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RDA Financial Network’s Constellation Brands STZ Stock Holding History

RDA Financial Network’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
Q3 		– Sell
-1,451
Closed -$236K – 274
2025
Q2 		$236K Sell
1,451
-82
-5% -$14.7K 0.06% 232
2025
Q1 		$281K Sell
1,533
-109
-7% -$19.8K 0.08% 194
2024
Q4 		$363K Sell
1,642
-166
-9% -$39.4K 0.11% 170
2024
Q3 		$466K Sell
1,808
-72
-4% -$17.8K 0.14% 146
2024
Q2 		$484K Sell
1,880
-43
-2% -$11.1K 0.16% 135
2024
Q1 		$523K Buy
1,923
+44
+2% +$11.1K 0.18% 125
2023
Q4 		$454K Sell
1,879
-235
-11% -$55.9K 0.17% 132
2023
Q3 		$531K Buy
2,114
+50
+2% +$13.1K 0.23% 102
2023
Q2 		$508K Buy
2,064
+150
+8% +$35.1K 0.21% 109
2023
Q1 		$432K Sell
1,914
-25
-1% -$5.56K 0.2% 116
2022
Q4 		$449K Sell
1,939
-76
-4% -$18.2K 0.23% 107
2022
Q3 		$463K Buy
2,015
+51
+3% +$12.4K 0.25% 101
2022
Q2 		$458K Buy
1,964
+87
+5% +$21.2K 0.23% 109
2022
Q1 		$432K Sell
1,877
-40
-2% -$9.24K 0.18% 127
2021
Q4 		$481K Buy
1,917
+28
+1% +$6.38K 0.2% 120
2021
Q3 		$398K Sell
1,889
-11
-0.6% -$2.4K 0.18% 134
2021
Q2 		$444K Hold
1,900
– – 0.2% 121
2021
Q1 		$433K Buy
1,900
+22
+1% +$4.96K 0.19% 129
2020
Q4 		$411K Sell
1,878
-383
-17% -$75.3K 0.19% 128
2020
Q3 		$428K Sell
2,261
-3,886
-63% -$709K 0.19% 117
2020
Q2 		$1.07M Buy
6,147
+458
+8% +$76.3K 0.54% 52
2020
Q1 		$816K Buy
5,689
+560
+11% +$98.8K 0.49% 54
2019
Q4 		$988K Buy
5,129
+111
+2% +$21K 0.4% 63
2019
Q3 		$908K Buy
5,018
+183
+4% +$36.7K 0.39% 71
2019
Q2 		$967K Buy
4,835
+320
+7% +$62.5K 0.44% 62
2019
Q1 		$862K Buy
+4,515
New +$760K 0.41% 65

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RDA Financial Network's STZ Position: Q3 2025 in Review

RDA Financial Network sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,451 shares — an estimated $236K sold.

RDA Financial Network first reported a position in STZ in Q1 2019 and held it in 26 quarters. The position peaked at $1.07M in Q2 2020. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • RDA Financial Network reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • RDA Financial Network sold 1,451 Constellation Brands shares in Q3 2025, an estimated $236K.
  • RDA Financial Network first reported a position in Constellation Brands in Q1 2019 and held it in 26 quarters.
  • RDA Financial Network's Constellation Brands position peaked at $1.07M in Q2 2020.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on RDA Financial Network's 13F filing for Q3 2025, filed 8 Oct 2025.