CWC
STZ icon

Carolinas Wealth Consulting’s Constellation Brands STZ Stock Holding History

Carolinas Wealth Consulting’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
-116
Closed -$21.3K – 828
2025
Q1 		$21.3K Sell
116
-2
-2% -$363 ﹤0.01% 451
2024
Q4 		$26K Sell
118
-34
-22% -$8.08K 0.01% 443
2024
Q3 		$39K Sell
152
-2
-1% -$496 0.01% 394
2024
Q2 		$39.4K Buy
154
+3
+2% +$772 0.01% 396
2024
Q1 		$41.1K Sell
151
-137
-48% -$34.7K 0.01% 403
2023
Q4 		$69.6K Buy
288
+193
+203% +$45.9K 0.02% 290
2023
Q3 		$22.2K Sell
95
-6
-6% -$1.57K 0.01% 416
2023
Q2 		$24.7K Sell
101
-1
-1% -$234 ﹤0.01% 439
2023
Q1 		$23K Hold
102
– – ﹤0.01% 469
2022
Q4 		$23.6K Buy
102
+97
+1,940% +$23.2K 0.01% 466
2022
Q3 		$1K Hold
5
– – ﹤0.01% 854
2022
Q2 		$1K Hold
5
– – ﹤0.01% 861
2022
Q1 		$1K Hold
5
– – ﹤0.01% 888
2021
Q4 		$1K Hold
5
– – ﹤0.01% 935
2021
Q3 		$1K Hold
5
– – ﹤0.01% 909
2021
Q2 		$1K Sell
5
-82
-94% -$19.3K ﹤0.01% 917
2021
Q1 		$20K Buy
87
+1
+1% +$225 ﹤0.01% 517
2020
Q4 		$19K Buy
86
+75
+682% +$14.7K 0.01% 488
2020
Q3 		$2K Hold
11
– – ﹤0.01% 745
2020
Q2 		$2K Buy
+11
New +$1.83K ﹤0.01% 515

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 $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
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

Carolinas Wealth Consulting's STZ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 116 shares — an estimated $21.3K sold.

Carolinas Wealth Consulting first reported a position in STZ in Q2 2020 and held it in 20 quarters. The position peaked at $69.6K in Q4 2023. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 116 Constellation Brands shares in Q2 2025, an estimated $21.3K.
  • Carolinas Wealth Consulting first reported a position in Constellation Brands in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Constellation Brands position peaked at $69.6K in Q4 2023.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.