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Sterling Investment Advisors (Pennsylvania)’s Constellation Brands STZ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-8,066
Closed -$1.31M – 205
2025
Q2 		$1.31M Buy
8,066
+597
+8% +$107K 0.29% 82
2025
Q1 		$1.37M Buy
+7,469
New +$1.36M 0.33% 78

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s STZ Position: Q3 2025 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 8,066 shares — an estimated $1.31M sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in STZ in Q1 2025 and held it in 2 quarters. The position peaked at $1.37M in Q1 2025. 1,042 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 8,066 Constellation Brands shares in Q3 2025, an estimated $1.31M.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Constellation Brands in Q1 2025 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Constellation Brands position peaked at $1.37M in Q1 2025.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2025, filed 28 Oct 2025.