First National Advisers’s Constellation Brands STZ Stock Holding History

First National Advisers’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	-1,586	Closed	-$291K	–	225
2025 Q1	$291K	Sell	1,586 -11,202	-88%	-$2.04M	0.05%	194
2024 Q4	$2.83M	Buy	12,788 +565	+5%	+$134K	0.46%	68
2024 Q3	$3.15M	Buy	12,223 +3,254	+36%	+$807K	0.5%	58
2024 Q2	$2.31M	Buy	8,969 +314	+4%	+$80.8K	0.42%	74
2024 Q1	$2.19M	Buy	8,655 +125	+1%	+$31.6K	0.49%	64
2023 Q4	$2.06M	Buy	8,530 +2,663	+45%	+$633K	0.59%	58
2023 Q3	$1.47M	Buy	5,867 +2,436	+71%	+$636K	0.66%	50
2023 Q2	$845K	Sell	3,431 -51	-1%	-$11.9K	0.78%	45
2023 Q1	$787K	Buy	3,482 +73	+2%	+$16.2K	0.89%	43
2022 Q4	$790K	Buy	3,409 +360	+12%	+$86.2K	1.01%	32
2022 Q3	$700K	Buy	3,049 +841	+38%	+$205K	1.04%	29
2022 Q2	$515K	Buy	+2,208	New	+$537K	1.07%	32

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

First National Advisers's STZ Position: Q2 2025 in Review

First National Advisers sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,586 shares — an estimated $291K sold.

First National Advisers first reported a position in STZ in Q2 2022 and held it in 12 quarters. The position peaked at $3.15M in Q3 2024. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

First National Advisers reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
First National Advisers sold 1,586 Constellation Brands shares in Q2 2025, an estimated $291K.
First National Advisers first reported a position in Constellation Brands in Q2 2022 and held it in 12 quarters.
First National Advisers's Constellation Brands position peaked at $3.15M in Q3 2024.
1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on First National Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.