Centerpoint Advisors’s Constellation Brands STZ Stock Holding History

Centerpoint Advisors’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 Q1	–	Sell	-44	Closed	-$10K	–	450
2024 Q4	$10K	Hold	44	–	–	﹤0.01%	348
2024 Q3	$11K	Hold	44	–	–	﹤0.01%	352
2024 Q2	$11K	Hold	44	–	–	﹤0.01%	343
2024 Q1	$12K	Hold	44	–	–	﹤0.01%	316
2023 Q4	$11K	Hold	44	–	–	﹤0.01%	323
2023 Q3	$11K	Hold	44	–	–	﹤0.01%	330
2023 Q2	$11K	Hold	44	–	–	﹤0.01%	335
2023 Q1	$10K	Hold	44	–	–	﹤0.01%	349
2022 Q4	$10K	Hold	44	–	–	﹤0.01%	307
2022 Q3	$10K	Hold	44	–	–	0.01%	220
2022 Q2	$10K	Hold	44	–	–	0.01%	228
2022 Q1	$10K	Hold	44	–	–	﹤0.01%	221
2021 Q4	$11K	Hold	44	–	–	﹤0.01%	217
2021 Q3	$9K	Hold	44	–	–	﹤0.01%	205
2021 Q2	$10K	Hold	44	–	–	﹤0.01%	204
2021 Q1	$10K	Hold	44	–	–	0.01%	175
2020 Q4	$10K	Hold	44	–	–	0.01%	163
2020 Q3	$8K	Buy	44 +12	+38%	+$2.19K	0.01%	159
2020 Q2	$6K	Buy	+32	New	+$5.33K	﹤0.01%	189

Other funds holding STZ

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Centerpoint Advisors's STZ Position: Q1 2025 in Review

Centerpoint Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 44 shares — an estimated $10K sold.

Centerpoint Advisors first reported a position in STZ in Q2 2020 and held it in 19 quarters. The position peaked at $12K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Centerpoint Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 44 Constellation Brands shares in Q1 2025, an estimated $10K.
Centerpoint Advisors first reported a position in Constellation Brands in Q2 2020 and held it in 19 quarters.
Centerpoint Advisors's Constellation Brands position peaked at $12K in Q1 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.