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Compass Planning Associates’s Constellation Brands STZ Stock Holding History

Compass Planning Associates’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
-18
Closed -$3.34K – 131
2025
Q1 		$3.34K Hold
18
– – ﹤0.01% 124
2024
Q4 		$4.02K Buy
+18
New +$4.28K ﹤0.01% 125

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 $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Compass Planning Associates's STZ Position: Q2 2025 in Review

Compass Planning Associates sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 18 shares — an estimated $3.34K sold.

Compass Planning Associates first reported a position in STZ in Q4 2024 and held it in 2 quarters. The position peaked at $4.02K in Q4 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Compass Planning Associates reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Compass Planning Associates sold 18 Constellation Brands shares in Q2 2025, an estimated $3.34K.
  • Compass Planning Associates first reported a position in Constellation Brands in Q4 2024 and held it in 2 quarters.
  • Compass Planning Associates's Constellation Brands position peaked at $4.02K in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Compass Planning Associates's 13F filing for Q2 2025, filed 21 Jul 2025.