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Teamwork Financial Advisors’s Constellation Brands STZ Stock Holding History

Teamwork Financial 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
-1,339
Closed -$296K – 202
2024
Q4 		$296K Sell
1,339
-602
-31% -$143K 0.04% 138
2024
Q3 		$500K Sell
1,941
-5,120
-73% -$1.27M 0.07% 102
2024
Q2 		$1.82M Buy
7,061
+1,245
+21% +$320K 0.27% 58
2024
Q1 		$1.58M Buy
5,816
+4,527
+351% +$1.15M 0.24% 59
2023
Q4 		$312K Buy
+1,289
New +$307K 0.05% 140
2022
Q4 		– Sell
-16,939
Closed -$3.89M – 220
2022
Q3 		$3.89M Buy
16,939
+5,546
+49% +$1.35M 0.84% 21
2022
Q2 		$2.65M Buy
+11,393
New +$2.77M 0.58% 35

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

Teamwork Financial Advisors's STZ Position: Q1 2025 in Review

Teamwork Financial Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,339 shares — an estimated $296K sold.

Teamwork Financial Advisors first reported a position in STZ in Q2 2022 and held it in 7 quarters. The position peaked at $3.89M in Q3 2022. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Teamwork Financial Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,339 Constellation Brands shares in Q1 2025, an estimated $296K.
  • Teamwork Financial Advisors first reported a position in Constellation Brands in Q2 2022 and held it in 7 quarters.
  • Teamwork Financial Advisors's Constellation Brands position peaked at $3.89M in Q3 2022.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Teamwork Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.