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Cornerstone Advisory’s Constellation Brands STZ Stock Holding History

Cornerstone Advisory’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
-1,003
Closed -$258K – 238
2024
Q3 		$258K Sell
1,003
-6
-0.6% -$1.49K 0.03% 195
2024
Q2 		$260K Sell
1,009
-1,477
-59% -$380K 0.04% 188
2024
Q1 		$676K Buy
2,486
+21
+0.9% +$5.31K 0.1% 119
2023
Q4 		$596K Buy
2,465
+18
+0.7% +$4.28K 0.09% 124
2023
Q3 		$615K Buy
2,447
+11
+0.5% +$2.87K 0.11% 113
2023
Q2 		$600K Buy
2,436
+2
+0.1% +$468 0.11% 121
2023
Q1 		$550K Buy
2,434
+1,395
+134% +$310K 0.1% 125
2022
Q4 		$241K Buy
1,039
+1
+0.1% +$239 0.05% 181
2022
Q3 		$238K Buy
+1,038
New +$253K 0.05% 178
2022
Q2 		– Sell
-2,852
Closed -$657K – 217
2022
Q1 		$657K Buy
2,852
+300
+12% +$69.3K 0.1% 147
2021
Q4 		$641K Hold
2,552
– – 0.09% 157
2021
Q3 		$538K Sell
2,552
-1,000
-28% -$218K 0.09% 157
2021
Q2 		$831K Hold
3,552
– – 0.14% 116
2021
Q1 		$810K Buy
3,552
+1,000
+39% +$225K 0.15% 114
2020
Q4 		$559K Buy
+2,552
New +$502K 0.11% 138

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

Cornerstone Advisory's STZ Position: Q4 2024 in Review

Cornerstone Advisory sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,003 shares — an estimated $258K sold.

Cornerstone Advisory first reported a position in STZ in Q4 2020 and held it in 15 quarters. The position peaked at $831K in Q2 2021. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Cornerstone Advisory reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Advisory sold 1,003 Constellation Brands shares in Q4 2024, an estimated $258K.
  • Cornerstone Advisory first reported a position in Constellation Brands in Q4 2020 and held it in 15 quarters.
  • Cornerstone Advisory's Constellation Brands position peaked at $831K in Q2 2021.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Cornerstone Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.