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Signal Advisors Wealth’s Constellation Brands STZ Stock Holding History

Signal Advisors Wealth’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
-4,893
Closed -$898K – 537
2025
Q1 		$898K Hold
4,893
– – 0.09% 198
2024
Q4 		$1.08M Buy
4,893
+534
+12% +$127K 0.12% 173
2024
Q3 		$1.12M Buy
+4,359
New +$1.08M 0.16% 162

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 $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Signal Advisors Wealth's STZ Position: Q2 2025 in Review

Signal Advisors Wealth sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 4,893 shares — an estimated $898K sold.

Signal Advisors Wealth first reported a position in STZ in Q3 2024 and held it in 3 quarters. The position peaked at $1.12M in Q3 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Signal Advisors Wealth reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 4,893 Constellation Brands shares in Q2 2025, an estimated $898K.
  • Signal Advisors Wealth first reported a position in Constellation Brands in Q3 2024 and held it in 3 quarters.
  • Signal Advisors Wealth's Constellation Brands position peaked at $1.12M in Q3 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Signal Advisors Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.