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Silverlake Wealth Management’s Constellation Brands STZ Stock Holding History

Silverlake 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
-1,160
Closed -$256K – 272
2024
Q4 		$256K Sell
1,160
-9
-0.8% -$2.14K 0.1% 219
2024
Q3 		$301K Hold
1,169
– – 0.11% 204
2024
Q2 		$301K Sell
1,169
-80
-6% -$20.6K 0.12% 189
2024
Q1 		$339K Sell
1,249
-3
-0.2% -$759 0.17% 153
2023
Q4 		$303K Sell
1,252
-844
-40% -$201K 0.17% 157
2023
Q3 		$527K Buy
2,096
+108
+5% +$28.2K 0.3% 87
2023
Q2 		$489K Buy
1,988
+11
+0.6% +$2.57K 0.27% 91
2023
Q1 		$447K Sell
1,977
-6
-0.3% -$1.33K 0.27% 92
2022
Q4 		$460K Buy
1,983
+1
+0.1% +$239 0.29% 83
2022
Q3 		$455K Buy
1,982
+40
+2% +$9.75K 0.31% 82
2022
Q2 		$453K Sell
1,942
-125
-6% -$30.4K 0.3% 84
2022
Q1 		$476K Hold
2,067
– – 0.27% 94
2021
Q4 		$519K Buy
+2,067
New +$471K 0.28% 93

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

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

Silverlake Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,160 shares — an estimated $256K sold.

Silverlake Wealth Management first reported a position in STZ in Q4 2021 and held it in 13 quarters. The position peaked at $527K in Q3 2023. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Silverlake Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Silverlake Wealth Management sold 1,160 Constellation Brands shares in Q1 2025, an estimated $256K.
  • Silverlake Wealth Management first reported a position in Constellation Brands in Q4 2021 and held it in 13 quarters.
  • Silverlake Wealth Management's Constellation Brands position peaked at $527K in Q3 2023.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Silverlake Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.