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Integrated Advisors Network’s Constellation Brands STZ Stock Holding History

Integrated Advisors Network’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
-1,217
Closed -$223K – 800
2025
Q1 		$223K Buy
+1,217
New +$221K 0.01% 664
2024
Q4 		– Sell
-955
Closed -$246K – 757
2024
Q3 		$246K Buy
955
+2
+0.2% +$496 0.01% 645
2024
Q2 		$245K Sell
953
-123
-11% -$31.6K 0.01% 614
2024
Q1 		$292K Sell
1,076
-118
-10% -$29.9K 0.01% 604
2023
Q4 		$289K Buy
1,194
+55
+5% +$13.1K 0.02% 567
2023
Q3 		$286K Sell
1,139
-5
-0.4% -$1.3K 0.02% 551
2023
Q2 		$282K Sell
1,144
-18
-2% -$4.21K 0.02% 560
2023
Q1 		$262K Buy
1,162
+259
+29% +$57.6K 0.02% 576
2022
Q4 		$209K Buy
+903
New +$216K 0.01% 585

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

Integrated Advisors Network's STZ Position: Q2 2025 in Review

Integrated Advisors Network sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,217 shares — an estimated $223K sold.

Integrated Advisors Network first reported a position in STZ in Q4 2022 and held it in 9 quarters. The position peaked at $292K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Integrated Advisors Network reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 1,217 Constellation Brands shares in Q2 2025, an estimated $223K.
  • Integrated Advisors Network first reported a position in Constellation Brands in Q4 2022 and held it in 9 quarters.
  • Integrated Advisors Network's Constellation Brands position peaked at $292K in Q1 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Integrated Advisors Network's 13F filing for Q2 2025, filed 12 Aug 2025.