FSA Wealth Management’s Constellation Brands STZ Stock Holding History

FSA Wealth 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 Q3	$9.58K	Hold	71	–	–	﹤0.01%	311
2025 Q2	$11.5K	Buy	71 +1	+1%	+$179	﹤0.01%	274
2025 Q1	$12.9K	Hold	70	–	–	0.01%	255
2024 Q4	$15.4K	Sell	70 -93	-57%	-$22.1K	0.01%	257
2024 Q3	$41.9K	Buy	+163	New	+$40.4K	0.02%	170
2024 Q1	$18.8K	Buy	69 +26	+60%	+$6.58K	0.01%	256
2023 Q4	$10K	Buy	+43	New	+$10.2K	﹤0.01%	328

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

FSA Wealth Management's STZ Position: Q3 2025 in Review

FSA Wealth Management held its Constellation Brands (STZ) position steady in Q3 2025 at 71 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

FSA Wealth Management first reported a position in STZ in Q4 2023 and has held it in 7 quarters since. The position peaked at $41.9K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

FSA Wealth Management held 71 shares of Constellation Brands worth $9.58K as of Q3 2025.
FSA Wealth Management left its Constellation Brands share count unchanged in Q3 2025.
Constellation Brands made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #311 holding.
FSA Wealth Management first reported a position in Constellation Brands in Q4 2023 and has held it in 7 quarters since.
FSA Wealth Management's Constellation Brands position peaked at $41.9K in Q3 2024.
1,041 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.