Scott Marsh Financial’s Constellation Brands STZ Stock Holding History

Scott Marsh Financial’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	$216K	Buy	+1,330	New	+$239K	0.08%	235

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

Scott Marsh Financial's STZ Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Constellation Brands (STZ) in Q2 2025: 1,330 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #235 among its holdings.

1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Scott Marsh Financial held 1,330 shares of Constellation Brands worth $216K as of Q2 2025.
Constellation Brands was a new Scott Marsh Financial position in Q2 2025.
Constellation Brands made up 0.08% of Scott Marsh Financial's portfolio in Q2 2025, its #235 holding.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.