Pacific Capital Wealth Advisors’s Constellation Brands STZ Stock Holding History

Pacific Capital 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 Q1	–	Sell	-12	Closed	-$2.65K	–	337
2024 Q4	$2.65K	Hold	12	–	–	﹤0.01%	337
2024 Q3	$3.09K	Hold	12	–	–	﹤0.01%	375
2024 Q2	$3.09K	Hold	12	–	–	﹤0.01%	417
2024 Q1	$3.26K	Hold	12	–	–	﹤0.01%	379
2023 Q4	$2.9K	Buy	+12	New	+$2.85K	﹤0.01%	274

Other funds holding STZ

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's STZ Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 12 shares — an estimated $2.65K sold.

Pacific Capital Wealth Advisors first reported a position in STZ in Q4 2023 and held it in 5 quarters. The position peaked at $3.26K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 12 Constellation Brands shares in Q1 2025, an estimated $2.65K.
Pacific Capital Wealth Advisors first reported a position in Constellation Brands in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Constellation Brands position peaked at $3.26K in Q1 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.