Insigneo Advisory Services’s Constellation Brands STZ Stock Holding History

Insigneo Advisory Services’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 Q3	–	Sell	-1,343	Closed	-$219K	–	775
2025 Q2	$219K	Buy	1,343 +234	+21%	+$42K	0.02%	545
2025 Q1	$203K	Buy	+1,109	New	+$201K	0.02%	521
2023 Q1	–	Sell	-863	Closed	-$200K	–	294
2022 Q4	$200K	Buy	+863	New	+$207K	0.08%	251

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Insigneo Advisory Services's STZ Position: Q3 2025 in Review

Insigneo Advisory Services sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,343 shares — an estimated $219K sold.

Insigneo Advisory Services first reported a position in STZ in Q4 2022 and held it in 3 quarters. The position peaked at $219K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

Insigneo Advisory Services reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
Insigneo Advisory Services sold 1,343 Constellation Brands shares in Q3 2025, an estimated $219K.
Insigneo Advisory Services first reported a position in Constellation Brands in Q4 2022 and held it in 3 quarters.
Insigneo Advisory Services's Constellation Brands position peaked at $219K in Q2 2025.
1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Insigneo Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.