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Heck Capital Advisors’s Constellation Brands STZ Stock Holding History

Heck Capital 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
Q1 		– Sell
-7
Closed -$1.55K – 719
2024
Q4 		$1.55K Buy
+7
New +$1.66K ﹤0.01% 669

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 $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's STZ Position: Q1 2025 in Review

Heck Capital Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 7 shares — an estimated $1.55K sold.

Heck Capital Advisors first reported a position in STZ in Q4 2024 and held it in 1 quarter. The position peaked at $1.55K in Q4 2024. 1,178 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Heck Capital Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 7 Constellation Brands shares in Q1 2025, an estimated $1.55K.
  • Heck Capital Advisors first reported a position in Constellation Brands in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Constellation Brands position peaked at $1.55K in Q4 2024.
  • 1,178 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.