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BKS Advisors’s Constellation Brands STZ Stock Holding History

BKS 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
2019
Q1 		$230K Buy
+1,312
New +$221K 0.09% 187

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

BKS Advisors's STZ Position: Q1 2019 in Review

BKS Advisors opened a new position in Constellation Brands (STZ) in Q1 2019: 1,312 shares worth $230K. The stake represents 0.09% of the portfolio and ranks #187 among its holdings.

1,002 funds tracked by Wall St. Rank hold STZ as of Q1 2019.

  • BKS Advisors held 1,312 shares of Constellation Brands worth $230K as of Q1 2019.
  • Constellation Brands was a new BKS Advisors position in Q1 2019.
  • Constellation Brands made up 0.09% of BKS Advisors's portfolio in Q1 2019, its #187 holding.
  • 1,002 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.