TRUE Private Wealth Advisors’s Constellation Brands STZ Stock Holding History

TRUE Private Wealth 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	-7,858	Closed	-$1.74M	–	240
2024 Q4	$1.74M	Sell	7,858 -324	-4%	-$77K	0.21%	73
2024 Q3	$2.11M	Buy	+8,182	New	+$2.03M	0.25%	60
2021 Q1	–	Sell	-34	Closed	-$7K	–	633
2020 Q4	$7K	Hold	34	–	–	﹤0.01%	580
2020 Q3	$6K	Hold	34	–	–	﹤0.01%	551
2020 Q2	$5K	Hold	34	–	–	﹤0.01%	565
2020 Q1	$4K	Sell	34 -77	-69%	-$13.6K	﹤0.01%	550
2019 Q4	$21K	Buy	+111	New	+$21K	﹤0.01%	480
2019 Q3	–	Sell	-276	Closed	-$54K	–	644
2019 Q2	$54K	Buy	+276	New	+$53.9K	0.01%	332
2018 Q4	–	Sell	-241	Closed	-$52K	–	830
2018 Q3	$52K	Buy	+241	New	+$51.2K	0.01%	454

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's STZ Position: Q1 2025 in Review

TRUE Private Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 7,858 shares — an estimated $1.74M sold.

TRUE Private Wealth Advisors first reported a position in STZ in Q3 2018 and held it in 9 quarters. The position peaked at $2.11M in Q3 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

TRUE Private Wealth Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
TRUE Private Wealth Advisors sold 7,858 Constellation Brands shares in Q1 2025, an estimated $1.74M.
TRUE Private Wealth Advisors first reported a position in Constellation Brands in Q3 2018 and held it in 9 quarters.
TRUE Private Wealth Advisors's Constellation Brands position peaked at $2.11M in Q3 2024.
1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.