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Global Wealth Management Investment Advisory’s Constellation Brands STZ Stock Holding History

Global Wealth Management Investment Advisory’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
-9,238
Closed -$2.04M – 148
2024
Q4 		$2.04M Buy
9,238
+1,514
+20% +$360K 0.42% 70
2024
Q3 		$1.99M Buy
7,724
+2,076
+37% +$515K 0.43% 68
2024
Q2 		$1.45M Buy
5,648
+103
+2% +$26.5K 0.34% 76
2024
Q1 		$1.51M Buy
5,545
+5,350
+2,744% +$1.35M 0.37% 71
2023
Q4 		$47.1K Hold
195
– – 0.01% 194
2023
Q3 		$49K Hold
195
– – 0.01% 195
2023
Q2 		$48K Buy
+195
New +$45.6K 0.01% 196
2022
Q3 		– Sell
-221
Closed -$52K – 428
2022
Q2 		$52K Sell
221
-4,119
-95% -$1M 0.02% 175
2022
Q1 		$1M Buy
4,340
+276
+7% +$63.7K 0.3% 82
2021
Q4 		$1.02M Buy
4,064
+640
+19% +$146K 0.31% 85
2021
Q3 		$721K Buy
3,424
+524
+18% +$114K 0.23% 91
2021
Q2 		$678K Buy
2,900
+97
+3% +$22.8K 0.23% 89
2021
Q1 		$639K Buy
2,803
+329
+13% +$74.1K 0.23% 87
2020
Q4 		$542K Buy
2,474
+290
+13% +$57K 0.21% 86
2020
Q3 		$414K Buy
2,184
+225
+11% +$41K 0.18% 87
2020
Q2 		$343K Buy
1,959
+457
+30% +$76.1K 0.15% 94
2020
Q1 		$215K Buy
1,502
+93
+7% +$16.4K 0.11% 102
2019
Q4 		$267K Buy
1,409
+29
+2% +$5.48K 0.11% 102
2019
Q3 		$286K Sell
1,380
-494
-26% -$99.2K 0.13% 93
2019
Q2 		$369K Buy
1,874
+18
+1% +$3.51K 0.18% 85
2019
Q1 		$325K Sell
1,856
-3,612
-66% -$608K 0.17% 90
2018
Q4 		$879K Buy
+5,468
New +$1.09M 0.51% 66

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

Global Wealth Management Investment Advisory's STZ Position: Q1 2025 in Review

Global Wealth Management Investment Advisory sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 9,238 shares — an estimated $2.04M sold.

Global Wealth Management Investment Advisory first reported a position in STZ in Q4 2018 and held it in 22 quarters. The position peaked at $2.04M in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Global Wealth Management Investment Advisory reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 9,238 Constellation Brands shares in Q1 2025, an estimated $2.04M.
  • Global Wealth Management Investment Advisory first reported a position in Constellation Brands in Q4 2018 and held it in 22 quarters.
  • Global Wealth Management Investment Advisory's Constellation Brands position peaked at $2.04M in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2025, filed 29 Apr 2025.