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Delta Financial Advisors’s Constellation Brands STZ Stock Holding History

Delta Financial Advisors’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
Q4 		– Sell
-3,814
Closed -$514K – 151
2025
Q3 		$514K Sell
3,814
-19
-0.5% -$3.02K 0.15% 109
2025
Q2 		$624K Sell
3,833
-91
-2% -$16.3K 0.22% 81
2025
Q1 		$720K Buy
3,924
+21
+0.5% +$3.81K 0.27% 80
2024
Q4 		$863K Sell
3,903
-1,030
-21% -$245K 0.32% 74
2024
Q3 		$1.27M Buy
4,933
+171
+4% +$42.4K 0.46% 64
2024
Q2 		$1.23M Buy
4,762
+6
+0.1% +$1.54K 0.47% 64
2024
Q1 		$1.29M Buy
4,756
+570
+14% +$144K 0.51% 65
2023
Q4 		$1.01M Buy
4,186
+3
+0.1% +$713 0.44% 68
2023
Q3 		$1.05M Buy
4,183
+3
+0.1% +$783 0.47% 67
2023
Q2 		$1.03M Buy
4,180
+388
+10% +$90.8K 0.45% 67
2023
Q1 		$857K Sell
3,792
-97
-2% -$21.6K 0.41% 75
2022
Q4 		$901K Buy
3,889
+1
+0% +$239 0.44% 72
2022
Q3 		$893K Buy
3,888
+2
+0.1% +$487 0.47% 69
2022
Q2 		$906K Buy
3,886
+1
+0% +$243 0.45% 72
2022
Q1 		$895K Buy
3,885
+2
+0.1% +$462 0.38% 76
2021
Q4 		$975K Buy
3,883
+81
+2% +$18.5K 0.4% 72
2021
Q3 		$801K Buy
3,802
+116
+3% +$25.3K 0.36% 82
2021
Q2 		$862K Buy
3,686
+464
+14% +$109K 0.38% 79
2021
Q1 		$735K Buy
3,222
+1,013
+46% +$228K 0.34% 82
2020
Q4 		$484K Buy
2,209
+28
+1% +$5.5K 0.24% 91
2020
Q3 		$413K Sell
2,181
-648
-23% -$118K 0.23% 93
2020
Q2 		$495K Buy
+2,829
New +$471K 0.29% 85
2020
Q1 		– Sell
-1,666
Closed -$316K – 109
2019
Q4 		$316K Sell
1,666
-7
-0.4% -$1.32K 0.12% 104
2019
Q3 		$347K Buy
1,673
+1
+0.1% +$201 0.14% 107
2019
Q2 		$329K Buy
+1,672
New +$326K 0.14% 106

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delta Financial Advisors's STZ Position: Q4 2025 in Review

Delta Financial Advisors sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 3,814 shares — an estimated $514K sold.

Delta Financial Advisors first reported a position in STZ in Q2 2019 and held it in 25 quarters. The position peaked at $1.29M in Q1 2024. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Delta Financial Advisors reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Delta Financial Advisors sold 3,814 Constellation Brands shares in Q4 2025, an estimated $514K.
  • Delta Financial Advisors first reported a position in Constellation Brands in Q2 2019 and held it in 25 quarters.
  • Delta Financial Advisors's Constellation Brands position peaked at $1.29M in Q1 2024.
  • 1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Delta Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.