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Congress Wealth Management’s Constellation Brands STZ Stock Holding History

Congress 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 		$1.8M Buy
11,054
+108
+1% +$19.4K 0.02% 576
2025
Q1 		$2.01M Buy
10,946
+7,475
+215% +$1.36M 0.02% 490
2024
Q4 		$767K Buy
3,471
+217
+7% +$51.6K 0.01% 561
2024
Q3 		$839K Buy
+3,254
New +$807K 0.01% 542

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management increased its Constellation Brands (STZ) stake by 0.99% in Q2 2025, buying an estimated $19.4K and bringing the position to 11,054 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #576.

Congress Wealth Management first reported a position in STZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.01M in Q1 2025. 1,131 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Congress Wealth Management held 11,054 shares of Constellation Brands worth $1.8M as of Q2 2025.
  • Congress Wealth Management bought 108 Constellation Brands shares in Q2 2025, an estimated $19.4K.
  • Constellation Brands made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #576 holding.
  • Congress Wealth Management first reported a position in Constellation Brands in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Constellation Brands position peaked at $2.01M in Q1 2025.
  • 1,131 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.