RA
STZ icon

Rise Advisors’s Constellation Brands STZ Stock Holding History

Rise 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
Q4 		– Sell
-937
Closed -$126K – 1262
2025
Q3 		$126K Buy
937
+76
+9% +$12.1K 0.05% 134
2025
Q2 		$140K Sell
861
-50
-5% -$8.97K 0.06% 123
2025
Q1 		$167K Buy
911
+5
+0.6% +$908 0.07% 100
2024
Q4 		$200K Sell
906
-123
-12% -$29.2K 0.1% 87
2024
Q3 		$265K Sell
1,029
-57
-5% -$14.1K 0.13% 72
2024
Q2 		$279K Sell
1,086
-20
-2% -$5.14K 0.15% 70
2024
Q1 		$300K Sell
1,106
-6
-0.5% -$1.52K 0.16% 63
2023
Q4 		$269K Buy
1,112
+202
+22% +$48K 0.19% 57
2023
Q3 		$229K Sell
910
-95
-9% -$24.8K 0.18% 52
2023
Q2 		$247K Buy
1,005
+2
+0.2% +$468 0.19% 54
2023
Q1 		$227K Sell
1,003
-215
-18% -$47.8K 0.17% 58
2022
Q4 		$282K Sell
1,218
-10
-0.8% -$2.39K 0.23% 53
2022
Q3 		$282K Buy
1,228
+24
+2% +$5.85K 0.23% 50
2022
Q2 		$281K Sell
1,204
-10
-0.8% -$2.43K 0.28% 47
2022
Q1 		$280K Buy
1,214
+13
+1% +$3K 0.25% 53
2021
Q4 		$301K Buy
+1,201
New +$274K 0.29% 48

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return