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BOK Financial Private Wealth’s Constellation Brands STZ Stock Holding History

BOK Financial Private Wealth’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
2025
Q1 		– Sell
-32
Closed -$7.07K – 646
2024
Q4 		$7.07K Buy
32
+2
+7% +$475 ﹤0.01% 390
2024
Q3 		$7.73K Sell
30
-138
-82% -$34.2K ﹤0.01% 410
2024
Q2 		$43.2K Buy
+168
New +$43.2K ﹤0.01% 273
2024
Q1 		– Sell
-251
Closed -$60.7K – 539
2023
Q4 		$60.7K Sell
251
-15
-6% -$3.57K ﹤0.01% 225
2023
Q3 		$66.9K Buy
266
+25
+10% +$6.53K 0.01% 209
2023
Q2 		$59.3K Buy
241
+44
+22% +$10.3K ﹤0.01% 220
2023
Q1 		$44.5K Sell
197
-84
-30% -$18.7K ﹤0.01% 246
2022
Q4 		$65.1K Buy
281
+84
+43% +$20.1K 0.01% 220
2022
Q3 		$45K Buy
+197
New +$48K ﹤0.01% 252
2020
Q1 		– Sell
-12,979
Closed -$2.46M – 204
2019
Q4 		$2.46M Buy
+12,979
New +$2.45M 0.21% 75

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial Private Wealth's STZ Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 32 shares — an estimated $7.07K sold.

BOK Financial Private Wealth first reported a position in STZ in Q4 2019 and held it in 10 quarters. The position peaked at $2.46M in Q4 2019. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 32 Constellation Brands shares in Q1 2025, an estimated $7.07K.
  • BOK Financial Private Wealth first reported a position in Constellation Brands in Q4 2019 and held it in 10 quarters.
  • BOK Financial Private Wealth's Constellation Brands position peaked at $2.46M in Q4 2019.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.