River Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-20,707
| Closed | -$3.37M | – | 208 |
|
|
2025
Q2 | $3.37M | Buy |
20,707
+1,871
| +10% | +$336K | 0.42% | 58 |
|
|
2025
Q1 | $3.46M | Sell |
18,836
-599
| -3% | -$109K | 0.48% | 51 |
|
|
2024
Q4 | $4.3M | Buy |
19,435
+67
| +0.3% | +$15.9K | 0.57% | 47 |
|
|
2024
Q3 | $4.99M | Buy |
19,368
+166
| +0.9% | +$41.1K | 0.67% | 42 |
|
|
2024
Q2 | $4.94M | Buy |
19,202
+434
| +2% | +$112K | 0.71% | 41 |
|
|
2024
Q1 | $5.1M | Buy |
18,768
+670
| +4% | +$170K | 0.74% | 35 |
|
|
2023
Q4 | $4.38M | Buy |
18,098
+144
| +0.8% | +$34.2K | 0.7% | 38 |
|
|
2023
Q3 | $4.51M | Buy |
17,954
+322
| +2% | +$84.1K | 0.81% | 33 |
|
|
2023
Q2 | $4.34M | Buy |
17,632
+383
| +2% | +$89.6K | 0.74% | 35 |
|
|
2023
Q1 | $3.9M | Buy |
17,249
+361
| +2% | +$80.3K | 0.71% | 36 |
|
|
2022
Q4 | $3.91M | Buy |
16,888
+1,222
| +8% | +$292K | 0.75% | 36 |
|
|
2022
Q3 | $3.6M | Sell |
15,666
-1,474
| -9% | -$359K | 0.78% | 33 |
|
|
2022
Q2 | $4M | Buy |
17,140
+271
| +2% | +$66K | 0.74% | 35 |
|
|
2022
Q1 | $3.88M | Buy |
16,869
+1,687
| +11% | +$390K | 0.62% | 47 |
|
|
2021
Q4 | $3.81M | Buy |
15,182
+928
| +7% | +$211K | 0.59% | 50 |
|
|
2021
Q3 | $3M | Buy |
14,254
+903
| +7% | +$197K | 0.51% | 58 |
|
|
2021
Q2 | $3.12M | Buy |
13,351
+577
| +5% | +$135K | 0.55% | 55 |
|
|
2021
Q1 | $2.91M | Buy |
12,774
+926
| +8% | +$209K | 0.55% | 59 |
|
|
2020
Q4 | $2.6M | Buy |
11,848
+370
| +3% | +$72.7K | 0.56% | 54 |
|
|
2020
Q3 | $2.17M | Buy |
11,478
+554
| +5% | +$101K | 0.57% | 55 |
|
|
2020
Q2 | $1.91M | Buy |
10,924
+184
| +2% | +$30.6K | 0.58% | 56 |
|
|
2020
Q1 | $1.54M | Sell |
10,740
-1,369
| -11% | -$242K | 0.62% | 57 |
|
|
2019
Q4 | $2.3M | Buy |
12,109
+568
| +5% | +$107K | 0.78% | 43 |
|
|
2019
Q3 | $2.39M | Buy |
11,541
+59
| +0.5% | +$11.8K | 0.9% | 40 |
|
|
2019
Q2 | $2.26M | Buy |
11,482
+473
| +4% | +$92.4K | 0.88% | 40 |
|
|
2019
Q1 | $1.93M | Buy |
11,009
+1,513
| +16% | +$255K | 0.81% | 47 |
|
|
2018
Q4 | $1.53M | Buy |
9,496
+180
| +2% | +$35.8K | 0.68% | 51 |
|
|
2018
Q3 | $2.01M | Buy |
9,316
+1,197
| +15% | +$254K | 0.74% | 44 |
|
|
2018
Q2 | $1.78M | Buy |
8,119
+1,851
| +30% | +$418K | 0.69% | 49 |
|
|
2018
Q1 | $1.43M | Buy |
6,268
+577
| +10% | +$127K | 0.6% | 60 |
|
|
2017
Q4 | $1.3M | Buy |
5,691
+2,494
| +78% | +$539K | 0.54% | 70 |
|
|
2017
Q3 | $638K | Buy |
3,197
+1,167
| +57% | +$231K | 0.29% | 99 |
|
|
2017
Q2 | $393K | Buy |
2,030
+80
| +4% | +$14.2K | 0.18% | 126 |
|
|
2017
Q1 | $316K | Buy |
1,950
+76
| +4% | +$11.8K | 0.15% | 131 |
|
|
2016
Q4 | $287K | Buy |
+1,874
| New | +$298K | 0.15% | 132 |
|
Other funds holding STZ
River Wealth Advisors's STZ Position: Q3 2025 in Review
River Wealth Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 20,707 shares — an estimated $3.37M sold.
River Wealth Advisors first reported a position in STZ in Q4 2016 and held it in 35 quarters. The position peaked at $5.1M in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q3 2025.
- River Wealth Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
- River Wealth Advisors sold 20,707 Constellation Brands shares in Q3 2025, an estimated $3.37M.
- River Wealth Advisors first reported a position in Constellation Brands in Q4 2016 and held it in 35 quarters.
- River Wealth Advisors's Constellation Brands position peaked at $5.1M in Q1 2024.
- 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.
Based on River Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.