TWP
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Tempus Wealth Planning’s Constellation Brands STZ Stock Holding History

Tempus Wealth Planning’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
-2,225
Closed -$492K – 268
2024
Q4 		$492K Buy
2,225
+406
+22% +$96.5K 0.15% 147
2024
Q3 		$469K Buy
1,819
+93
+5% +$23.1K 0.17% 128
2024
Q2 		$444K Buy
1,726
+60
+4% +$15.4K 0.19% 120
2024
Q1 		$453K Sell
1,666
-6
-0.4% -$1.52K 0.2% 120
2023
Q4 		$404K Sell
1,672
-123
-7% -$29.3K 0.18% 122
2023
Q3 		$451K Sell
1,795
-23
-1% -$6K 0.23% 94
2023
Q2 		$447K Buy
1,818
+67
+4% +$15.7K 0.2% 111
2023
Q1 		$396K Buy
1,751
+41
+2% +$9.12K 0.19% 111
2022
Q4 		$396K Sell
1,710
-101
-6% -$24.2K 0.24% 111
2022
Q3 		$416K Sell
1,811
-264
-13% -$64.3K 0.28% 100
2022
Q2 		$484K Sell
2,075
-196
-9% -$47.7K 0.4% 73
2022
Q1 		$523K Sell
2,271
-334
-13% -$77.1K 0.37% 77
2021
Q4 		$654K Buy
2,605
+63
+2% +$14.4K 0.35% 78
2021
Q3 		$536K Buy
2,542
+198
+8% +$43.2K 0.3% 85
2021
Q2 		$548K Buy
2,344
+267
+13% +$62.7K 0.36% 80
2021
Q1 		$474K Buy
2,077
+211
+11% +$47.5K 0.5% 52
2020
Q4 		$409K Sell
1,866
-5
-0.3% -$983 0.53% 39
2020
Q3 		$355K Sell
1,871
-43
-2% -$7.84K 0.51% 44
2020
Q2 		$335K Sell
1,914
-242
-11% -$40.3K 0.5% 47
2020
Q1 		$309K Buy
2,156
+501
+30% +$88.4K 0.51% 42
2019
Q4 		$314K Buy
+1,655
New +$313K 0.28% 62

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 $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tempus Wealth Planning's STZ Position: Q1 2025 in Review

Tempus Wealth Planning sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 2,225 shares — an estimated $492K sold.

Tempus Wealth Planning first reported a position in STZ in Q4 2019 and held it in 21 quarters. The position peaked at $654K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Tempus Wealth Planning reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 2,225 Constellation Brands shares in Q1 2025, an estimated $492K.
  • Tempus Wealth Planning first reported a position in Constellation Brands in Q4 2019 and held it in 21 quarters.
  • Tempus Wealth Planning's Constellation Brands position peaked at $654K in Q4 2021.
  • 1,178 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Tempus Wealth Planning's 13F filing for Q1 2025, filed 6 May 2025.