Socha Financial Group’s Constellation Brands STZ Stock Holding History

Socha Financial Group’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	-1,145	Closed	-$210K	–	26
2025 Q1	$210K	Buy	1,145 +6	+0.5%	+$1.09K	0.1%	21
2024 Q4	$252K	Buy	1,139 +5	+0.4%	+$1.19K	0.12%	21
2024 Q3	$292K	Buy	1,134 +5	+0.4%	+$1.24K	0.13%	18
2024 Q2	$291K	Buy	1,129 +4	+0.4%	+$1.03K	0.14%	16
2024 Q1	$306K	Buy	1,125 +4	+0.4%	+$1.01K	0.13%	25
2023 Q4	$271K	Buy	1,121 +4	+0.4%	+$951	0.13%	26
2023 Q3	$281K	Buy	1,117 +4	+0.4%	+$1.04K	0.15%	21
2023 Q2	$274K	Buy	1,113 +4	+0.4%	+$936	0.14%	21
2023 Q1	$250K	Buy	1,109 +4	+0.4%	+$890	0.16%	19
2022 Q4	$256K	Buy	1,105 +4	+0.4%	+$957	0.18%	20
2022 Q3	$253K	Buy	1,101 +3	+0.3%	+$731	0.22%	14
2022 Q2	$256K	Buy	1,098 +4	+0.4%	+$974	0.26%	12
2022 Q1	$252K	Buy	1,094 +4	+0.4%	+$924	0.21%	14
2021 Q4	$274K	Buy	+1,090	New	+$248K	0.21%	15

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Socha Financial Group's STZ Position: Q2 2025 in Review

Socha Financial Group sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,145 shares — an estimated $210K sold.

Socha Financial Group first reported a position in STZ in Q4 2021 and held it in 14 quarters. The position peaked at $306K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Socha Financial Group reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Socha Financial Group sold 1,145 Constellation Brands shares in Q2 2025, an estimated $210K.
Socha Financial Group first reported a position in Constellation Brands in Q4 2021 and held it in 14 quarters.
Socha Financial Group's Constellation Brands position peaked at $306K in Q1 2024.
1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Socha Financial Group's 13F filing for Q2 2025, filed 29 Jul 2025.