NWF Advisory Services’s Constellation Brands STZ Stock Holding History

NWF Advisory Services’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	-1,658	Closed	-$270K	–	457
2025 Q2	$270K	Buy	+1,658	New	+$297K	0.03%	313
2025 Q1	–	Sell	-1,051	Closed	-$232K	–	420
2024 Q4	$232K	Buy	1,051 +267	+34%	+$63.4K	0.03%	228
2024 Q3	$202K	Buy	+784	New	+$194K	0.03%	310
2024 Q2	–	Sell	-1,168	Closed	-$317K	–	341
2024 Q1	$317K	Buy	+1,168	New	+$296K	0.05%	216

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

NWF Advisory Services's STZ Position: Q3 2025 in Review

NWF Advisory Services sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,658 shares — an estimated $270K sold.

NWF Advisory Services first reported a position in STZ in Q1 2024 and held it in 4 quarters. The position peaked at $317K in Q1 2024. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

NWF Advisory Services reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
NWF Advisory Services sold 1,658 Constellation Brands shares in Q3 2025, an estimated $270K.
NWF Advisory Services first reported a position in Constellation Brands in Q1 2024 and held it in 4 quarters.
NWF Advisory Services's Constellation Brands position peaked at $317K in Q1 2024.
1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on NWF Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.