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Signature Estate & Investment Advisors’s Constellation Brands STZ Stock Holding History

Signature Estate & 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
Q2 		– Sell
-33,284
Closed -$6.11M – 595
2025
Q1 		$6.11M Buy
33,284
+24,538
+281% +$4.46M 0.16% 69
2024
Q4 		$1.93M Buy
8,746
+471
+6% +$112K 0.05% 134
2024
Q3 		$2.13M Buy
+8,275
New +$2.05M 0.05% 121
2017
Q3 		– Sell
-569
Closed -$110K – 154
2017
Q2 		$110K Sell
569
-1,032
-64% -$184K 0.01% 139
2017
Q1 		$259K Sell
1,601
-89,398
-98% -$13.9M 0.03% 130
2016
Q4 		$14M Buy
90,999
+1,532
+2% +$243K 1.94% 19
2016
Q3 		$14.9M Sell
89,467
-432
-0.5% -$71.2K 2.18% 11
2016
Q2 		$14.9M Buy
89,899
+1,019
+1% +$160K 2.38% 10
2016
Q1 		$13.4M Buy
88,880
+6,259
+8% +$904K 2.2% 13
2015
Q4 		$11.8M Buy
+82,621
New +$11.4M 2.03% 23

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 $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 $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

Signature Estate & Investment Advisors's STZ Position: Q2 2025 in Review

Signature Estate & Investment Advisors sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 33,284 shares — an estimated $6.11M sold.

Signature Estate & Investment Advisors first reported a position in STZ in Q4 2015 and held it in 10 quarters. The position peaked at $14.9M in Q3 2016. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Signature Estate & Investment Advisors reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 33,284 Constellation Brands shares in Q2 2025, an estimated $6.11M.
  • Signature Estate & Investment Advisors first reported a position in Constellation Brands in Q4 2015 and held it in 10 quarters.
  • Signature Estate & Investment Advisors's Constellation Brands position peaked at $14.9M in Q3 2016.
  • 1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.