EW
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Evoke Wealth’s Constellation Brands STZ Stock Holding History

Evoke Wealth’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
-1,158
Closed -$298K – 457
2024
Q3 		$298K Buy
+1,158
New +$287K 0.01% 338
2024
Q2 		– Sell
-862
Closed -$234K – 346
2024
Q1 		$234K Buy
+862
New +$218K 0.01% 354
2023
Q4 		– Sell
-999
Closed -$251K – 313
2023
Q3 		$251K Sell
999
-278
-22% -$72.6K 0.01% 321
2023
Q2 		$314K Buy
1,277
+390
+44% +$91.3K 0.01% 278
2023
Q1 		$200K Sell
887
-328
-27% -$73K 0.01% 331
2022
Q4 		$282K Buy
1,215
+392
+48% +$93.8K 0.01% 291
2022
Q3 		$189K Sell
823
-52
-6% -$12.7K 0.01% 333
2022
Q2 		$204K Sell
875
-11
-1% -$2.68K 0.01% 309
2022
Q1 		$204K Buy
886
+128
+17% +$29.6K 0.01% 350
2021
Q4 		$190K Buy
758
+389
+105% +$88.6K 0.01% 373
2021
Q3 		$77K Buy
369
+2
+0.5% +$437 ﹤0.01% 458
2021
Q2 		$86K Buy
367
+81
+28% +$19K ﹤0.01% 462
2021
Q1 		$65K Sell
286
-614
-68% -$138K ﹤0.01% 423
2020
Q4 		$197K Buy
900
+833
+1,243% +$164K 0.01% 235
2020
Q3 		$13K Buy
67
+3
+5% +$547 ﹤0.01% 525
2020
Q2 		$11K Buy
64
+42
+191% +$7K ﹤0.01% 542
2020
Q1 		$3.16K Sell
22
-357
-94% -$63K ﹤0.01% 716
2019
Q4 		$71.9K Hold
379
– – 0.01% 354
2019
Q3 		$78.6K Buy
+379
New +$76.1K 0.01% 409

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

Evoke Wealth's STZ Position: Q4 2024 in Review

Evoke Wealth sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,158 shares — an estimated $298K sold.

Evoke Wealth first reported a position in STZ in Q3 2019 and held it in 19 quarters. The position peaked at $314K in Q2 2023. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Evoke Wealth reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Evoke Wealth sold 1,158 Constellation Brands shares in Q4 2024, an estimated $298K.
  • Evoke Wealth first reported a position in Constellation Brands in Q3 2019 and held it in 19 quarters.
  • Evoke Wealth's Constellation Brands position peaked at $314K in Q2 2023.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Evoke Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.