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Philip James Wealth Mangement’s Constellation Brands STZ Stock Holding History

Philip James Wealth Mangement’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
-923
Closed -$204K – 184
2024
Q4 		$204K Buy
923
+68
+8% +$16.2K 0.03% 169
2024
Q3 		$220K Buy
855
+3
+0.4% +$744 0.03% 151
2024
Q2 		$219K Sell
852
-3
-0.4% -$772 0.15% 69
2024
Q1 		$232K Buy
+855
New +$216K 0.16% 63

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

Philip James Wealth Mangement's STZ Position: Q1 2025 in Review

Philip James Wealth Mangement sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 923 shares — an estimated $204K sold.

Philip James Wealth Mangement first reported a position in STZ in Q1 2024 and held it in 4 quarters. The position peaked at $232K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Philip James Wealth Mangement reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 923 Constellation Brands shares in Q1 2025, an estimated $204K.
  • Philip James Wealth Mangement first reported a position in Constellation Brands in Q1 2024 and held it in 4 quarters.
  • Philip James Wealth Mangement's Constellation Brands position peaked at $232K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Philip James Wealth Mangement's 13F filing for Q1 2025, filed 24 Apr 2025.