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FFT Wealth Management’s Constellation Brands STZ Stock Holding History

FFT Wealth Management’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
-954
Closed -$211K – 180
2024
Q4 		$211K Buy
954
+7
+0.7% +$1.66K 0.02% 176
2024
Q3 		$244K Buy
947
+29
+3% +$7.19K 0.02% 154
2024
Q2 		$236K Buy
918
+2
+0.2% +$514 0.02% 141
2024
Q1 		$249K Buy
+916
New +$232K 0.02% 136

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FFT Wealth Management's STZ Position: Q1 2025 in Review

FFT Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 954 shares — an estimated $211K sold.

FFT Wealth Management first reported a position in STZ in Q1 2024 and held it in 4 quarters. The position peaked at $249K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • FFT Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 954 Constellation Brands shares in Q1 2025, an estimated $211K.
  • FFT Wealth Management first reported a position in Constellation Brands in Q1 2024 and held it in 4 quarters.
  • FFT Wealth Management's Constellation Brands position peaked at $249K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.