Cassady Schiller Wealth Management’s Constellation Brands STZ Stock Holding History

Cassady Schiller 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
2024 Q4	$5.3K	Buy	24 +12	+100%	+$2.85K	﹤0.01%	398
2024 Q3	$3.09K	Hold	12	–	–	﹤0.01%	370
2024 Q2	$3.09K	Hold	12	–	–	﹤0.01%	370
2024 Q1	$3.26K	Sell	12 -113	-90%	-$28.6K	﹤0.01%	394
2023 Q4	$30.2K	Hold	125	–	–	0.02%	245
2023 Q3	$31.4K	Hold	125	–	–	0.02%	230
2023 Q2	$30.8K	Hold	125	–	–	0.02%	245
2023 Q1	$28.2K	Hold	125	–	–	0.01%	245
2022 Q4	$29K	Buy	+125	New	+$29.9K	0.02%	240
2022 Q1	–	Sell	-129	Closed	-$32K	–	535
2021 Q4	$32K	Buy	+129	New	+$29.4K	0.02%	240

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cassady Schiller Wealth Management's STZ Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Constellation Brands (STZ) stake by 100% in Q4 2024, buying an estimated $2.85K and bringing the position to 24 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Cassady Schiller Wealth Management first reported a position in STZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $32K in Q4 2021. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Cassady Schiller Wealth Management held 24 shares of Constellation Brands worth $5.3K as of Q4 2024.
Cassady Schiller Wealth Management bought 12 Constellation Brands shares in Q4 2024, an estimated $2.85K.
Constellation Brands made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #398 holding.
Cassady Schiller Wealth Management first reported a position in Constellation Brands in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Constellation Brands position peaked at $32K in Q4 2021.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.