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Sierra Summit Advisors’s Constellation Brands STZ Stock Holding History

Sierra Summit 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
Q2 		– Sell
-4,585
Closed -$841K – 211
2025
Q1 		$841K Buy
+4,585
New +$833K 0.18% 79
2024
Q4 		– Sell
-27,853
Closed -$7.18M – 171
2024
Q3 		$7.18M Buy
+27,853
New +$6.9M 1.65% 26

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Sierra Summit Advisors's STZ Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 4,585 shares — an estimated $841K sold.

Sierra Summit Advisors first reported a position in STZ in Q3 2024 and held it in 2 quarters. The position peaked at $7.18M in Q3 2024. 1,131 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 4,585 Constellation Brands shares in Q2 2025, an estimated $841K.
  • Sierra Summit Advisors first reported a position in Constellation Brands in Q3 2024 and held it in 2 quarters.
  • Sierra Summit Advisors's Constellation Brands position peaked at $7.18M in Q3 2024.
  • 1,131 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.