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Shelton Wealth Management’s Constellation Brands STZ Stock Holding History

Shelton Wealth Management’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
-1,051
Closed -$232K – 151
2024
Q4 		$232K Sell
1,051
-1,855
-64% -$441K 0.12% 116
2024
Q3 		$749K Buy
2,906
+245
+9% +$60.7K 0.41% 82
2024
Q2 		$685K Buy
2,661
+523
+24% +$135K 0.39% 81
2024
Q1 		$581K Sell
2,138
-95
-4% -$24K 0.37% 69
2023
Q4 		$540K Buy
2,233
+1,240
+125% +$295K 0.38% 54
2023
Q3 		$250K Hold
993
– – 0.2% 52
2023
Q2 		$244K Buy
993
+25
+3% +$5.85K 0.19% 59
2023
Q1 		$219K Buy
968
+1
+0.1% +$223 0.18% 60
2022
Q4 		$224K Sell
967
-93
-9% -$22.3K 0.18% 59
2022
Q3 		$243K Buy
1,060
+1
+0.1% +$244 0.22% 53
2022
Q2 		$247K Buy
1,059
+1
+0.1% +$243 0.21% 55
2022
Q1 		$244K Buy
1,058
+2
+0.2% +$462 0.19% 60
2021
Q4 		$265K Buy
+1,056
New +$241K 0.21% 56

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

Shelton Wealth Management's STZ Position: Q1 2025 in Review

Shelton Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,051 shares — an estimated $232K sold.

Shelton Wealth Management first reported a position in STZ in Q4 2021 and held it in 13 quarters. The position peaked at $749K in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Shelton Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 1,051 Constellation Brands shares in Q1 2025, an estimated $232K.
  • Shelton Wealth Management first reported a position in Constellation Brands in Q4 2021 and held it in 13 quarters.
  • Shelton Wealth Management's Constellation Brands position peaked at $749K in Q3 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Shelton Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.