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Iron Horse Wealth Management’s Constellation Brands STZ Stock Holding History

Iron Horse 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
Q2 		$3.42K Hold
21
– – ﹤0.01% 419
2025
Q1 		$3.85K Buy
+21
New +$3.81K ﹤0.01% 396

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

Iron Horse Wealth Management's STZ Position: Q2 2025 in Review

Iron Horse Wealth Management held its Constellation Brands (STZ) position steady in Q2 2025 at 21 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Iron Horse Wealth Management first reported a position in STZ in Q1 2025 and has held it in 2 quarters since. The position peaked at $3.85K in Q1 2025. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Iron Horse Wealth Management held 21 shares of Constellation Brands worth $3.42K as of Q2 2025.
  • Iron Horse Wealth Management left its Constellation Brands share count unchanged in Q2 2025.
  • Constellation Brands made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #419 holding.
  • Iron Horse Wealth Management first reported a position in Constellation Brands in Q1 2025 and has held it in 2 quarters since.
  • Iron Horse Wealth Management's Constellation Brands position peaked at $3.85K in Q1 2025.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.