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Pitti Group Wealth Management’s Constellation Brands STZ Stock Holding History

Pitti Group 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
Q1 		– Sell
-1,225
Closed -$271K – 78
2024
Q4 		$271K Buy
1,225
+360
+42% +$85.5K 0.27% 61
2024
Q3 		$209K Hold
865
– – 0.23% 59
2024
Q2 		$209K Buy
865
+10
+1% +$2.57K 0.23% 59
2024
Q1 		$230K Sell
855
-10
-1% -$2.53K 0.26% 58
2023
Q4 		$209K Buy
865
+66
+8% +$15.7K 0.23% 59
2023
Q3 		$201K Buy
+799
New +$209K 0.23% 63
2023
Q2 		– Sell
-1,489
Closed -$336K – 70
2023
Q1 		$336K Sell
1,489
-16
-1% -$3.56K 0.38% 53
2022
Q4 		$349K Sell
1,505
-34
-2% -$8.14K 0.42% 50
2022
Q3 		$353K Sell
1,539
-4
-0.3% -$975 0.49% 45
2022
Q2 		$360K Sell
1,543
-30
-2% -$7.3K 0.49% 45
2022
Q1 		$362K Sell
1,573
-70
-4% -$16.2K 0.42% 47
2021
Q4 		$412K Buy
+1,643
New +$374K 0.46% 53

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

Pitti Group Wealth Management's STZ Position: Q1 2025 in Review

Pitti Group Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,225 shares — an estimated $271K sold.

Pitti Group Wealth Management first reported a position in STZ in Q4 2021 and held it in 12 quarters. The position peaked at $412K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Pitti Group Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Pitti Group Wealth Management sold 1,225 Constellation Brands shares in Q1 2025, an estimated $271K.
  • Pitti Group Wealth Management first reported a position in Constellation Brands in Q4 2021 and held it in 12 quarters.
  • Pitti Group Wealth Management's Constellation Brands position peaked at $412K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Pitti Group Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.