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Wealth Alliance’s Constellation Brands STZ Stock Holding History

Wealth Alliance’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
-1,429
Closed -$262K – 567
2025
Q1 		$262K Sell
1,429
-119
-8% -$21.6K 0.03% 430
2024
Q4 		$342K Sell
1,548
-121
-7% -$28.7K 0.04% 347
2024
Q3 		$430K Buy
1,669
+93
+6% +$23.1K 0.05% 305
2024
Q2 		$406K Sell
1,576
-361
-19% -$92.8K 0.05% 303
2024
Q1 		$526K Sell
1,937
-69
-3% -$17.5K 0.07% 260
2023
Q4 		$485K Sell
2,006
-131
-6% -$31.2K 0.07% 264
2023
Q3 		$537K Sell
2,137
-613
-22% -$160K 0.08% 227
2023
Q2 		$677K Sell
2,750
-1,927
-41% -$451K 0.1% 202
2023
Q1 		$1.06M Sell
4,677
-8
-0.2% -$1.78K 0.17% 128
2022
Q4 		$1.09M Sell
4,685
-3
-0.1% -$718 0.19% 124
2022
Q3 		$1.08M Buy
4,688
+111
+2% +$27.1K 0.21% 106
2022
Q2 		$1.07M Buy
4,577
+2,798
+157% +$681K 0.2% 115
2022
Q1 		$410K Buy
1,779
+34
+2% +$7.85K 0.08% 262
2021
Q4 		$438K Sell
1,745
-133
-7% -$30.3K 0.09% 252
2021
Q3 		$396K Sell
1,878
-117
-6% -$25.5K 0.09% 264
2021
Q2 		$467K Sell
1,995
-266
-12% -$62.4K 0.11% 211
2021
Q1 		$515K Sell
2,261
-190
-8% -$42.8K 0.14% 171
2020
Q4 		$537K Sell
2,451
-115
-4% -$22.6K 0.16% 162
2020
Q3 		$486K Buy
2,566
+45
+2% +$8.21K 0.17% 147
2020
Q2 		$441K Buy
2,521
+352
+16% +$58.6K 0.17% 151
2020
Q1 		$311K Buy
+2,169
New +$383K 0.17% 154

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wealth Alliance's STZ Position: Q2 2025 in Review

Wealth Alliance sold out of Constellation Brands (STZ) in Q2 2025, closing a stake of 1,429 shares — an estimated $262K sold.

Wealth Alliance first reported a position in STZ in Q1 2020 and held it in 21 quarters. The position peaked at $1.09M in Q4 2022. 1,129 funds tracked by Wall St. Rank hold STZ as of Q2 2025.

  • Wealth Alliance reported no remaining Constellation Brands position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance sold 1,429 Constellation Brands shares in Q2 2025, an estimated $262K.
  • Wealth Alliance first reported a position in Constellation Brands in Q1 2020 and held it in 21 quarters.
  • Wealth Alliance's Constellation Brands position peaked at $1.09M in Q4 2022.
  • 1,129 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2025.

Based on Wealth Alliance's 13F filing for Q2 2025, filed 8 Aug 2025.