Financial Counselors Inc’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,634
| Closed | -$300K | – | 463 |
|
|
2025
Q1 | $300K | Sell |
1,634
-21,251
| -93% | -$3.86M | ﹤0.01% | 508 |
|
|
2024
Q4 | $5.06M | Sell |
22,885
-1,459
| -6% | -$347K | 0.07% | 195 |
|
|
2024
Q3 | $6.27M | Buy |
24,344
+233
| +1% | +$57.8K | 0.09% | 176 |
|
|
2024
Q2 | $6.2M | Sell |
24,111
-326
| -1% | -$83.8K | 0.1% | 167 |
|
|
2024
Q1 | $6.64M | Buy |
24,437
+32
| +0.1% | +$8.1K | 0.11% | 164 |
|
|
2023
Q4 | $5.9M | Sell |
24,405
-2,947
| -11% | -$701K | 0.11% | 170 |
|
|
2023
Q3 | $6.87M | Buy |
27,352
+4,977
| +22% | +$1.3M | 0.14% | 151 |
|
|
2023
Q2 | $5.51M | Buy |
22,375
+3,371
| +18% | +$789K | 0.11% | 166 |
|
|
2023
Q1 | $4.29M | Sell |
19,004
-888
| -4% | -$198K | 0.09% | 182 |
|
|
2022
Q4 | $4.61M | Sell |
19,892
-54
| -0.3% | -$12.9K | 0.1% | 175 |
|
|
2022
Q3 | $4.58M | Buy |
19,946
+822
| +4% | +$200K | 0.11% | 170 |
|
|
2022
Q2 | $4.46M | Buy |
19,124
+433
| +2% | +$105K | 0.1% | 177 |
|
|
2022
Q1 | $4.3M | Sell |
18,691
-4,911
| -21% | -$1.13M | 0.09% | 190 |
|
|
2021
Q4 | $5.92M | Buy |
23,602
+4,553
| +24% | +$1.04M | 0.12% | 166 |
|
|
2021
Q3 | $4.01M | Sell |
19,049
-360
| -2% | -$78.6K | 0.09% | 204 |
|
|
2021
Q2 | $4.54M | Buy |
19,409
+715
| +4% | +$168K | 0.1% | 191 |
|
|
2021
Q1 | $4.26M | Buy |
18,694
+13,116
| +235% | +$2.96M | 0.1% | 188 |
|
|
2020
Q4 | $1.22M | Sell |
5,578
-188
| -3% | -$37K | 0.03% | 284 |
|
|
2020
Q3 | $1.09M | Sell |
5,766
-18,353
| -76% | -$3.35M | 0.03% | 278 |
|
|
2020
Q2 | $4.22M | Buy |
24,119
+20,998
| +673% | +$3.5M | 0.14% | 163 |
|
|
2020
Q1 | $447K | Sell |
3,121
-1,516
| -33% | -$267K | 0.02% | 321 |
|
|
2019
Q4 | $880K | Sell |
4,637
-8,370
| -64% | -$1.58M | 0.03% | 292 |
|
|
2019
Q3 | $2.7M | Sell |
13,007
-1,011
| -7% | -$203K | 0.11% | 191 |
|
|
2019
Q2 | $2.76M | Sell |
14,018
-4,709
| -25% | -$919K | 0.11% | 187 |
|
|
2019
Q1 | $3.28M | Buy |
18,727
+8,290
| +79% | +$1.4M | 0.14% | 162 |
|
|
2018
Q4 | $1.68M | Sell |
10,437
-459
| -4% | -$91.2K | 0.08% | 216 |
|
|
2018
Q3 | $2.35M | Buy |
10,896
+1,493
| +16% | +$317K | 0.1% | 196 |
|
|
2018
Q2 | $2.06M | Buy |
9,403
+1,022
| +12% | +$231K | 0.1% | 205 |
|
|
2018
Q1 | $1.91M | Buy |
8,381
+102
| +1% | +$22.5K | 0.09% | 209 |
|
|
2017
Q4 | $1.89M | Sell |
8,279
-78
| -0.9% | -$16.9K | 0.09% | 221 |
|
|
2017
Q3 | $1.67M | Sell |
8,357
-102
| -1% | -$20.2K | 0.08% | 233 |
|
|
2017
Q2 | $1.64M | Sell |
8,459
-75
| -0.9% | -$13.3K | 0.08% | 232 |
|
|
2017
Q1 | $1.38M | Buy |
8,534
+1,187
| +16% | +$185K | 0.07% | 245 |
|
|
2016
Q4 | $1.13M | Buy |
+7,347
| New | +$1.17M | 0.06% | 262 |
|
|
2016
Q2 | $2.31M | Sell |
13,963
-1,873
| -12% | -$293K | 0.14% | 177 |
|
|
2016
Q1 | $2.39M | Sell |
15,836
-1,677
| -10% | -$242K | 0.15% | 178 |
|
|
2015
Q4 | $2.5M | Buy |
17,513
+794
| +5% | +$109K | 0.16% | 170 |
|
|
2015
Q3 | $2.09M | Buy |
+16,719
| New | +$2.06M | 0.14% | 175 |
|
Other funds holding STZ
Financial Counselors Inc's STZ Position: Q2 2025 in Review
Financial Counselors Inc sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,634 shares — an estimated $300K sold.
Financial Counselors Inc first reported a position in STZ in Q3 2015 and held it in 38 quarters. The position peaked at $6.87M in Q3 2023. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.
- Financial Counselors Inc reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
- Financial Counselors Inc sold 1,634 Constellation Brands shares in Q2 2025, an estimated $300K.
- Financial Counselors Inc first reported a position in Constellation Brands in Q3 2015 and held it in 38 quarters.
- Financial Counselors Inc's Constellation Brands position peaked at $6.87M in Q3 2023.
- 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.
Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.