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1834 Investment Advisors’s Constellation Brands STZ Stock Holding History

1834 Investment Advisors’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
2024
Q4 		– Sell
-1,586
Closed -$409K – 221
2024
Q3 		$409K Buy
1,586
+147
+10% +$36.4K 0.05% 177
2024
Q2 		$370K Buy
1,439
+259
+22% +$66.6K 0.04% 183
2024
Q1 		$321K Buy
1,180
+229
+24% +$57.9K 0.04% 189
2023
Q4 		$230K Sell
951
-614
-39% -$146K 0.03% 218
2023
Q3 		$393K Buy
1,565
+217
+16% +$56.6K 0.05% 180
2023
Q2 		$332K Buy
1,348
+441
+49% +$103K 0.04% 198
2023
Q1 		$205K Buy
+907
New +$202K 0.02% 236
2021
Q1 		– Sell
-3,715
Closed -$814K – 500
2020
Q4 		$814K Sell
3,715
-158
-4% -$31.1K 0.11% 97
2020
Q3 		$734K Sell
3,873
-39
-1% -$7.11K 0.11% 100
2020
Q2 		$684K Buy
3,912
+3,408
+676% +$568K 0.11% 102
2020
Q1 		$72K Sell
504
-36,758
-99% -$6.49M 0.01% 232
2019
Q4 		$7.07M Sell
37,262
-1,331
-3% -$251K 1.08% 33
2019
Q3 		$8M Buy
38,593
+1,251
+3% +$251K 1.16% 32
2019
Q2 		$7.35M Buy
37,342
+1,089
+3% +$213K 1.11% 29
2019
Q1 		$6.36M Buy
+36,253
New +$6.11M 0.97% 39

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

1834 Investment Advisors's STZ Position: Q4 2024 in Review

1834 Investment Advisors sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,586 shares — an estimated $409K sold.

1834 Investment Advisors first reported a position in STZ in Q1 2019 and held it in 15 quarters. The position peaked at $8M in Q3 2019. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • 1834 Investment Advisors reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,586 Constellation Brands shares in Q4 2024, an estimated $409K.
  • 1834 Investment Advisors first reported a position in Constellation Brands in Q1 2019 and held it in 15 quarters.
  • 1834 Investment Advisors's Constellation Brands position peaked at $8M in Q3 2019.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on 1834 Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.