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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's STZ Position: Q3 2025 in Review

U.S. Capital Wealth Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,823 shares — an estimated $297K sold.

U.S. Capital Wealth Advisors first reported a position in STZ in Q3 2021 and held it in 15 quarters. The position peaked at $1.99M in Q4 2021. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

U.S. Capital Wealth Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,823 Constellation Brands shares in Q3 2025, an estimated $297K.
U.S. Capital Wealth Advisors first reported a position in Constellation Brands in Q3 2021 and held it in 15 quarters.
U.S. Capital Wealth Advisors's Constellation Brands position peaked at $1.99M in Q4 2021.
1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.