CarsonAllaria Wealth Management’s Constellation Brands STZ Stock Holding History

CarsonAllaria 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 Q3	–	Sell	-16	Closed	-$2.67K	–	301
2025 Q2	$2.67K	Hold	16	–	–	﹤0.01%	310
2025 Q1	$2.99K	Hold	16	–	–	﹤0.01%	312
2024 Q4	$3.58K	Hold	16	–	–	﹤0.01%	295
2024 Q3	$4.16K	Sell	16 -16	-50%	-$3.97K	﹤0.01%	314
2024 Q2	$8.22K	Buy	32 +1	+3%	+$257	0.01%	268
2024 Q1	$8.67K	Hold	31	–	–	0.01%	260
2023 Q4	$7.7K	Hold	31	–	–	0.01%	232
2023 Q3	$7.97K	Hold	31	–	–	0.01%	226
2023 Q2	$7.78K	Hold	31	–	–	0.01%	239
2023 Q1	$7.11K	Hold	31	–	–	0.01%	234
2022 Q4	$7K	Hold	31	–	–	0.01%	217
2022 Q3	$7K	Hold	31	–	–	0.01%	214
2022 Q2	$7K	Hold	31	–	–	0.01%	212
2022 Q1	$7K	Buy	31 +1	+3%	+$231	0.01%	222
2021 Q4	$8K	Buy	+30	New	+$6.84K	0.01%	227

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CarsonAllaria Wealth Management's STZ Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 16 shares — an estimated $2.67K sold.

CarsonAllaria Wealth Management first reported a position in STZ in Q4 2021 and held it in 15 quarters. The position peaked at $8.67K in Q1 2024. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 16 Constellation Brands shares in Q3 2025, an estimated $2.67K.
CarsonAllaria Wealth Management first reported a position in Constellation Brands in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Constellation Brands position peaked at $8.67K in Q1 2024.
1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.