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PFG Advisors’s Constellation Brands STZ Stock Holding History

PFG 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
-1,882
Closed -$416K – 718
2024
Q4 		$416K Buy
1,882
+208
+12% +$49.4K 0.03% 498
2024
Q3 		$431K Buy
1,674
+138
+9% +$34.2K 0.03% 491
2024
Q2 		$395K Buy
1,536
+324
+27% +$83.3K 0.03% 480
2024
Q1 		$329K Buy
1,212
+180
+17% +$45.5K 0.02% 495
2023
Q4 		$250K Hold
1,032
– – 0.02% 537
2023
Q3 		$259K Sell
1,032
-11
-1% -$2.87K 0.02% 501
2023
Q2 		$257K Sell
1,043
-91
-8% -$21.3K 0.02% 565
2023
Q1 		$256K Buy
1,134
+51
+5% +$11.3K 0.02% 538
2022
Q4 		$251K Buy
1,083
+62
+6% +$14.8K 0.02% 482
2022
Q3 		$235K Sell
1,021
-312
-23% -$76K 0.03% 461
2022
Q2 		$311K Buy
+1,333
New +$324K 0.04% 310

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFG Advisors's STZ Position: Q1 2025 in Review

PFG Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,882 shares — an estimated $416K sold.

PFG Advisors first reported a position in STZ in Q2 2022 and held it in 11 quarters. The position peaked at $431K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • PFG Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • PFG Advisors sold 1,882 Constellation Brands shares in Q1 2025, an estimated $416K.
  • PFG Advisors first reported a position in Constellation Brands in Q2 2022 and held it in 11 quarters.
  • PFG Advisors's Constellation Brands position peaked at $431K in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on PFG Advisors's 13F filing for Q1 2025, filed 6 May 2025.