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Whalen Wealth Management’s Constellation Brands STZ Stock Holding History

Whalen Wealth Management’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
-1,240
Closed -$274K – 174
2024
Q4 		$274K Buy
+1,240
New +$295K 0.19% 102

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

Whalen Wealth Management's STZ Position: Q1 2025 in Review

Whalen Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,240 shares — an estimated $274K sold.

Whalen Wealth Management first reported a position in STZ in Q4 2024 and held it in 1 quarter. The position peaked at $274K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Whalen Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,240 Constellation Brands shares in Q1 2025, an estimated $274K.
  • Whalen Wealth Management first reported a position in Constellation Brands in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Constellation Brands position peaked at $274K in Q4 2024.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.