Cedar Wealth Management’s Constellation Brands STZ Stock Holding History

Cedar 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	-10	Closed	-$1.63K	–	252
2025 Q2	$1.63K	Hold	10	–	–	﹤0.01%	220
2025 Q1	$1.83K	Hold	10	–	–	﹤0.01%	179
2024 Q4	$2.21K	Hold	10	–	–	﹤0.01%	171
2024 Q3	$2.58K	Hold	10	–	–	﹤0.01%	244
2024 Q2	$2.57K	Hold	10	–	–	﹤0.01%	276
2024 Q1	$2.72K	Hold	10	–	–	﹤0.01%	305
2023 Q4	$2.42K	Hold	10	–	–	﹤0.01%	257
2023 Q3	$2.51K	Hold	10	–	–	﹤0.01%	262
2023 Q2	$2.46K	Hold	10	–	–	﹤0.01%	273
2023 Q1	$2.26K	Sell	10 -18	-64%	-$4.01K	﹤0.01%	271
2022 Q4	$6.49K	Hold	28	–	–	﹤0.01%	239
2022 Q3	$6K	Hold	28	–	–	﹤0.01%	272
2022 Q2	$7K	Hold	28	–	–	﹤0.01%	277
2022 Q1	$6K	Hold	28	–	–	﹤0.01%	315
2021 Q4	$7K	Sell	28 -187	-87%	-$42.6K	﹤0.01%	303
2021 Q3	$45K	Buy	+215	New	+$46.9K	0.02%	165
2018 Q3	–	Sell	-15	Closed	-$3K	–	219
2018 Q2	$3K	Buy	+15	New	+$3.39K	﹤0.01%	190

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 $3.37T AUM 44.26% 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

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

Cedar Wealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 10 shares — an estimated $1.63K sold.

Cedar Wealth Management first reported a position in STZ in Q2 2018 and held it in 17 quarters. The position peaked at $45K in Q3 2021. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

Cedar Wealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
Cedar Wealth Management sold 10 Constellation Brands shares in Q3 2025, an estimated $1.63K.
Cedar Wealth Management first reported a position in Constellation Brands in Q2 2018 and held it in 17 quarters.
Cedar Wealth Management's Constellation Brands position peaked at $45K in Q3 2021.
1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Cedar Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.