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C.M. Bidwell & Associates’s Constellation Brands STZ Stock Holding History

C.M. Bidwell & Associates’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
-445
Closed -$115K – 534
2024
Q3 		$115K Buy
445
+6
+1% +$1.49K 0.07% 160
2024
Q2 		$113K Hold
439
– – 0.08% 167
2024
Q1 		$119K Buy
439
+2
+0.5% +$506 0.08% 161
2023
Q4 		$106K Buy
437
+4
+0.9% +$951 0.08% 156
2023
Q3 		$109K Hold
433
– – 0.08% 212
2023
Q2 		$107K Buy
+433
New +$101K 0.08% 230
2021
Q3 		– Sell
-527
Closed -$123K – 612
2021
Q2 		$123K Buy
527
+8
+2% +$1.88K 0.08% 236
2021
Q1 		$118K Buy
+519
New +$117K 0.09% 222
2020
Q4 		– Sell
-15
Closed -$3K – 540
2020
Q3 		$3K Buy
+15
New +$2.74K ﹤0.01% 404
2018
Q3 		– Sell
-1,300
Closed -$285K – 451
2018
Q2 		$285K Sell
1,300
-3,515
-73% -$794K 0.26% 102
2018
Q1 		$1.1M Sell
4,815
-295
-6% -$65K 1% 18
2017
Q4 		$1.17M Sell
5,110
-15
-0.3% -$3.24K 1.01% 14
2017
Q3 		$1.02M Sell
5,125
-45,680
-90% -$9.04M 1.57% 9
2017
Q2 		$9.84M Buy
50,805
+24,530
+93% +$4.37M 2.1% 4
2017
Q1 		$4.26M Buy
26,275
+1,990
+8% +$310K 0.96% 39
2016
Q4 		$3.72M Buy
+24,285
New +$3.86M 0.88% 56
2016
Q2 		– Sell
-3,810
Closed -$576K – 315
2016
Q1 		$576K Buy
+3,810
New +$550K 0.14% 100

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

C.M. Bidwell & Associates's STZ Position: Q4 2024 in Review

C.M. Bidwell & Associates sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 445 shares — an estimated $115K sold.

C.M. Bidwell & Associates first reported a position in STZ in Q1 2016 and held it in 17 quarters. The position peaked at $9.84M in Q2 2017. 1,338 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • C.M. Bidwell & Associates reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 445 Constellation Brands shares in Q4 2024, an estimated $115K.
  • C.M. Bidwell & Associates first reported a position in Constellation Brands in Q1 2016 and held it in 17 quarters.
  • C.M. Bidwell & Associates's Constellation Brands position peaked at $9.84M in Q2 2017.
  • 1,338 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.