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Beacon Financial Group’s Constellation Brands STZ Stock Holding History

Beacon Financial Group’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
-929
Closed -$205K – 343
2024
Q4 		$205K Sell
929
-10
-1% -$2.38K 0.02% 318
2024
Q3 		$242K Buy
939
+39
+4% +$9.67K 0.03% 299
2024
Q2 		$232K Buy
+900
New +$231K 0.03% 299

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

Beacon Financial Group's STZ Position: Q1 2025 in Review

Beacon Financial Group sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 929 shares — an estimated $205K sold.

Beacon Financial Group first reported a position in STZ in Q2 2024 and held it in 3 quarters. The position peaked at $242K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Beacon Financial Group reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Beacon Financial Group sold 929 Constellation Brands shares in Q1 2025, an estimated $205K.
  • Beacon Financial Group first reported a position in Constellation Brands in Q2 2024 and held it in 3 quarters.
  • Beacon Financial Group's Constellation Brands position peaked at $242K in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Beacon Financial Group's 13F filing for Q1 2025, filed 10 Apr 2025.