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Alta Advisers’s Constellation Brands STZ Stock Holding History

Alta Advisers’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
-500
Closed -$129K – 374
2024
Q3 		$129K Hold
500
– – 0.06% 233
2024
Q2 		$129K Hold
500
– – 0.06% 202
2024
Q1 		$136K Hold
500
– – 0.07% 200
2023
Q4 		$121K Hold
500
– – 0.06% 210
2023
Q3 		$126K Hold
500
– – 0.07% 171
2023
Q2 		$123K Hold
500
– – 0.07% 187
2023
Q1 		$113K Hold
500
– – 0.07% 199
2022
Q4 		$116K Hold
500
– – 0.07% 191
2022
Q3 		$115K Buy
+500
New +$122K 0.07% 167

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

Alta Advisers's STZ Position: Q4 2024 in Review

Alta Advisers sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 500 shares — an estimated $129K sold.

Alta Advisers first reported a position in STZ in Q3 2022 and held it in 9 quarters. The position peaked at $136K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Alta Advisers reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 500 Constellation Brands shares in Q4 2024, an estimated $129K.
  • Alta Advisers first reported a position in Constellation Brands in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Constellation Brands position peaked at $136K in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.