DBRC
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D.B. Root & Company’s Constellation Brands STZ Stock Holding History

D.B. Root & Company’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
-1,058
Closed -$273K – 195
2024
Q3 		$273K Sell
1,058
-685
-39% -$170K 0.09% 144
2024
Q2 		$448K Sell
1,743
-13
-0.7% -$3.34K 0.15% 115
2024
Q1 		$477K Buy
+1,756
New +$444K 0.16% 115

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

D.B. Root & Company's STZ Position: Q4 2024 in Review

D.B. Root & Company sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,058 shares — an estimated $273K sold.

D.B. Root & Company first reported a position in STZ in Q1 2024 and held it in 3 quarters. The position peaked at $477K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • D.B. Root & Company reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • D.B. Root & Company sold 1,058 Constellation Brands shares in Q4 2024, an estimated $273K.
  • D.B. Root & Company first reported a position in Constellation Brands in Q1 2024 and held it in 3 quarters.
  • D.B. Root & Company's Constellation Brands position peaked at $477K in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on D.B. Root & Company's 13F filing for Q4 2024, filed 17 Jan 2025.