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Financial Council’s Constellation Brands STZ Stock Holding History

Financial Council’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
Q2 		– Sell
-803
Closed -$218K – 86
2024
Q1 		$218K Buy
+803
New +$203K 0.13% 76
2023
Q4 		– Sell
-803
Closed -$202K – 78
2023
Q3 		$202K Buy
+803
New +$210K 0.16% 63
2022
Q1 		– Sell
-806
Closed -$202K – 47
2021
Q4 		$202K Buy
+806
New +$184K 0.24% 46

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 $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Financial Council's STZ Position: Q2 2024 in Review

Financial Council sold out of Constellation Brands (STZ) in Q2 2024, closing a stake of 803 shares — an estimated $218K sold.

Financial Council first reported a position in STZ in Q4 2021 and held it in 3 quarters. The position peaked at $218K in Q1 2024. 1,340 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

  • Financial Council reported no remaining Constellation Brands position as of Q2 2024 after selling out during the quarter.
  • Financial Council sold 803 Constellation Brands shares in Q2 2024, an estimated $218K.
  • Financial Council first reported a position in Constellation Brands in Q4 2021 and held it in 3 quarters.
  • Financial Council's Constellation Brands position peaked at $218K in Q1 2024.
  • 1,340 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Financial Council's 13F filing for Q2 2024, filed 12 Aug 2024.