BerganKDV Wealth Management’s Constellation Brands STZ Stock Holding History

BerganKDV 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
2023 Q2	$7.88K	Sell	32 -9	-22%	-$2.11K	﹤0.01%	572
2023 Q1	$9.35K	Buy	41 +9	+28%	+$2K	﹤0.01%	614
2022 Q4	$7.5K	Buy	32 +15	+88%	+$3.59K	﹤0.01%	617
2022 Q3	$4K	Hold	17	–	–	﹤0.01%	727
2022 Q2	$4K	Hold	17	–	–	﹤0.01%	744
2022 Q1	$4K	Hold	17	–	–	﹤0.01%	774
2021 Q4	$4K	Hold	17	–	–	﹤0.01%	832
2021 Q3	$4K	Hold	17	–	–	﹤0.01%	793
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	741
2021 Q1	$4K	Hold	17	–	–	﹤0.01%	705
2020 Q4	$4K	Sell	17 -10	-37%	-$1.97K	﹤0.01%	705
2020 Q3	$5K	Hold	27	–	–	﹤0.01%	587
2020 Q2	$5K	Sell	27 -49	-64%	-$8.16K	﹤0.01%	636
2020 Q1	$11K	Buy	76 +10	+15%	+$1.76K	﹤0.01%	485
2019 Q4	$13K	Buy	+66	New	+$12.5K	﹤0.01%	504
2019 Q2	–	Sell	-181	Closed	-$32K	–	768
2019 Q1	$32K	Hold	181	–	–	0.01%	382
2018 Q4	$29K	Buy	181 +50	+38%	+$9.94K	0.01%	355
2018 Q3	$28K	Sell	131 -9	-6%	-$1.91K	0.01%	379
2018 Q2	$31K	Buy	+140	New	+$31.6K	0.01%	376

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's STZ Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Constellation Brands (STZ) stake by 22% in Q2 2023, selling an estimated $2.11K and leaving 32 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

BerganKDV Wealth Management first reported a position in STZ in Q2 2018 and has held it in 19 quarters since. The position peaked at $32K in Q1 2019. 1,228 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

BerganKDV Wealth Management held 32 shares of Constellation Brands worth $7.88K as of Q2 2023.
BerganKDV Wealth Management sold 9 Constellation Brands shares in Q2 2023, an estimated $2.11K.
Constellation Brands made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #572 holding.
BerganKDV Wealth Management first reported a position in Constellation Brands in Q2 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's Constellation Brands position peaked at $32K in Q1 2019.
1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.