Bordeaux Wealth Advisors’s Constellation Brands STZ Stock Holding History

Bordeaux 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 Q2	–	Sell	-1,158	Closed	-$213K	–	172
2025 Q1	$213K	Buy	1,158 +89	+8%	+$16.2K	0.04%	149
2024 Q4	$236K	Sell	1,069 -2	-0.2%	-$475	0.04%	141
2024 Q3	$276K	Buy	1,071 +14	+1%	+$3.47K	0.05%	128
2024 Q2	$272K	Sell	1,057 -25	-2%	-$6.43K	0.05%	115
2024 Q1	$294K	Buy	1,082 +23	+2%	+$5.82K	0.1%	85
2023 Q4	$256K	Hold	1,059	–	–	0.09%	95
2023 Q3	$266K	Buy	1,059 +2	+0.2%	+$522	0.11%	78
2023 Q2	$260K	Buy	+1,057	New	+$247K	0.11%	81

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Bordeaux Wealth Advisors's STZ Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,158 shares — an estimated $213K sold.

Bordeaux Wealth Advisors first reported a position in STZ in Q2 2023 and held it in 8 quarters. The position peaked at $294K in Q1 2024. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Bordeaux Wealth Advisors reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Bordeaux Wealth Advisors sold 1,158 Constellation Brands shares in Q2 2025, an estimated $213K.
Bordeaux Wealth Advisors first reported a position in Constellation Brands in Q2 2023 and held it in 8 quarters.
Bordeaux Wealth Advisors's Constellation Brands position peaked at $294K in Q1 2024.
1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.