Baron Wealth Management’s Constellation Brands STZ Stock Holding History

Baron 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
2024 Q4	–	Sell	-815	Closed	-$210K	–	220
2024 Q3	$210K	Sell	815 -31	-4%	-$7.68K	0.1%	188
2024 Q2	$218K	Sell	846 -272	-24%	-$70K	0.11%	155
2024 Q1	$304K	Sell	1,118 -9	-0.8%	-$2.28K	0.16%	118
2023 Q4	$273K	Sell	1,127 -6	-0.5%	-$1.43K	0.15%	125
2023 Q3	$285K	Sell	1,133 -99	-8%	-$25.8K	0.18%	99
2023 Q2	$303K	Buy	1,232 +123	+11%	+$28.8K	0.19%	93
2023 Q1	$251K	Buy	1,109 +94	+9%	+$20.9K	0.18%	104
2022 Q4	$235K	Buy	+1,015	New	+$243K	0.18%	108

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baron Wealth Management's STZ Position: Q4 2024 in Review

Baron Wealth Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 815 shares — an estimated $210K sold.

Baron Wealth Management first reported a position in STZ in Q4 2022 and held it in 8 quarters. The position peaked at $304K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Baron Wealth Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Baron Wealth Management sold 815 Constellation Brands shares in Q4 2024, an estimated $210K.
Baron Wealth Management first reported a position in Constellation Brands in Q4 2022 and held it in 8 quarters.
Baron Wealth Management's Constellation Brands position peaked at $304K in Q1 2024.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Baron Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.