Legend Financial Advisors’s Constellation Brands STZ Stock Holding History

Legend Financial 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 Q3	–	Sell	-43	Closed	-$7K	–	147
2025 Q2	$7K	Buy	+43	New	+$7.71K	﹤0.01%	128
2025 Q1	–	Sell	-43	Closed	-$9.5K	–	223
2024 Q4	$9.5K	Hold	43	–	–	0.01%	119
2024 Q3	$11.1K	Hold	43	–	–	0.01%	96
2024 Q2	$11.1K	Hold	43	–	–	0.01%	140
2024 Q1	$11.7K	Hold	43	–	–	0.01%	128
2023 Q4	$10.4K	Hold	43	–	–	0.01%	123
2023 Q3	$10.8K	Hold	43	–	–	0.01%	133
2023 Q2	$10.6K	Hold	43	–	–	0.01%	145
2023 Q1	$9.71K	Hold	43	–	–	0.01%	153
2022 Q4	$9.96K	Hold	43	–	–	0.01%	166
2022 Q3	$9.88K	Buy	+43	New	+$10.5K	0.01%	146

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 $3.37T AUM 44.26% 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

Legend Financial Advisors's STZ Position: Q3 2025 in Review

Legend Financial Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 43 shares — an estimated $7K sold.

Legend Financial Advisors first reported a position in STZ in Q3 2022 and held it in 11 quarters. The position peaked at $11.7K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

Legend Financial Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 43 Constellation Brands shares in Q3 2025, an estimated $7K.
Legend Financial Advisors first reported a position in Constellation Brands in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Constellation Brands position peaked at $11.7K in Q1 2024.
1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.