FCA
STZ icon

Fortis Capital Advisors’s Constellation Brands STZ Stock Holding History

Fortis Capital Advisors’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
-5,839
Closed -$1.41M – 293
2024
Q4 		$1.41M Buy
5,839
+799
+16% +$190K 0.48% 44
2024
Q3 		$1.3M Sell
5,040
-288
-5% -$71.4K 0.43% 46
2024
Q2 		$1.37M Buy
5,328
+3,181
+148% +$818K 0.49% 36
2024
Q1 		$583K Buy
+2,147
New +$543K 0.25% 73
2023
Q3 		– Sell
-988
Closed -$243K – 118
2023
Q2 		$243K Buy
+988
New +$231K 0.14% 93

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

Fortis Capital Advisors's STZ Position: Q1 2025 in Review

Fortis Capital Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 5,839 shares — an estimated $1.41M sold.

Fortis Capital Advisors first reported a position in STZ in Q2 2023 and held it in 5 quarters. The position peaked at $1.41M in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Fortis Capital Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 5,839 Constellation Brands shares in Q1 2025, an estimated $1.41M.
  • Fortis Capital Advisors first reported a position in Constellation Brands in Q2 2023 and held it in 5 quarters.
  • Fortis Capital Advisors's Constellation Brands position peaked at $1.41M in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Fortis Capital Advisors's 13F filing for Q1 2025, filed 20 May 2025.