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U.S. Capital Wealth Advisors’s Constellation Brands STZ Stock Holding History

U.S. Capital 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
Q3 		– Sell
-1,823
Closed -$297K – 971
2025
Q2 		$297K Buy
1,823
+97
+6% +$17.4K 0.01% 715
2025
Q1 		$317K Buy
+1,726
New +$314K 0.01% 692
2024
Q4 		– Sell
-4,068
Closed -$1.05M – 834
2024
Q3 		$1.05M Sell
4,068
-920
-18% -$228K 0.04% 348
2024
Q2 		$1.28M Buy
4,988
+112
+2% +$28.8K 0.05% 313
2024
Q1 		$1.33M Sell
4,876
-19
-0.4% -$4.81K 0.05% 300
2023
Q4 		$1.18M Sell
4,895
-74
-1% -$17.6K 0.05% 310
2023
Q3 		$1.25M Buy
4,969
+33
+0.7% +$8.62K 0.06% 277
2023
Q2 		$1.21M Buy
4,936
+116
+2% +$27.1K 0.06% 291
2023
Q1 		$1.09M Hold
4,820
– – 0.05% 289
2022
Q4 		$1.12M Hold
4,820
– – 0.05% 311
2022
Q3 		$1.11M Sell
4,820
-115
-2% -$28K 0.06% 319
2022
Q2 		$1.15M Sell
4,935
-2,425
-33% -$590K 0.05% 326
2022
Q1 		$1.7M Sell
7,360
-560
-7% -$129K 0.06% 298
2021
Q4 		$1.99M Buy
7,920
+550
+7% +$125K 0.08% 257
2021
Q3 		$1.55M Buy
+7,370
New +$1.61M 0.07% 304

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return