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Nations Financial Group’s Constellation Brands STZ Stock Holding History

Nations Financial Group’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
-1,166
Closed -$214K – 698
2025
Q1 		$214K Sell
1,166
-28
-2% -$5.09K 0.02% 601
2024
Q4 		$264K Sell
1,194
-172
-13% -$40.9K 0.02% 580
2024
Q3 		$352K Buy
1,366
+370
+37% +$91.7K 0.03% 527
2024
Q2 		$256K Sell
996
-47
-5% -$12.1K 0.02% 562
2024
Q1 		$284K Sell
1,043
-84
-7% -$21.3K 0.02% 535
2023
Q4 		$273K Sell
1,127
-44
-4% -$10.5K 0.03% 536
2023
Q3 		$294K Buy
1,171
+20
+2% +$5.22K 0.03% 504
2023
Q2 		$283K Sell
1,151
-138
-11% -$32.3K 0.03% 516
2023
Q1 		$291K Sell
1,289
-209
-14% -$46.5K 0.03% 495
2022
Q4 		$347K Buy
+1,498
New +$359K 0.04% 435
2021
Q3 		– Sell
-12,243
Closed -$2.86M – 458
2021
Q2 		$2.86M Buy
+12,243
New +$2.87M 0.48% 37

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

Nations Financial Group's STZ Position: Q2 2025 in Review

Nations Financial Group sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,166 shares — an estimated $214K sold.

Nations Financial Group first reported a position in STZ in Q2 2021 and held it in 11 quarters. The position peaked at $2.86M in Q2 2021. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Nations Financial Group reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Nations Financial Group sold 1,166 Constellation Brands shares in Q2 2025, an estimated $214K.
  • Nations Financial Group first reported a position in Constellation Brands in Q2 2021 and held it in 11 quarters.
  • Nations Financial Group's Constellation Brands position peaked at $2.86M in Q2 2021.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Nations Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.