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WBH Advisory’s Constellation Brands STZ Stock Holding History

WBH Advisory’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
-1,875
Closed -$414K – 337
2024
Q4 		$414K Sell
1,875
-16
-0.8% -$3.8K 0.04% 230
2024
Q3 		$487K Buy
1,891
+15
+0.8% +$3.72K 0.05% 217
2024
Q2 		$483K Hold
1,876
– – 0.05% 216
2024
Q1 		$510K Sell
1,876
-11
-0.6% -$2.78K 0.05% 211
2023
Q4 		$456K Sell
1,887
-125
-6% -$29.7K 0.05% 221
2023
Q3 		$506K Sell
2,012
-350
-15% -$91.4K 0.06% 201
2023
Q2 		$581K Sell
2,362
-50
-2% -$11.7K 0.07% 188
2023
Q1 		$545K Buy
+2,412
New +$537K 0.07% 199
2022
Q3 		$554K Hold
2,412
– – 0.08% 189
2022
Q2 		$582K Hold
2,412
– – 0.08% 188
2022
Q1 		$603K Buy
2,412
+15
+0.6% +$3.46K 0.07% 198
2021
Q4 		$602K Buy
2,397
+75
+3% +$17.1K 0.07% 199
2021
Q3 		$489K Hold
2,322
– – 0.07% 204
2021
Q2 		$522K Sell
2,322
-171
-7% -$40.1K 0.08% 176
2021
Q1 		$568K Sell
2,493
-17
-0.7% -$3.83K 0.09% 166
2020
Q4 		$571K Sell
2,510
-200
-7% -$39.3K 0.1% 157
2020
Q3 		$514K Sell
2,710
-55
-2% -$10K 0.1% 157
2020
Q2 		$483K Buy
2,765
+97
+4% +$16.2K 0.12% 153
2020
Q1 		$382 Sell
2,668
-35
-1% -$6.17K 0.09% 153
2019
Q4 		$512K Sell
2,703
-18
-0.7% -$3.4K 0.1% 155
2019
Q3 		$564K Buy
2,721
+478
+21% +$96K 0.13% 141
2019
Q2 		$441K Buy
2,243
+225
+11% +$43.9K 0.1% 161
2019
Q1 		$353K Buy
2,018
+150
+8% +$25.3K 0.08% 179
2018
Q4 		$300 Sell
1,868
-45
-2% -$8.94K 0.07% 188
2018
Q3 		$412K Buy
1,913
+613
+47% +$130K 0.1% 167
2018
Q2 		$284K Hold
1,300
– – 0.07% 192
2018
Q1 		$296K Buy
+1,300
New +$286K 0.08% 190

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 $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WBH Advisory's STZ Position: Q1 2025 in Review

WBH Advisory sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,875 shares — an estimated $414K sold.

WBH Advisory first reported a position in STZ in Q1 2018 and held it in 27 quarters. The position peaked at $603K in Q1 2022. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • WBH Advisory reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • WBH Advisory sold 1,875 Constellation Brands shares in Q1 2025, an estimated $414K.
  • WBH Advisory first reported a position in Constellation Brands in Q1 2018 and held it in 27 quarters.
  • WBH Advisory's Constellation Brands position peaked at $603K in Q1 2022.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on WBH Advisory's 13F filing for Q1 2025, filed 12 May 2025.