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Financial Advocates Investment Management’s Constellation Brands STZ Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-1,194
Closed -$219K – 766
2025
Q1 		$219K Sell
1,194
-482
-29% -$87.6K 0.02% 654
2024
Q4 		$370K Sell
1,676
-6
-0.4% -$1.43K 0.02% 546
2024
Q3 		$433K Buy
1,682
+2
+0.1% +$496 0.02% 501
2024
Q2 		$432K Buy
1,680
+87
+5% +$22.4K 0.03% 466
2024
Q1 		$433K Sell
1,593
-168
-10% -$42.5K 0.03% 490
2023
Q4 		$426K Sell
1,761
-51
-3% -$12.1K 0.03% 461
2023
Q3 		$456K Buy
1,812
+2
+0.1% +$522 0.03% 435
2023
Q2 		$446K Sell
1,810
-160
-8% -$37.4K 0.03% 430
2023
Q1 		$445K Sell
1,970
-280
-12% -$62.3K 0.03% 451
2022
Q4 		$521K Sell
2,250
-4,185
-65% -$1M 0.04% 443
2022
Q3 		$922K Buy
6,435
+4,412
+218% +$1.08M 0.08% 267
2022
Q2 		$472K Sell
2,023
-19
-0.9% -$4.62K 0.04% 411
2022
Q1 		$470K Sell
2,042
-38
-2% -$8.78K 0.03% 459
2021
Q4 		$522K Buy
2,080
+36
+2% +$8.2K 0.03% 477
2021
Q3 		$430K Sell
2,044
-2,894
-59% -$632K 0.03% 512
2021
Q2 		$580K Buy
4,938
+2,803
+131% +$658K 0.04% 450
2021
Q1 		$487K Buy
2,135
+46
+2% +$10.4K 0.03% 489
2020
Q4 		$458K Buy
2,089
+101
+5% +$19.9K 0.03% 466
2020
Q3 		$377K Sell
1,988
-25
-1% -$4.56K 0.03% 426
2020
Q2 		$353K Buy
+2,013
New +$335K 0.03% 426
2020
Q1 		– Sell
-1,335
Closed -$254K – 539
2019
Q4 		$254K Buy
1,335
+1
+0.1% +$189 0.03% 429
2019
Q3 		$276K Buy
1,334
+58
+5% +$11.6K 0.03% 394
2019
Q2 		$252K Buy
1,276
+76
+6% +$14.8K 0.03% 399
2019
Q1 		$210K Buy
+1,200
New +$202K 0.03% 430

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Financial Advocates Investment Management's STZ Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,194 shares — an estimated $219K sold.

Financial Advocates Investment Management first reported a position in STZ in Q1 2019 and held it in 24 quarters. The position peaked at $922K in Q3 2022. 1,131 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,194 Constellation Brands shares in Q2 2025, an estimated $219K.
  • Financial Advocates Investment Management first reported a position in Constellation Brands in Q1 2019 and held it in 24 quarters.
  • Financial Advocates Investment Management's Constellation Brands position peaked at $922K in Q3 2022.
  • 1,131 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.