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Anchor Capital Advisors’s Constellation Brands STZ Stock Holding History

Anchor Capital 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
-1,324
Closed -$341K – 257
2024
Q3 		$341K Buy
1,324
+93
+8% +$23.1K 0.01% 215
2024
Q2 		$317K Buy
1,231
+53
+4% +$13.6K 0.01% 219
2024
Q1 		$320K Sell
1,178
-2,441
-67% -$618K 0.01% 223
2023
Q4 		$875K Buy
3,619
+15
+0.4% +$3.57K 0.02% 180
2023
Q3 		$906K Buy
3,604
+140
+4% +$36.5K 0.03% 171
2023
Q2 		$853K Buy
+3,464
New +$811K 0.02% 186

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

Anchor Capital Advisors's STZ Position: Q4 2024 in Review

Anchor Capital Advisors sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,324 shares — an estimated $341K sold.

Anchor Capital Advisors first reported a position in STZ in Q2 2023 and held it in 6 quarters. The position peaked at $906K in Q3 2023. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Anchor Capital Advisors reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Anchor Capital Advisors sold 1,324 Constellation Brands shares in Q4 2024, an estimated $341K.
  • Anchor Capital Advisors first reported a position in Constellation Brands in Q2 2023 and held it in 6 quarters.
  • Anchor Capital Advisors's Constellation Brands position peaked at $906K in Q3 2023.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Anchor Capital Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.