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Seneca Financial Advisors’s Constellation Brands STZ Stock Holding History

Seneca Financial 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
Q1 		– Sell
-955
Closed -$211K – 58
2024
Q4 		$211K Buy
955
+4
+0.4% +$950 0.1% 50
2024
Q3 		$245K Buy
951
+4
+0.4% +$991 0.12% 44
2024
Q2 		$244K Buy
947
+4
+0.4% +$1.03K 0.13% 51
2024
Q1 		$256K Buy
943
+3
+0.3% +$759 0.14% 50
2023
Q4 		$227K Buy
940
+3
+0.3% +$713 0.13% 51
2023
Q3 		$235K Buy
937
+3
+0.3% +$783 0.16% 44
2023
Q2 		$230K Buy
934
+4
+0.4% +$936 0.15% 47
2023
Q1 		$210K Buy
930
+3
+0.3% +$668 0.14% 53
2022
Q4 		$215K Buy
927
+3
+0.3% +$718 0.14% 45
2022
Q3 		$212K Buy
924
+3
+0.3% +$731 0.15% 42
2022
Q2 		$215K Sell
921
-54
-6% -$13.1K 0.14% 40
2022
Q1 		$225K Buy
975
+3
+0.3% +$693 0.14% 39
2021
Q4 		$244K Buy
+972
New +$222K 0.14% 44
2021
Q3 		– Sell
-910
Closed -$213K – 41
2021
Q2 		$213K Buy
910
+3
+0.3% +$704 0.14% 40
2021
Q1 		$207K Buy
+907
New +$204K 0.15% 40

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seneca Financial Advisors's STZ Position: Q1 2025 in Review

Seneca Financial Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 955 shares — an estimated $211K sold.

Seneca Financial Advisors first reported a position in STZ in Q1 2021 and held it in 15 quarters. The position peaked at $256K in Q1 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Seneca Financial Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Seneca Financial Advisors sold 955 Constellation Brands shares in Q1 2025, an estimated $211K.
  • Seneca Financial Advisors first reported a position in Constellation Brands in Q1 2021 and held it in 15 quarters.
  • Seneca Financial Advisors's Constellation Brands position peaked at $256K in Q1 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Seneca Financial Advisors's 13F filing for Q1 2025, filed 27 Aug 2025.