Fairfield Financial Advisors’s Constellation Brands STZ Stock Holding History

Fairfield 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 Q1	–	Sell	-222	Closed	-$49.2K	–	180
2024 Q4	$49.2K	Buy	222 +1	+0.5%	+$238	0.02%	118
2024 Q3	$57.1K	Hold	221	–	–	0.02%	121
2024 Q2	$56.8K	Buy	+221	New	+$56.8K	0.02%	118
2023 Q4	$52.9K	Buy	219 +1	+0.5%	+$238	0.02%	132
2023 Q3	$54.8K	Buy	218 +1	+0.5%	+$261	0.02%	123
2023 Q2	$53.5K	Hold	217	–	–	0.02%	125
2023 Q1	$48.7K	Buy	217 +1	+0.5%	+$223	0.02%	149
2022 Q4	$50K	Buy	216 +1	+0.5%	+$239	0.02%	128
2022 Q3	$49.4K	Buy	215 +1	+0.5%	+$244	0.02%	116
2022 Q2	$50K	Hold	214	–	–	0.02%	113
2022 Q1	$49.2K	Buy	+214	New	+$49.4K	0.02%	126

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fairfield Financial Advisors's STZ Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 222 shares — an estimated $49.2K sold.

Fairfield Financial Advisors first reported a position in STZ in Q1 2022 and held it in 11 quarters. The position peaked at $57.1K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Fairfield Financial Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Fairfield Financial Advisors sold 222 Constellation Brands shares in Q1 2025, an estimated $49.2K.
Fairfield Financial Advisors first reported a position in Constellation Brands in Q1 2022 and held it in 11 quarters.
Fairfield Financial Advisors's Constellation Brands position peaked at $57.1K in Q3 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.