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Parkworth Wealth Management’s Constellation Brands STZ Stock Holding History

Parkworth 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 		$163 Sell
1
-1
-50% -$179 ﹤0.01% 998
2025
Q1 		$367 Sell
2
-1
-33% -$182 ﹤0.01% 513
2024
Q4 		$663 Buy
+3
New +$713 ﹤0.01% 361

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

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

Parkworth Wealth Management reduced its Constellation Brands (STZ) stake by 50% in Q2 2025, selling an estimated $179 and leaving 1 share worth $163. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Parkworth Wealth Management first reported a position in STZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $663 in Q4 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Constellation Brands worth $163 as of Q2 2025.
  • Parkworth Wealth Management sold 1 Constellation Brands share in Q2 2025, an estimated $179.
  • Constellation Brands made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #998 holding.
  • Parkworth Wealth Management first reported a position in Constellation Brands in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Constellation Brands position peaked at $663 in Q4 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.