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Centricity Wealth Management’s Constellation Brands STZ Stock Holding History

Centricity 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
Q2 		$22.3K Hold
137
– – 0.02% 246
2025
Q1 		$25.1K Sell
137
-22
-14% -$4K 0.02% 231
2024
Q4 		$35.1K Buy
+159
New +$37.8K 0.03% 201

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 $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Centricity Wealth Management's STZ Position: Q2 2025 in Review

Centricity Wealth Management held its Constellation Brands (STZ) position steady in Q2 2025 at 137 shares worth $22.3K. The position accounts for 0.02% of the portfolio, ranked #246.

Centricity Wealth Management first reported a position in STZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $35.1K in Q4 2024. 1,131 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Centricity Wealth Management held 137 shares of Constellation Brands worth $22.3K as of Q2 2025.
  • Centricity Wealth Management left its Constellation Brands share count unchanged in Q2 2025.
  • Constellation Brands made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #246 holding.
  • Centricity Wealth Management first reported a position in Constellation Brands in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Constellation Brands position peaked at $35.1K in Q4 2024.
  • 1,131 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.