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Blue Zone Wealth Advisors’s Constellation Brands STZ Stock Holding History

Blue Zone Wealth Advisors’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
Q4 		– Sell
-6,786
Closed -$914K – 140
2025
Q3 		$914K Sell
6,786
-16,607
-71% -$2.64M 0.18% 69
2025
Q2 		$3.81M Buy
23,393
+1,314
+6% +$236K 0.95% 50
2025
Q1 		$4.05M Buy
22,079
+2,078
+10% +$378K 1.13% 45
2024
Q4 		$4.42M Buy
20,001
+335
+2% +$79.6K 1.27% 34
2024
Q3 		$5.07M Buy
19,666
+196
+1% +$48.6K 1.58% 26
2024
Q2 		$5.01M Sell
19,470
-266
-1% -$68.4K 1.73% 21
2024
Q1 		$5.36M Buy
19,736
+154
+0.8% +$39K 1.84% 22
2023
Q4 		$4.73M Buy
19,582
+2,291
+13% +$545K 1.89% 22
2023
Q3 		$4.35M Buy
+17,291
New +$4.51M 1.91% 19

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Zone Wealth Advisors's STZ Position: Q4 2025 in Review

Blue Zone Wealth Advisors sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 6,786 shares — an estimated $914K sold.

Blue Zone Wealth Advisors first reported a position in STZ in Q3 2023 and held it in 9 quarters. The position peaked at $5.36M in Q1 2024. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Blue Zone Wealth Advisors reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 6,786 Constellation Brands shares in Q4 2025, an estimated $914K.
  • Blue Zone Wealth Advisors first reported a position in Constellation Brands in Q3 2023 and held it in 9 quarters.
  • Blue Zone Wealth Advisors's Constellation Brands position peaked at $5.36M in Q1 2024.
  • 1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Blue Zone Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.