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Cohen Investment Advisors’s Constellation Brands STZ Stock Holding History

Cohen Investment 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
2024
Q4 		– Sell
-904
Closed -$233K – 78
2024
Q3 		$233K Sell
904
-48
-5% -$11.9K 0.14% 77
2024
Q2 		$239K Buy
952
+16
+2% +$4.12K 0.19% 75
2024
Q1 		$254K Sell
936
-1
-0.1% -$253 0.16% 74
2023
Q4 		$227K Sell
937
-15
-2% -$3.57K 0.17% 75
2023
Q3 		$239K Sell
952
-30
-3% -$7.83K 0.19% 75
2023
Q2 		$242K Sell
982
-16
-2% -$3.74K 0.19% 75
2023
Q1 		$225K Buy
998
+36
+4% +$8.01K 0.18% 76
2022
Q4 		$223K Sell
962
-11
-1% -$2.63K 0.19% 76
2022
Q3 		$223K Hold
973
– – 0.2% 75
2022
Q2 		$227K Buy
973
+32
+3% +$7.79K 0.19% 77
2022
Q1 		$217K Buy
941
+10
+1% +$2.31K 0.16% 78
2021
Q4 		$234K Buy
+931
New +$212K 0.17% 79

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

Cohen Investment Advisors's STZ Position: Q4 2024 in Review

Cohen Investment Advisors sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 904 shares — an estimated $233K sold.

Cohen Investment Advisors first reported a position in STZ in Q4 2021 and held it in 12 quarters. The position peaked at $254K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Cohen Investment Advisors reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Cohen Investment Advisors sold 904 Constellation Brands shares in Q4 2024, an estimated $233K.
  • Cohen Investment Advisors first reported a position in Constellation Brands in Q4 2021 and held it in 12 quarters.
  • Cohen Investment Advisors's Constellation Brands position peaked at $254K in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Cohen Investment Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.