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Xcel Wealth Management’s Constellation Brands STZ Stock Holding History

Xcel 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
-6,104
Closed -$1.35M – 134
2024
Q4 		$1.35M Sell
6,104
-292
-5% -$69.4K 0.37% 53
2024
Q3 		$1.65M Sell
6,396
-1,580
-20% -$392K 0.48% 46
2024
Q2 		$2.05M Buy
7,976
+734
+10% +$189K 0.64% 40
2024
Q1 		$1.97M Sell
7,242
-425
-6% -$108K 0.62% 39
2023
Q4 		$1.85M Sell
7,667
-1,200
-14% -$285K 0.65% 41
2023
Q3 		$2.23M Sell
8,867
-697
-7% -$182K 0.88% 30
2023
Q2 		$2.35M Sell
9,564
-95
-1% -$22.2K 0.74% 38
2023
Q1 		$2.18M Hold
9,659
– – 0.77% 37
2022
Q4 		$2.24M Sell
9,659
-150
-2% -$35.9K 0.88% 31
2022
Q3 		$2.25M Sell
9,809
-125
-1% -$30.5K 0.84% 40
2022
Q2 		$2.31M Sell
9,934
-3,915
-28% -$953K 0.84% 37
2022
Q1 		$3.19M Buy
13,849
+200
+1% +$46.2K 0.87% 35
2021
Q4 		$3.42M Buy
13,649
+880
+7% +$201K 0.88% 36
2021
Q3 		$2.69M Buy
12,769
+3,050
+31% +$666K 0.78% 38
2021
Q2 		$2.27M Sell
9,719
-50
-0.5% -$11.7K 0.69% 42
2021
Q1 		$2.23M Hold
9,769
– – 0.79% 37
2020
Q4 		$2.14M Buy
9,769
+1,950
+25% +$383K 0.92% 35
2020
Q3 		$1.48M Hold
7,819
– – 0.76% 37
2020
Q2 		$1.37M Buy
7,819
+1,850
+31% +$308K 0.85% 35
2020
Q1 		$855K Buy
+5,969
New +$1.05M 0.77% 38

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

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

Xcel Wealth Management sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 6,104 shares — an estimated $1.35M sold.

Xcel Wealth Management first reported a position in STZ in Q1 2020 and held it in 20 quarters. The position peaked at $3.42M in Q4 2021. 1,176 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Xcel Wealth Management reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Xcel Wealth Management sold 6,104 Constellation Brands shares in Q1 2025, an estimated $1.35M.
  • Xcel Wealth Management first reported a position in Constellation Brands in Q1 2020 and held it in 20 quarters.
  • Xcel Wealth Management's Constellation Brands position peaked at $3.42M in Q4 2021.
  • 1,176 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Xcel Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.