Wealthspire Advisors (New York)’s Constellation Brands STZ Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-274	Closed	-$36.9K	–	2667
2025 Q3	$36.9K	Buy	+274	New	+$43.6K	﹤0.01%	1359
2021 Q2	–	Sell	-2,966	Closed	-$676K	–	624
2021 Q1	$676K	Buy	2,966 +1,686	+132%	+$380K	0.02%	332
2020 Q4	$280K	Buy	+1,280	New	+$252K	0.01%	456
2020 Q2	–	Sell	-1,847	Closed	-$265K	–	498
2020 Q1	$265K	Buy	+1,847	New	+$326K	0.01%	416
2019 Q1	–	Sell	-118	Closed	-$19K	–	689
2018 Q4	$19K	Buy	+118	New	+$23.4K	﹤0.01%	356

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wealthspire Advisors (New York)'s STZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Constellation Brands (STZ) in Q4 2025, closing a stake of 274 shares — an estimated $36.9K sold.

Wealthspire Advisors (New York) first reported a position in STZ in Q4 2018 and held it in 5 quarters. The position peaked at $676K in Q1 2021. 1,040 funds tracked by Wall St. Rank hold STZ as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Constellation Brands position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 274 Constellation Brands shares in Q4 2025, an estimated $36.9K.
Wealthspire Advisors (New York) first reported a position in Constellation Brands in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Constellation Brands position peaked at $676K in Q1 2021.
1,040 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.