Hubbell Strickland Wealth Management’s Constellation Brands STZ Stock Holding History

Hubbell Strickland Wealth Management’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	-917	Closed	-$203K	–	84
2024 Q4	$203K	Hold	917	–	–	0.1%	76
2024 Q3	$236K	Hold	917	–	–	0.11%	64
2024 Q2	$236K	Sell	917 -30	-3%	-$7.72K	0.12%	65
2024 Q1	$257K	Sell	947 -30	-3%	-$7.59K	0.13%	61
2023 Q4	$236K	Hold	977	–	–	0.13%	63
2023 Q3	$246K	Hold	977	–	–	0.15%	61
2023 Q2	$241K	Hold	977	–	–	0.14%	63
2023 Q1	$221K	Sell	977 -505	-34%	-$112K	0.13%	61
2022 Q4	$343K	Buy	1,482 +579	+64%	+$139K	0.21%	48
2022 Q3	$207K	Buy	903 +3	+0.3%	+$731	0.14%	56
2022 Q2	$210K	Buy	+900	New	+$219K	0.14%	58

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

Hubbell Strickland Wealth Management's STZ Position: Q1 2025 in Review

Hubbell Strickland Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 917 shares — an estimated $203K sold.

Hubbell Strickland Wealth Management first reported a position in STZ in Q2 2022 and held it in 11 quarters. The position peaked at $343K in Q4 2022. 1,176 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Hubbell Strickland Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Hubbell Strickland Wealth Management sold 917 Constellation Brands shares in Q1 2025, an estimated $203K.
Hubbell Strickland Wealth Management first reported a position in Constellation Brands in Q2 2022 and held it in 11 quarters.
Hubbell Strickland Wealth Management's Constellation Brands position peaked at $343K in Q4 2022.
1,176 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.