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Foundations Investment Advisors’s Constellation Brands STZ Stock Holding History

Foundations Investment 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
Q4 		– Sell
-1,731
Closed -$233K – 1185
2025
Q3 		$233K Buy
+1,731
New +$275K ﹤0.01% 943

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foundations Investment Advisors's STZ Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 1,731 shares — an estimated $233K sold.

Foundations Investment Advisors first reported a position in STZ in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 1,039 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,731 Constellation Brands shares in Q4 2025, an estimated $233K.
  • Foundations Investment Advisors first reported a position in Constellation Brands in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Constellation Brands position peaked at $233K in Q3 2025.
  • 1,039 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.