HW
STZ icon

Hedeker Wealth’s Constellation Brands STZ Stock Holding History

Hedeker Wealth’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
-14,743
Closed -$2.71M – 93
2025
Q1 		$2.71M Sell
14,743
-1,383
-9% -$251K 0.73% 44
2024
Q4 		$3.56M Buy
16,126
+100
+0.6% +$23.8K 0.89% 39
2024
Q3 		$4.13M Buy
16,026
+255
+2% +$63.2K 1.09% 38
2024
Q2 		$4.06M Sell
15,771
-581
-4% -$149K 1.18% 31
2024
Q1 		$4.44M Sell
16,352
-4,208
-20% -$1.06M 1.28% 29
2023
Q4 		$4.97M Sell
20,560
-736
-3% -$175K 1.57% 22
2023
Q3 		$5.35M Buy
21,296
+787
+4% +$205K 1.86% 18
2023
Q2 		$5.05M Buy
20,509
+3,537
+21% +$828K 1.68% 16
2023
Q1 		$3.83M Sell
16,972
-86
-0.5% -$19.1K 1.36% 25
2022
Q4 		$3.95M Sell
17,058
-22
-0.1% -$5.27K 1.48% 20
2022
Q3 		$3.92M Buy
17,080
+599
+4% +$146K 1.53% 27
2022
Q2 		$3.95M Sell
16,481
-3,279
-17% -$798K 1.36% 24
2022
Q1 		$4.55M Buy
19,760
+7,441
+60% +$1.72M 1.38% 32
2021
Q4 		$3.09M Sell
12,319
-103
-0.8% -$23.5K 0.9% 47
2021
Q3 		$2.62M Buy
12,422
+3,338
+37% +$729K 0.81% 48
2021
Q2 		$2.12M Buy
+9,084
New +$2.13M 0.66% 56

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

Hedeker Wealth's STZ Position: Q2 2025 in Review

Hedeker Wealth sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 14,743 shares — an estimated $2.71M sold.

Hedeker Wealth first reported a position in STZ in Q2 2021 and held it in 16 quarters. The position peaked at $5.35M in Q3 2023. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Hedeker Wealth reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Hedeker Wealth sold 14,743 Constellation Brands shares in Q2 2025, an estimated $2.71M.
  • Hedeker Wealth first reported a position in Constellation Brands in Q2 2021 and held it in 16 quarters.
  • Hedeker Wealth's Constellation Brands position peaked at $5.35M in Q3 2023.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Hedeker Wealth's 13F filing for Q2 2025, filed 8 Aug 2025.