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Marshall & Sterling Wealth Advisors’s Constellation Brands STZ Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-4
Closed -$538 – 590
2025
Q3 		$538 Sell
4
-28
-88% -$4.45K ﹤0.01% 622
2025
Q2 		$5.21K Buy
+32
New +$5.74K ﹤0.01% 481

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's STZ Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 4 shares — an estimated $538 sold.

Marshall & Sterling Wealth Advisors first reported a position in STZ in Q2 2025 and held it in 2 quarters. The position peaked at $5.21K in Q2 2025. 1,044 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Constellation Brands shares in Q4 2025, an estimated $538.
  • Marshall & Sterling Wealth Advisors first reported a position in Constellation Brands in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Constellation Brands position peaked at $5.21K in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.