Heritage Wealth Advisors’s Constellation Brands STZ Stock Holding History

Heritage Wealth 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	-20	Closed	-$4.42K	–	641
2024 Q4	$4.42K	Buy	20 +4	+25%	+$950	﹤0.01%	505
2024 Q3	$4.12K	Sell	16 -134	-89%	-$33.2K	﹤0.01%	499
2024 Q2	$38.6K	Hold	150	–	–	﹤0.01%	335
2024 Q1	$40.8K	Hold	150	–	–	﹤0.01%	346
2023 Q4	$36.3K	Hold	150	–	–	﹤0.01%	363
2023 Q3	$37.7K	Sell	150 -16	-10%	-$4.18K	﹤0.01%	325
2023 Q2	$40.9K	Buy	166 +16	+11%	+$3.74K	﹤0.01%	339
2023 Q1	$33.9K	Hold	150	–	–	﹤0.01%	359
2022 Q4	$34.8K	Hold	150	–	–	﹤0.01%	366
2022 Q3	$34.5K	Sell	150 -80	-35%	-$19.5K	﹤0.01%	330
2022 Q2	$54K	Buy	230 +80	+53%	+$19.5K	﹤0.01%	320
2022 Q1	$35K	Hold	150	–	–	﹤0.01%	351
2021 Q4	$38K	Hold	150	–	–	﹤0.01%	351
2021 Q3	$31.6K	Hold	150	–	–	﹤0.01%	361
2021 Q2	$35.1K	Hold	150	–	–	﹤0.01%	355
2021 Q1	$34.2K	Hold	150	–	–	﹤0.01%	368
2020 Q4	$33K	Hold	150	–	–	﹤0.01%	362
2020 Q3	$28.4K	Hold	150	–	–	﹤0.01%	320
2020 Q2	$26.2K	Hold	150	–	–	﹤0.01%	307
2020 Q1	$21.5K	Sell	150 -306	-67%	-$54K	﹤0.01%	316
2019 Q4	$86.5K	Buy	+456	New	+$86.1K	0.01%	244

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's STZ Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 20 shares — an estimated $4.42K sold.

Heritage Wealth Advisors first reported a position in STZ in Q4 2019 and held it in 21 quarters. The position peaked at $86.5K in Q4 2019. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Heritage Wealth Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 20 Constellation Brands shares in Q1 2025, an estimated $4.42K.
Heritage Wealth Advisors first reported a position in Constellation Brands in Q4 2019 and held it in 21 quarters.
Heritage Wealth Advisors's Constellation Brands position peaked at $86.5K in Q4 2019.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.