CQS
STZ icon

Credential Qtrade Securities’s Constellation Brands STZ Stock Holding History

Credential Qtrade Securities’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
Q1 		$1.07M Buy
3,935
+464
+13% +$117K 0.06% 132
2023
Q4 		$839K Buy
3,471
+1,015
+41% +$241K 0.05% 153
2023
Q3 		$617K Buy
2,456
+9
+0.4% +$2.35K 0.04% 164
2023
Q2 		$602K Sell
2,447
-8
-0.3% -$1.87K 0.04% 172
2023
Q1 		$555K Buy
2,455
+74
+3% +$16.5K 0.04% 178
2022
Q4 		$552K Buy
2,381
+10
+0.4% +$2.39K 0.04% 171
2022
Q3 		$545K Buy
2,371
+133
+6% +$32.4K 0.04% 157
2022
Q2 		$522K Buy
2,238
+153
+7% +$37.2K 0.04% 175
2022
Q1 		$480K Buy
2,085
+183
+10% +$42.3K 0.03% 189
2021
Q4 		$477K Buy
1,902
+772
+68% +$176K 0.03% 190
2021
Q3 		$238K Buy
1,130
+62
+6% +$13.5K 0.02% 230
2021
Q2 		$250K Buy
1,068
+128
+14% +$30K 0.02% 225
2021
Q1 		$214K Buy
940
+44
+5% +$9.92K 0.02% 222
2020
Q4 		$196K Sell
896
-15
-2% -$2.95K 0.02% 205
2020
Q3 		$173K Sell
911
-13
-1% -$2.37K 0.02% 201
2020
Q2 		$162K Buy
924
+120
+15% +$20K 0.02% 186
2020
Q1 		$115K Buy
+804
New +$142K 0.02% 176

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Credential Qtrade Securities's STZ Position: Q1 2024 in Review

Credential Qtrade Securities increased its Constellation Brands (STZ) stake by 13% in Q1 2024, buying an estimated $117K and bringing the position to 3,935 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #132.

Credential Qtrade Securities first reported a position in STZ in Q1 2020 and has held it in 17 quarters since. 1,323 funds tracked by Wall St. Rank hold STZ as of Q1 2024.

  • Credential Qtrade Securities held 3,935 shares of Constellation Brands worth $1.07M as of Q1 2024.
  • Credential Qtrade Securities bought 464 Constellation Brands shares in Q1 2024, an estimated $117K.
  • Constellation Brands made up 0.06% of Credential Qtrade Securities's portfolio in Q1 2024, its #132 holding.
  • Credential Qtrade Securities first reported a position in Constellation Brands in Q1 2020 and has held it in 17 quarters since.
  • 1,323 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.