Optimum Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $33.7K | Sell |
250
-150
| -38% | -$23.9K | 0.01% | 393 |
|
|
2025
Q2 | $65.1K | Hold |
400
| – | – | 0.03% | 306 |
|
|
2025
Q1 | $73.4K | Hold |
400
| – | – | 0.03% | 288 |
|
|
2024
Q4 | $88.4K | Hold |
400
| – | – | 0.04% | 271 |
|
|
2024
Q3 | $103K | Hold |
400
| – | – | 0.04% | 269 |
|
|
2024
Q2 | $103K | Hold |
400
| – | – | 0.05% | 263 |
|
|
2024
Q1 | $109K | Hold |
400
| – | – | 0.05% | 258 |
|
|
2023
Q4 | $96.7K | Hold |
400
| – | – | 0.05% | 266 |
|
|
2023
Q3 | $101K | Hold |
400
| – | – | 0.05% | 266 |
|
|
2023
Q2 | $98.5K | Hold |
400
| – | – | 0.05% | 274 |
|
|
2023
Q1 | $90.4K | Hold |
400
| – | – | 0.05% | 282 |
|
|
2022
Q4 | $92.7K | Sell |
400
-100
| -20% | -$23.9K | 0.05% | 277 |
|
|
2022
Q3 | $115K | Hold |
500
| – | – | 0.06% | 250 |
|
|
2022
Q2 | $117K | Hold |
500
| – | – | 0.06% | 262 |
|
|
2022
Q1 | $115K | Hold |
500
| – | – | 0.05% | 298 |
|
|
2021
Q4 | $125K | Hold |
500
| – | – | 0.05% | 306 |
|
|
2021
Q3 | $105K | Sell |
500
-240
| -32% | -$52.4K | 0.04% | 321 |
|
|
2021
Q2 | $173K | Hold |
740
| – | – | 0.05% | 282 |
|
|
2021
Q1 | $169K | Buy |
740
+100
| +16% | +$22.5K | 0.05% | 288 |
|
|
2020
Q4 | $140K | Sell |
640
-30
| -4% | -$5.9K | 0.04% | 305 |
|
|
2020
Q3 | $127K | Hold |
670
| – | – | 0.04% | 296 |
|
|
2020
Q2 | $117K | Hold |
670
| – | – | 0.04% | 297 |
|
|
2020
Q1 | $96K | Buy |
670
+50
| +8% | +$8.82K | 0.04% | 317 |
|
|
2019
Q4 | $118K | Buy |
620
+30
| +5% | +$5.67K | 0.04% | 372 |
|
|
2019
Q3 | $122K | Hold |
590
| – | – | 0.04% | 340 |
|
|
2019
Q2 | $116K | Hold |
590
| – | – | 0.04% | 349 |
|
|
2019
Q1 | $103K | Hold |
590
| – | – | 0.03% | 378 |
|
|
2018
Q4 | $95K | Sell |
590
-461
| -44% | -$91.6K | 0.03% | 364 |
|
|
2018
Q3 | $227K | Buy |
1,051
+350
| +50% | +$74.4K | 0.06% | 283 |
|
|
2018
Q2 | $153K | Buy |
701
+11
| +2% | +$2.48K | 0.04% | 336 |
|
|
2018
Q1 | $157K | Buy |
+690
| New | +$152K | 0.05% | 327 |
|
|
2014
Q4 | – | Sell |
-226
| Closed | -$20K | – | 1017 |
|
|
2014
Q3 | $20K | Hold |
226
| – | – | 0.01% | 639 |
|
|
2014
Q2 | $20K | Hold |
226
| – | – | 0.01% | 659 |
|
|
2014
Q1 | $19K | Hold |
226
| – | – | 0.01% | 525 |
|
|
2013
Q4 | $16K | Hold |
226
| – | – | 0.01% | 551 |
|
|
2013
Q3 | $13K | Buy |
+226
| New | +$12.3K | 0.01% | 555 |
|
Other funds holding STZ
Optimum Investment Advisors's STZ Position: Q3 2025 in Review
Optimum Investment Advisors reduced its Constellation Brands (STZ) stake by 38% in Q3 2025, selling an estimated $23.9K and leaving 250 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #393.
Optimum Investment Advisors first reported a position in STZ in Q3 2013 and has held it in 36 quarters since. The position peaked at $227K in Q3 2018. 1,042 funds tracked by Wall St. Rank hold STZ as of Q3 2025.
- Optimum Investment Advisors held 250 shares of Constellation Brands worth $33.7K as of Q3 2025.
- Optimum Investment Advisors sold 150 Constellation Brands shares in Q3 2025, an estimated $23.9K.
- Constellation Brands made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #393 holding.
- Optimum Investment Advisors first reported a position in Constellation Brands in Q3 2013 and has held it in 36 quarters since.
- Optimum Investment Advisors's Constellation Brands position peaked at $227K in Q3 2018.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.