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Marion Wealth Management’s Constellation Brands STZ Stock Holding History

Marion 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
-5,747
Closed -$1.27M – 135
2024
Q4 		$1.27M Buy
5,747
+193
+3% +$45.9K 0.34% 67
2024
Q3 		$1.43M Buy
5,554
+289
+5% +$71.6K 0.38% 61
2024
Q2 		$1.35M Buy
5,265
+144
+3% +$37K 0.4% 58
2024
Q1 		$1.39M Buy
5,121
+55
+1% +$13.9K 0.42% 56
2023
Q4 		$1.22M Buy
5,066
+1,151
+29% +$274K 0.39% 62
2023
Q3 		$984K Buy
3,915
+23
+0.6% +$6K 0.35% 59
2023
Q2 		$958K Buy
3,892
+89
+2% +$20.8K 0.34% 59
2023
Q1 		$859K Buy
3,803
+346
+10% +$77K 0.32% 62
2022
Q4 		$801K Buy
3,457
+526
+18% +$126K 0.34% 63
2022
Q3 		$673K Buy
2,931
+192
+7% +$46.8K 0.35% 61
2022
Q2 		$638K Sell
2,739
-8
-0.3% -$1.95K 0.33% 67
2022
Q1 		$633K Buy
2,747
+28
+1% +$6.47K 0.31% 69
2021
Q4 		$682K Buy
+2,719
New +$620K 0.32% 65

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marion Wealth Management's STZ Position: Q1 2025 in Review

Marion Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 5,747 shares — an estimated $1.27M sold.

Marion Wealth Management first reported a position in STZ in Q4 2021 and held it in 13 quarters. The position peaked at $1.43M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Marion Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Marion Wealth Management sold 5,747 Constellation Brands shares in Q1 2025, an estimated $1.27M.
  • Marion Wealth Management first reported a position in Constellation Brands in Q4 2021 and held it in 13 quarters.
  • Marion Wealth Management's Constellation Brands position peaked at $1.43M in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Marion Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.