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Capital A Wealth Management’s Constellation Brands STZ Stock Holding History

Capital A 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
Q2 		$725 Sell
3
-39
-93% -$7K 0.01% 387
2025
Q1 		$7.71K Hold
42
– – 0.01% 327
2024
Q4 		$9.28K Buy
+42
New +$9.98K 0.02% 312

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital A Wealth Management's STZ Position: Q2 2025 in Review

Capital A Wealth Management reduced its Constellation Brands (STZ) stake by 93% in Q2 2025, selling an estimated $7K and leaving 3 shares worth $725. The position accounts for 0.01% of the portfolio, ranked #387.

Capital A Wealth Management first reported a position in STZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.28K in Q4 2024. 1,131 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Capital A Wealth Management held 3 shares of Constellation Brands worth $725 as of Q2 2025.
  • Capital A Wealth Management sold 39 Constellation Brands shares in Q2 2025, an estimated $7K.
  • Constellation Brands made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #387 holding.
  • Capital A Wealth Management first reported a position in Constellation Brands in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Constellation Brands position peaked at $9.28K in Q4 2024.
  • 1,131 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.