SIA
STZ icon

Strategic Investment Advisors’s Constellation Brands STZ Stock Holding History

Strategic Investment Advisors’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
-975
Closed -$215K – 254
2024
Q4 		$215K Sell
975
-181
-16% -$43K 0.02% 229
2024
Q3 		$298K Sell
1,156
-81
-7% -$20.1K 0.03% 215
2024
Q2 		$318K Sell
1,237
-28
-2% -$7.2K 0.04% 204
2024
Q1 		$344K Sell
1,265
-115
-8% -$29.1K 0.04% 203
2023
Q4 		$334K Sell
1,380
-687
-33% -$163K 0.05% 190
2023
Q3 		$520K Sell
2,067
-27
-1% -$7.05K 0.09% 165
2023
Q2 		$515K Buy
2,094
+343
+20% +$80.3K 0.07% 138
2023
Q1 		$395K Buy
1,751
+206
+13% +$45.8K 0.07% 176
2022
Q4 		$358K Buy
+1,545
New +$370K 0.07% 174
2022
Q3 		– Sell
-1,180
Closed -$275K – 208
2022
Q2 		$275K Buy
+1,180
New +$287K 0.05% 181

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

Strategic Investment Advisors's STZ Position: Q1 2025 in Review

Strategic Investment Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 975 shares — an estimated $215K sold.

Strategic Investment Advisors first reported a position in STZ in Q2 2022 and held it in 10 quarters. The position peaked at $520K in Q3 2023. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Strategic Investment Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 975 Constellation Brands shares in Q1 2025, an estimated $215K.
  • Strategic Investment Advisors first reported a position in Constellation Brands in Q2 2022 and held it in 10 quarters.
  • Strategic Investment Advisors's Constellation Brands position peaked at $520K in Q3 2023.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Strategic Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.