Capital Advisory Group Advisory Services’s Constellation Brands STZ Stock Holding History

Capital Advisory Group Advisory Services’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	-1,338	Closed	-$246K	–	181
2025 Q1	$246K	Sell	1,338 -15	-1%	-$2.73K	0.09%	151
2024 Q4	$299K	Hold	1,353	–	–	0.11%	142
2024 Q3	$349K	Hold	1,353	–	–	0.14%	120
2024 Q2	$348K	Hold	1,353	–	–	0.15%	115
2024 Q1	$368K	Sell	1,353 -3	-0.2%	-$759	0.17%	112
2023 Q4	$328K	Sell	1,356 -21	-2%	-$4.99K	0.18%	109
2023 Q3	$346K	Buy	+1,377	New	+$359K	0.2%	109
2023 Q2	–	Sell	-1,414	Closed	-$319K	–	136
2023 Q1	$319K	Buy	1,414 +111	+9%	+$24.7K	0.19%	114
2022 Q4	$302K	Buy	1,303 +43	+3%	+$10.3K	0.21%	103
2022 Q3	$289K	Buy	1,260 +241	+24%	+$58.7K	0.2%	103
2022 Q2	$251K	Hold	1,019	–	–	0.15%	120
2022 Q1	$235K	Buy	1,019 +12	+1%	+$2.77K	0.11%	140
2021 Q4	$253K	Buy	1,007 +10	+1%	+$2.28K	0.11%	141
2021 Q3	$210K	Buy	997 +22	+2%	+$4.8K	0.08%	190
2021 Q2	$228K	Sell	975 -42	-4%	-$9.86K	0.08%	187
2021 Q1	$232K	Buy	1,017 +30	+3%	+$6.76K	0.09%	174
2020 Q4	$216K	Buy	987 +127	+15%	+$25K	0.09%	174
2020 Q3	$163K	Buy	860 +1	+0.1%	+$182	0.08%	156
2020 Q2	$150K	Buy	+859	New	+$143K	0.08%	160

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

Capital Advisory Group Advisory Services's STZ Position: Q2 2025 in Review

Capital Advisory Group Advisory Services sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,338 shares — an estimated $246K sold.

Capital Advisory Group Advisory Services first reported a position in STZ in Q2 2020 and held it in 19 quarters. The position peaked at $368K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Capital Advisory Group Advisory Services reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,338 Constellation Brands shares in Q2 2025, an estimated $246K.
Capital Advisory Group Advisory Services first reported a position in Constellation Brands in Q2 2020 and held it in 19 quarters.
Capital Advisory Group Advisory Services's Constellation Brands position peaked at $368K in Q1 2024.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.