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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
2019
Q1 		– Sell
-1,500
Closed -$241K – 522
2018
Q4 		$241K Hold
1,500
– – 0.04% 358
2018
Q3 		$323K Hold
1,500
– – 0.03% 343
2018
Q2 		$328K Sell
1,500
-1,000
-40% -$226K 0.03% 345
2018
Q1 		$570K Buy
+2,500
New +$551K 0.06% 230

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. 1,176 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.
  • 1,176 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.