EWM
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Executive Wealth Management’s Constellation Brands STZ Stock Holding History

Executive Wealth Management’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 		$2.82M Sell
12,755
-230
-2% -$54.6K 0.22% 107
2024
Q3 		$3.35M Buy
12,985
+2,060
+19% +$511K 0.26% 84
2024
Q2 		$2.81M Buy
10,925
+246
+2% +$63.3K 0.52% 41
2024
Q1 		$2.84M Buy
10,679
+651
+6% +$165K 0.25% 88
2023
Q4 		$2.42M Buy
10,028
+860
+9% +$205K 0.23% 88
2023
Q3 		$2.3M Buy
9,168
+1,551
+20% +$405K 0.24% 83
2023
Q2 		$1.87M Buy
7,617
+2,618
+52% +$613K 0.19% 93
2023
Q1 		$1.13M Buy
4,999
+176
+4% +$39.2K 0.13% 111
2022
Q4 		$1.12M Buy
4,823
+3,728
+340% +$892K 0.14% 112
2022
Q3 		$1.09K Sell
1,095
-3,759
-77% -$916K 0.15% 99
2022
Q2 		$1.13M Sell
4,854
-519
-10% -$126K 0.15% 95
2022
Q1 		$1.24M Sell
5,373
-474
-8% -$109K 0.13% 110
2021
Q4 		$1.47M Buy
5,847
+272
+5% +$62K 0.15% 110
2021
Q3 		$1.17M Buy
5,575
+124
+2% +$27.1K 0.13% 110
2021
Q2 		$1.27M Buy
5,451
+559
+11% +$131K 0.14% 111
2021
Q1 		$1.11M Buy
4,892
+1,654
+51% +$373K 0.13% 108
2020
Q4 		$709K Buy
3,238
+331
+11% +$65.1K 0.09% 111
2020
Q3 		$550K Buy
2,907
+532
+22% +$97K 0.08% 109
2020
Q2 		$415K Buy
+2,375
New +$396K 0.06% 107
2019
Q3 		– Sell
-244
Closed -$48K – 701
2019
Q2 		$48K Buy
244
+119
+95% +$23.2K 0.01% 302
2019
Q1 		$22K Buy
125
+94
+303% +$15.8K ﹤0.01% 411
2018
Q4 		$5K Buy
+31
New +$6.16K ﹤0.01% 684

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

Executive Wealth Management's STZ Position: Q4 2024 in Review

Executive Wealth Management reduced its Constellation Brands (STZ) stake by 1.8% in Q4 2024, selling an estimated $54.6K and leaving 12,755 shares worth $2.82M. The position accounts for 0.22% of the portfolio, ranked #107.

Executive Wealth Management first reported a position in STZ in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.35M in Q3 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Executive Wealth Management held 12,755 shares of Constellation Brands worth $2.82M as of Q4 2024.
  • Executive Wealth Management sold 230 Constellation Brands shares in Q4 2024, an estimated $54.6K.
  • Constellation Brands made up 0.22% of Executive Wealth Management's portfolio in Q4 2024, its #107 holding.
  • Executive Wealth Management first reported a position in Constellation Brands in Q4 2018 and has held it in 22 quarters since.
  • Executive Wealth Management's Constellation Brands position peaked at $3.35M in Q3 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

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