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Sheaff Brock Investment Advisors’s Constellation Brands STZ Stock Holding History

Sheaff Brock Investment 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 		$248K Buy
1,350
+75
+6% +$13.6K 0.02% 361
2024
Q4 		$282K Buy
1,275
+20
+2% +$4.75K 0.02% 348
2024
Q3 		$323K Sell
1,255
-14
-1% -$3.47K 0.03% 321
2024
Q2 		$327K Sell
1,269
-6
-0.5% -$1.54K 0.03% 315
2024
Q1 		$346K Sell
1,275
-99
-7% -$25.1K 0.02% 334
2023
Q4 		$332K Hold
1,374
– – 0.03% 328
2023
Q3 		$345K Sell
1,374
-195
-12% -$50.9K 0.03% 300
2023
Q2 		$386K Buy
1,569
+11
+0.7% +$2.57K 0.03% 300
2023
Q1 		$352K Sell
1,558
-50
-3% -$11.1K 0.03% 323
2022
Q4 		$373K Buy
1,608
+87
+6% +$20.8K 0.04% 297
2022
Q3 		$349K Buy
1,521
+30
+2% +$7.31K 0.04% 298
2022
Q2 		$347K Buy
1,491
+65
+5% +$15.8K 0.03% 306
2022
Q1 		$329K Buy
1,426
+20
+1% +$4.62K 0.02% 355
2021
Q4 		$353K Buy
1,406
+30
+2% +$6.84K 0.02% 344
2021
Q3 		$290K Sell
1,376
-1,030
-43% -$225K 0.02% 390
2021
Q2 		$563K Buy
2,406
+1,000
+71% +$235K 0.04% 249
2021
Q1 		$321K Sell
1,406
-100
-7% -$22.5K 0.03% 338
2020
Q4 		$330K Sell
1,506
-102
-6% -$20.1K 0.03% 308
2020
Q3 		$305K Buy
1,608
+50
+3% +$9.12K 0.03% 302
2020
Q2 		$273K Buy
1,558
+21
+1% +$3.5K 0.03% 322
2020
Q1 		$220K Buy
1,537
+1
+0.1% +$176 0.03% 322
2019
Q4 		$291K Buy
1,536
+1
+0.1% +$189 0.03% 344
2019
Q3 		$318K Sell
1,535
-260
-14% -$52.2K 0.03% 323
2019
Q2 		$354K Hold
1,795
– – 0.04% 310
2019
Q1 		$315K Buy
1,795
+525
+41% +$88.4K 0.04% 331
2018
Q4 		$204K Sell
1,270
-80
-6% -$15.9K 0.03% 393
2018
Q3 		$291K Sell
1,350
-108
-7% -$23K 0.03% 360
2018
Q2 		$319K Sell
1,458
-483
-25% -$109K 0.03% 350
2018
Q1 		$442K Buy
1,941
+286
+17% +$63K 0.05% 279
2017
Q4 		$378K Buy
1,655
+45
+3% +$9.73K 0.05% 304
2017
Q3 		$321K Buy
1,610
+10
+0.6% +$1.98K 0.04% 347
2017
Q2 		$310K Sell
1,600
-50
-3% -$8.9K 0.04% 377
2017
Q1 		$267K Sell
1,650
-300
-15% -$46.8K 0.03% 428
2016
Q4 		$299K Buy
1,950
+300
+18% +$47.7K 0.04% 403
2016
Q3 		$275K Hold
1,650
– – 0.04% 382
2016
Q2 		$273K Buy
1,650
+100
+6% +$15.7K 0.03% 397
2016
Q1 		$234K Sell
1,550
-592
-28% -$85.5K 0.03% 451
2015
Q4 		$305K Buy
+2,142
New +$295K 0.03% 402

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

Sheaff Brock Investment Advisors's STZ Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Constellation Brands (STZ) stake by 5.9% in Q1 2025, buying an estimated $13.6K and bringing the position to 1,350 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #361.

Sheaff Brock Investment Advisors first reported a position in STZ in Q4 2015 and has held it in 38 quarters since. The position peaked at $563K in Q2 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Sheaff Brock Investment Advisors held 1,350 shares of Constellation Brands worth $248K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 75 Constellation Brands shares in Q1 2025, an estimated $13.6K.
  • Constellation Brands made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #361 holding.
  • Sheaff Brock Investment Advisors first reported a position in Constellation Brands in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Constellation Brands position peaked at $563K in Q2 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.