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Game Plan Financial Advisors’s Constellation Brands STZ Stock Holding History

Game Plan Financial 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
Q3 		– Sell
-10
Closed -$1.63K – 365
2025
Q2 		$1.63K Hold
10
– – ﹤0.01% 285
2025
Q1 		$1.83K Hold
10
– – ﹤0.01% 283
2024
Q4 		$2.21K Hold
10
– – ﹤0.01% 286
2024
Q3 		$2.58K Hold
10
– – ﹤0.01% 302
2024
Q2 		$2.57K Hold
10
– – ﹤0.01% 296
2024
Q1 		$2.72K Hold
10
– – ﹤0.01% 331
2023
Q4 		$2.42K Buy
+10
New +$2.38K ﹤0.01% 332

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Game Plan Financial Advisors's STZ Position: Q3 2025 in Review

Game Plan Financial Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 10 shares — an estimated $1.63K sold.

Game Plan Financial Advisors first reported a position in STZ in Q4 2023 and held it in 7 quarters. The position peaked at $2.72K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Game Plan Financial Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 10 Constellation Brands shares in Q3 2025, an estimated $1.63K.
  • Game Plan Financial Advisors first reported a position in Constellation Brands in Q4 2023 and held it in 7 quarters.
  • Game Plan Financial Advisors's Constellation Brands position peaked at $2.72K in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Game Plan Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.