First Capital Advisors Group’s Constellation Brands STZ Stock Holding History

First Capital Advisors Group’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
2023 Q2	$23.4K	Buy	+95	New	+$22.2K	0.01%	398
2018 Q2	–	Sell	-24	Closed	-$5K	–	684
2018 Q1	$5K	Buy	+24	New	+$5.29K	﹤0.01%	647

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Capital Advisors Group's STZ Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Constellation Brands (STZ) in Q2 2023: 95 shares worth $23.4K. The stake represents 0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in STZ as recently as Q1 2018.

First Capital Advisors Group first reported a position in STZ in Q1 2018 and has held it in 2 quarters since. 1,228 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

First Capital Advisors Group held 95 shares of Constellation Brands worth $23.4K as of Q2 2023.
Constellation Brands was a new First Capital Advisors Group position in Q2 2023.
Constellation Brands made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #398 holding.
First Capital Advisors Group first reported a position in Constellation Brands in Q1 2018 and has held it in 2 quarters since.
1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.