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Strategic Financial Concepts’s Constellation Brands STZ Stock Holding History

Strategic Financial Concepts’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
-1,128
Closed -$207K – 357
2025
Q1 		$207K Buy
1,128
+62
+6% +$11.3K 0.04% 314
2024
Q4 		$236K Buy
+1,066
New +$253K 0.05% 291
2024
Q3 		– Sell
-31,649
Closed -$268K – 676
2024
Q2 		$268K Buy
31,649
+30,483
+2,614% +$7.84M 0.16% 109
2024
Q1 		$317K Buy
1,166
+126
+12% +$31.9K 0.08% 219
2023
Q4 		$251K Sell
1,040
-60
-5% -$14.3K 0.15% 116
2023
Q3 		$276K Hold
1,100
– – 0.09% 193
2023
Q2 		$271K Hold
1,100
– – 0.1% 182
2023
Q1 		$248K Buy
+1,100
New +$245K 0.1% 182

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 $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
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

Strategic Financial Concepts's STZ Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,128 shares — an estimated $207K sold.

Strategic Financial Concepts first reported a position in STZ in Q1 2023 and held it in 8 quarters. The position peaked at $317K in Q1 2024. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,128 Constellation Brands shares in Q2 2025, an estimated $207K.
  • Strategic Financial Concepts first reported a position in Constellation Brands in Q1 2023 and held it in 8 quarters.
  • Strategic Financial Concepts's Constellation Brands position peaked at $317K in Q1 2024.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.