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Global Financial Private Client’s Constellation Brands STZ Stock Holding History

Global Financial Private Client’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
-68
Closed -$12.5K – 1415
2025
Q1 		$12.5K Sell
68
-33
-33% -$6K ﹤0.01% 534
2024
Q4 		$22.3K Hold
101
– – 0.01% 413
2024
Q3 		$26K Buy
+101
New +$25K 0.01% 393

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Global Financial Private Client's STZ Position: Q2 2025 in Review

Global Financial Private Client sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 68 shares — an estimated $12.5K sold.

Global Financial Private Client first reported a position in STZ in Q3 2024 and held it in 3 quarters. The position peaked at $26K in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Global Financial Private Client reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 68 Constellation Brands shares in Q2 2025, an estimated $12.5K.
  • Global Financial Private Client first reported a position in Constellation Brands in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Constellation Brands position peaked at $26K in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.