% +$714K 0.06% 226
2021
Q1 		$2.79M Buy
12,214
+2,190
+22% +$494K 0.06% 240
2020
Q4 		$2.2M Sell
10,024
-10,426
-51% -$2.05M 0.05% 255
2020
Q3 		$3.88M Buy
20,450
+12,331
+152% +$2.25M 0.06% 238
2020
Q2 		$1.42M Buy
8,119
+5,500
+210% +$916K 0.04% 280
2020
Q1 		$375K Buy
2,619
+57
+2% +$10.1K 0.01% 510
2019
Q4 		$485K Buy
2,562
+723
+39% +$137K 0.01% 488
2019
Q3 		$380K Buy
1,839
+274
+18% +$55K 0.02% 374
2019
Q2 		$308K Buy
1,565
+139
+10% +$27.1K 0.01% 390
2019
Q1 		$250K Buy
+1,426
New +$240K 0.01% 406

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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

Avantax Advisory Services's STZ Position: Q2 2025 in Review

Avantax Advisory Services increased its Constellation Brands (STZ) stake by 7.4% in Q2 2025, buying an estimated $111K and bringing the position to 8,923 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #958.

Avantax Advisory Services first reported a position in STZ in Q1 2019 and has held it in 26 quarters since. The position peaked at $8.9M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Avantax Advisory Services held 8,923 shares of Constellation Brands worth $1.45M as of Q2 2025.
  • Avantax Advisory Services bought 617 Constellation Brands shares in Q2 2025, an estimated $111K.
  • Constellation Brands made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #958 holding.
  • Avantax Advisory Services first reported a position in Constellation Brands in Q1 2019 and has held it in 26 quarters since.
  • Avantax Advisory Services's Constellation Brands position peaked at $8.9M in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.