PSI Advisors’s Constellation Brands STZ Stock Holding History

PSI 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 Q2	–	Sell	-4	Closed	-$734	–	615
2025 Q1	$734	Hold	4	–	–	﹤0.01%	663
2024 Q4	$884	Hold	4	–	–	﹤0.01%	789
2024 Q3	$1.03K	Hold	4	–	–	﹤0.01%	780
2024 Q2	$1.03K	Hold	4	–	–	﹤0.01%	758
2024 Q1	$1.09K	Sell	4 -5	-56%	-$1.26K	﹤0.01%	697
2023 Q4	$2.18K	Hold	9	–	–	﹤0.01%	710
2023 Q3	$2.26K	Buy	+9	New	+$2.35K	﹤0.01%	682
2022 Q4	–	Sell	-37	Closed	-$8K	–	812
2022 Q3	$8K	Sell	37 -65	-64%	-$15.8K	﹤0.01%	468
2022 Q2	$24K	Sell	102 -7	-6%	-$1.7K	0.01%	332
2022 Q1	$25K	Hold	109	–	–	0.01%	343
2021 Q4	$27K	Hold	109	–	–	0.01%	354
2021 Q3	$23K	Buy	+109	New	+$23.8K	0.01%	365
2020 Q1	–	Sell	-357	Closed	-$67K	–	523
2019 Q4	$67K	Buy	+357	New	+$67.4K	0.04%	237

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

PSI Advisors's STZ Position: Q2 2025 in Review

PSI Advisors sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 4 shares — an estimated $734 sold.

PSI Advisors first reported a position in STZ in Q4 2019 and held it in 13 quarters. The position peaked at $67K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

PSI Advisors reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 4 Constellation Brands shares in Q2 2025, an estimated $734.
PSI Advisors first reported a position in Constellation Brands in Q4 2019 and held it in 13 quarters.
PSI Advisors's Constellation Brands position peaked at $67K in Q4 2019.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.