Diversify Advisory Services’s Constellation Brands STZ Stock Holding History

Diversify Advisory Services’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
2026 Q1	–	Sell	-2,058	Closed	-$322K	–	783
2025 Q4	$322K	Sell	2,058 -41	-2%	-$5.63K	0.01%	738
2025 Q3	$275K	Buy	2,099 +480	+30%	+$76.4K	0.01%	755
2025 Q2	$275K	Buy	+1,619	New	+$290K	0.01%	704
2025 Q1	–	Sell	-4,557	Closed	-$829K	–	689
2024 Q4	$829K	Sell	4,557 -95	-2%	-$22.6K	0.05%	257
2024 Q3	$1.12M	Buy	4,652 +1,075	+30%	+$266K	0.06%	237
2024 Q2	$902K	Buy	3,577 +1,806	+102%	+$464K	0.05%	264
2024 Q1	$471K	Buy	+1,771	New	+$448K	0.03%	443

Other funds holding STZ

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return