VWA
STZ icon

Visionary Wealth Advisors’s Constellation Brands STZ Stock Holding History

Visionary 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
-1,643
Closed -$267K – 622
2025
Q2 		$267K Buy
1,643
+294
+22% +$52.7K 0.01% 484
2025
Q1 		$248K Sell
1,349
-163
-11% -$29.6K 0.01% 484
2024
Q4 		$334K Buy
1,512
+36
+2% +$8.55K 0.02% 420
2024
Q3 		$380K Buy
1,476
+5
+0.3% +$1.24K 0.02% 388
2024
Q2 		$379K Sell
1,471
-37
-2% -$9.52K 0.02% 374
2024
Q1 		$410K Buy
1,508
+39
+3% +$9.87K 0.03% 356
2023
Q4 		$355K Sell
1,469
-11
-0.7% -$2.62K 0.03% 365
2023
Q3 		$372K Sell
1,480
-8
-0.5% -$2.09K 0.03% 338
2023
Q2 		$366K Buy
1,488
+4
+0.3% +$936 0.03% 335
2023
Q1 		$335K Hold
1,484
– – 0.03% 333
2022
Q4 		$344K Buy
1,484
+3
+0.2% +$718 0.03% 297
2022
Q3 		$340K Sell
1,481
-15
-1% -$3.66K 0.04% 275
2022
Q2 		$349K Buy
1,496
+24
+2% +$5.84K 0.03% 300
2022
Q1 		$339K Buy
+1,472
New +$340K 0.03% 303

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Visionary Wealth Advisors's STZ Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,643 shares — an estimated $267K sold.

Visionary Wealth Advisors first reported a position in STZ in Q1 2022 and held it in 14 quarters. The position peaked at $410K in Q1 2024. 1,045 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,643 Constellation Brands shares in Q3 2025, an estimated $267K.
  • Visionary Wealth Advisors first reported a position in Constellation Brands in Q1 2022 and held it in 14 quarters.
  • Visionary Wealth Advisors's Constellation Brands position peaked at $410K in Q1 2024.
  • 1,045 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.