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Smith Salley Wealth Management’s Constellation Brands STZ Stock Holding History

Smith Salley 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
Q3 		– Sell
-71,830
Closed -$11.7M – 270
2025
Q2 		$11.7M Buy
71,830
+3,012
+4% +$540K 0.68% 44
2025
Q1 		$12.6M Sell
68,818
-2,459
-3% -$447K 0.83% 40
2024
Q4 		$15.8M Buy
71,277
+1,270
+2% +$302K 1.01% 34
2024
Q3 		$18M Buy
70,007
+5,126
+8% +$1.27M 1.18% 31
2024
Q2 		$16.7M Buy
64,881
+3,997
+7% +$1.03M 1.2% 30
2024
Q1 		$16.5M Sell
60,884
-17,591
-22% -$4.45M 1.28% 29
2023
Q4 		$19M Buy
78,475
+2,575
+3% +$612K 1.23% 31
2023
Q3 		$19.1M Buy
75,900
+3,073
+4% +$802K 1.42% 23
2023
Q2 		$17.9M Buy
72,827
+677
+0.9% +$158K 1.32% 27
2023
Q1 		$16.3M Buy
72,150
+1,392
+2% +$310K 1.3% 27
2022
Q4 		$16.4M Sell
70,758
-107
-0.2% -$25.6K 1.4% 25
2022
Q3 		$16.3M Buy
70,865
+361
+0.5% +$88K 1.51% 20
2022
Q2 		$16.4M Buy
70,504
+2,416
+4% +$588K 1.42% 23
2022
Q1 		$15.7M Buy
68,088
+689
+1% +$159K 1.18% 33
2021
Q4 		$16.9M Buy
67,399
+690
+1% +$157K 1.2% 33
2021
Q3 		$14.1M Buy
66,709
+1,416
+2% +$309K 1.11% 34
2021
Q2 		$15.3M Buy
65,293
+1,531
+2% +$359K 1.24% 30
2021
Q1 		$14.5M Buy
63,762
+2,655
+4% +$598K 1.3% 27
2020
Q4 		$13.4M Buy
61,107
+4,397
+8% +$864K 1.36% 26
2020
Q3 		$10.7M Buy
56,710
+695
+1% +$127K 1.3% 26
2020
Q2 		$9.8M Buy
56,015
+8,194
+17% +$1.36M 1.31% 30
2020
Q1 		$6.86M Buy
47,821
+8,936
+23% +$1.58M 1.14% 34
2019
Q4 		$7.38M Buy
38,885
+355
+0.9% +$67K 0.97% 37
2019
Q3 		$7.99M Buy
38,530
+1,701
+5% +$342K 1.13% 34
2019
Q2 		$7.25M Buy
36,829
+1,626
+5% +$317K 1.09% 37
2019
Q1 		$6.17M Buy
+35,203
New +$5.93M 0.99% 38

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smith Salley Wealth Management's STZ Position: Q3 2025 in Review

Smith Salley Wealth Management sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 71,830 shares — an estimated $11.7M sold.

Smith Salley Wealth Management first reported a position in STZ in Q1 2019 and held it in 26 quarters. The position peaked at $19.1M in Q3 2023. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Smith Salley Wealth Management reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 71,830 Constellation Brands shares in Q3 2025, an estimated $11.7M.
  • Smith Salley Wealth Management first reported a position in Constellation Brands in Q1 2019 and held it in 26 quarters.
  • Smith Salley Wealth Management's Constellation Brands position peaked at $19.1M in Q3 2023.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Smith Salley Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.