Daymark Wealth Partners’s Constellation Brands STZ Stock Holding History

Daymark Wealth Partners’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	-1,497	Closed	-$275K	–	571
2025 Q1	$275K	Sell	1,497 -3,778	-72%	-$686K	0.01%	432
2024 Q4	$1.17M	Sell	5,275 -261	-5%	-$62K	0.05%	219
2024 Q3	$1.43M	Buy	5,536 +719	+15%	+$178K	0.06%	197
2024 Q2	$1.24M	Buy	4,817 +212	+5%	+$54.5K	0.06%	210
2024 Q1	$1.25M	Sell	4,605 -44	-0.9%	-$11.1K	0.07%	175
2023 Q4	$1.12M	Buy	4,649 +3,206	+222%	+$762K	0.07%	174
2023 Q3	$363K	Sell	1,443 -150	-9%	-$39.2K	0.03%	275
2023 Q2	$392K	Buy	1,593 +659	+71%	+$154K	0.03%	264
2023 Q1	$211K	Buy	+934	New	+$208K	0.03%	276

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

Daymark Wealth Partners's STZ Position: Q2 2025 in Review

Daymark Wealth Partners sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,497 shares — an estimated $275K sold.

Daymark Wealth Partners first reported a position in STZ in Q1 2023 and held it in 9 quarters. The position peaked at $1.43M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Daymark Wealth Partners reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Daymark Wealth Partners sold 1,497 Constellation Brands shares in Q2 2025, an estimated $275K.
Daymark Wealth Partners first reported a position in Constellation Brands in Q1 2023 and held it in 9 quarters.
Daymark Wealth Partners's Constellation Brands position peaked at $1.43M in Q3 2024.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Daymark Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.