Sandy Cove Advisors’s Constellation Brands STZ Stock Holding History

Sandy Cove 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 Q3	–	Sell	-1,563	Closed	-$254K	–	141
2025 Q2	$254K	Sell	1,563 -9	-0.6%	-$1.61K	0.09%	110
2025 Q1	$289K	Buy	1,572 +37	+2%	+$6.72K	0.12%	99
2024 Q4	$339K	Buy	1,535 +2	+0.1%	+$475	0.13%	88
2024 Q3	$395K	Sell	1,533 -2	-0.1%	-$496	0.16%	74
2024 Q2	$395K	Buy	1,535 +4	+0.3%	+$1.03K	0.18%	75
2024 Q1	$416K	Buy	1,531 +20	+1%	+$5.06K	0.19%	77
2023 Q4	$365K	Buy	1,511 +6	+0.4%	+$1.43K	0.19%	80
2023 Q3	$378K	Sell	1,505 -40	-3%	-$10.4K	0.22%	78
2023 Q2	$380K	Hold	1,545	–	–	0.22%	81
2023 Q1	$349K	Hold	1,545	–	–	0.25%	63
2022 Q4	$358K	Hold	1,545	–	–	0.29%	51
2022 Q3	$355K	Buy	1,545 +45	+3%	+$11K	0.32%	46
2022 Q2	$350K	Hold	1,500	–	–	0.32%	50
2022 Q1	$345K	Hold	1,500	–	–	0.29%	51
2021 Q4	$376K	Buy	+1,500	New	+$342K	0.32%	50

Other funds holding STZ

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sandy Cove Advisors's STZ Position: Q3 2025 in Review

Sandy Cove Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,563 shares — an estimated $254K sold.

Sandy Cove Advisors first reported a position in STZ in Q4 2021 and held it in 15 quarters. The position peaked at $416K in Q1 2024. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

Sandy Cove Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
Sandy Cove Advisors sold 1,563 Constellation Brands shares in Q3 2025, an estimated $254K.
Sandy Cove Advisors first reported a position in Constellation Brands in Q4 2021 and held it in 15 quarters.
Sandy Cove Advisors's Constellation Brands position peaked at $416K in Q1 2024.
1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Sandy Cove Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.