CoreFirst Bank & Trust’s Constellation Brands STZ Stock Holding History

CoreFirst Bank & Trust’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 Q3	–	Sell	-17	Closed	-$2.77K	–	343
2025 Q2	$2.77K	Buy	+17	New	+$3.05K	﹤0.01%	329
2025 Q1	–	Sell	-17	Closed	-$3.76K	–	314
2024 Q4	$3.76K	Hold	17	–	–	﹤0.01%	338
2024 Q3	$4.38K	Buy	+17	New	+$4.21K	﹤0.01%	326
2024 Q2	–	Sell	-17	Closed	-$4.62K	–	321
2024 Q1	$4.62K	Hold	17	–	–	﹤0.01%	331
2023 Q4	$4.11K	Hold	17	–	–	﹤0.01%	340
2023 Q3	$4.27K	Buy	+17	New	+$4.44K	﹤0.01%	360

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management

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