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Family Legacy Financial Solutions’s Constellation Brands STZ Stock Holding History

Family Legacy Financial Solutions’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
-12
Closed -$1.68K – 208
2025
Q3 		$1.68K Hold
12
– – ﹤0.01% 226
2025
Q2 		$2.01K Buy
+12
New +$2.15K ﹤0.01% 203

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

Family Legacy Financial Solutions's STZ Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 12 shares — an estimated $1.68K sold.

Family Legacy Financial Solutions first reported a position in STZ in Q2 2025 and held it in 2 quarters. The position peaked at $2.01K in Q2 2025. 1,038 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 12 Constellation Brands shares in Q4 2025, an estimated $1.68K.
  • Family Legacy Financial Solutions first reported a position in Constellation Brands in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Constellation Brands position peaked at $2.01K in Q2 2025.
  • 1,038 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.