Meritas Wealth Management’s Constellation Brands STZ Stock Holding History

Meritas 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	–	Sell	-1,115	Closed	-$205K	–	55
2025 Q1	$205K	Hold	1,115	–	–	0.12%	50
2024 Q4	$246K	Hold	1,115	–	–	0.15%	47
2024 Q3	$287K	Hold	1,115	–	–	0.18%	40
2024 Q2	$287K	Hold	1,115	–	–	0.2%	38
2024 Q1	$303K	Hold	1,115	–	–	0.21%	35
2023 Q4	$270K	Hold	1,115	–	–	0.2%	39
2023 Q3	$280K	Sell	1,115 -420	-27%	-$110K	0.21%	33
2023 Q2	$378K	Buy	1,535 +420	+38%	+$98.3K	0.28%	31
2023 Q1	$252K	Hold	1,115	–	–	0.2%	35
2022 Q4	$258K	Buy	+1,115	New	+$267K	0.21%	37

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Meritas Wealth Management's STZ Position: Q2 2025 in Review

Meritas Wealth Management sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,115 shares — an estimated $205K sold.

Meritas Wealth Management first reported a position in STZ in Q4 2022 and held it in 10 quarters. The position peaked at $378K in Q2 2023. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Meritas Wealth Management reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Meritas Wealth Management sold 1,115 Constellation Brands shares in Q2 2025, an estimated $205K.
Meritas Wealth Management first reported a position in Constellation Brands in Q4 2022 and held it in 10 quarters.
Meritas Wealth Management's Constellation Brands position peaked at $378K in Q2 2023.
1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Meritas Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.