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Beach Investment Counsel’s Constellation Brands STZ Stock Holding History

Beach Investment Counsel’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
-600
Closed -$155K – 202
2024
Q3 		$155K Hold
600
– – 0.02% 138
2024
Q2 		$154K Buy
+600
New +$154K 0.02% 137
2022
Q1 		– Sell
-14,397
Closed -$3.61M – 174
2021
Q4 		$3.61M Buy
+14,397
New +$3.28M 0.48% 61

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Beach Investment Counsel's STZ Position: Q4 2024 in Review

Beach Investment Counsel sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 600 shares — an estimated $155K sold.

Beach Investment Counsel first reported a position in STZ in Q4 2021 and held it in 3 quarters. The position peaked at $3.61M in Q4 2021. 1,339 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Beach Investment Counsel reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Beach Investment Counsel sold 600 Constellation Brands shares in Q4 2024, an estimated $155K.
  • Beach Investment Counsel first reported a position in Constellation Brands in Q4 2021 and held it in 3 quarters.
  • Beach Investment Counsel's Constellation Brands position peaked at $3.61M in Q4 2021.
  • 1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.