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Ball & Co Wealth Management’s Constellation Brands STZ Stock Holding History

Ball & Co 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
Q1 		– Sell
-4
Closed – – 72
2024
Q4 		$0 Buy
+4
New +$950 ﹤0.01% 72

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ball & Co Wealth Management's STZ Position: Q1 2025 in Review

Ball & Co Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 4 shares.

Ball & Co Wealth Management first reported a position in STZ in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Ball & Co Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Ball & Co Wealth Management sold 4 Constellation Brands shares in Q1 2025.
  • Ball & Co Wealth Management first reported a position in Constellation Brands in Q4 2024 and held it in 1 quarter.
  • Ball & Co Wealth Management's Constellation Brands position peaked at $0 in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Ball & Co Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.