Wealth Advisors of Iowa’s Constellation Brands STZ Stock Holding History

Wealth Advisors of Iowa’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 Q2	–	Sell	-1,121	Closed	-$206K	–	82
2025 Q1	$206K	Hold	1,121	–	–	0.09%	71
2024 Q4	$248K	Hold	1,121	–	–	0.12%	54
2024 Q3	$289K	Hold	1,121	–	–	0.15%	47
2024 Q2	$288K	Hold	1,121	–	–	0.16%	38
2024 Q1	$305K	Hold	1,121	–	–	0.19%	46
2023 Q4	$271K	Sell	1,121 -110	-9%	-$26.2K	0.18%	47
2023 Q3	$309K	Sell	1,231 -981	-44%	-$256K	0.22%	44
2023 Q2	$1.19M	Buy	2,212 +981	+80%	+$230K	0.86%	14
2023 Q1	$278K	Hold	1,231	–	–	0.22%	47
2022 Q4	$285K	Hold	1,231	–	–	0.23%	53
2022 Q3	$283K	Sell	1,231 -1,862	-60%	-$454K	0.26%	40
2022 Q2	$717K	Buy	3,093 +2,062	+200%	+$502K	0.13%	52
2022 Q1	$237K	Hold	1,031	–	–	0.12%	55
2021 Q4	$259K	Hold	1,031	–	–	0.14%	50
2021 Q3	$217K	Hold	1,031	–	–	0.12%	52
2021 Q2	$241K	Hold	1,031	–	–	0.13%	46
2021 Q1	$235K	Hold	1,031	–	–	0.13%	47
2020 Q4	$226K	Buy	+1,031	New	+$203K	0.14%	37

Other funds holding STZ

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Wealth Advisors of Iowa's STZ Position: Q2 2025 in Review

Wealth Advisors of Iowa sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,121 shares — an estimated $206K sold.

Wealth Advisors of Iowa first reported a position in STZ in Q4 2020 and held it in 18 quarters. The position peaked at $1.19M in Q2 2023. 1,130 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

Wealth Advisors of Iowa reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Iowa sold 1,121 Constellation Brands shares in Q2 2025, an estimated $206K.
Wealth Advisors of Iowa first reported a position in Constellation Brands in Q4 2020 and held it in 18 quarters.
Wealth Advisors of Iowa's Constellation Brands position peaked at $1.19M in Q2 2023.
1,130 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2025, filed 12 Aug 2025.