Centurion Wealth Management’s Constellation Brands STZ Stock Holding History

Centurion 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	–	Sell	-1,160	Closed	-$256K	–	248
2025 Q1	$256K	Hold	1,160	–	–	0.08%	176
2024 Q4	$256K	Hold	1,160	–	–	0.08%	176
2024 Q3	$299K	Buy	+1,160	New	+$288K	0.1%	157
2024 Q1	$315K	Hold	1,160	–	–	0.12%	118
2023 Q4	$280K	Hold	1,160	–	–	0.12%	127
2023 Q3	$292K	Hold	1,160	–	–	0.14%	104
2023 Q2	$286K	Hold	1,160	–	–	0.14%	115
2023 Q1	$262K	Hold	1,160	–	–	0.13%	117
2022 Q4	$269K	Buy	+1,160	New	+$278K	0.15%	115

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Centurion Wealth Management sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,160 shares — an estimated $256K sold.

Centurion Wealth Management first reported a position in STZ in Q4 2022 and held it in 9 quarters. The position peaked at $315K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Centurion Wealth Management reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Centurion Wealth Management sold 1,160 Constellation Brands shares in Q2 2025, an estimated $256K.
Centurion Wealth Management first reported a position in Constellation Brands in Q4 2022 and held it in 9 quarters.
Centurion Wealth Management's Constellation Brands position peaked at $315K in Q1 2024.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Centurion Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.