AFCM
Applied Finance Capital Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
93,359
+12,686
| +16% | +$2.06M | 1.04% | 40 |
|
|
2025
Q1 | $14.8M | Sell |
80,673
-43,130
| -35% | -$7.92M | 1.09% | 39 |
|
|
2024
Q4 | $27.4M | Buy |
123,803
+2,020
| +2% | +$446K | 1.19% | 37 |
|
|
2024
Q3 | $31.4M | Buy |
121,783
+908
| +0.8% | +$234K | 1.34% | 34 |
|
|
2024
Q2 | $31.1M | Buy |
120,875
+33,928
| +39% | +$8.73M | 1.44% | 33 |
|
|
2024
Q1 | $23.6M | Buy |
86,947
+11,680
| +16% | +$3.17M | 1.66% | 33 |
|
|
2023
Q4 | $18.2M | Buy |
75,267
+6,879
| +10% | +$1.66M | 1.58% | 38 |
|
|
2023
Q3 | $17.2M | Buy |
68,388
+3,075
| +5% | +$773K | 1.87% | 22 |
|
|
2023
Q2 | $16.1M | Buy |
65,313
+9,018
| +16% | +$2.22M | 1.82% | 27 |
|
|
2023
Q1 | $12.7M | Buy |
56,295
+847
| +2% | +$191K | 1.58% | 36 |
|
|
2022
Q4 | $12.9M | Buy |
+55,448
| New | +$12.9M | 1.68% | 37 |
|