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Forum Financial Management’s Constellation Brands STZ Stock Holding History

Forum Financial 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
2025
Q3 		– Sell
-1,777
Closed -$289K – 1054
2025
Q2 		$289K Buy
1,777
+232
+15% +$41.6K ﹤0.01% 693
2025
Q1 		$284K Sell
1,545
-462
-23% -$83.9K ﹤0.01% 619
2024
Q4 		$444K Buy
2,007
+647
+48% +$154K 0.01% 426
2024
Q3 		$350K Sell
1,360
-2,005
-60% -$497K 0.01% 453
2024
Q2 		$866K Sell
3,365
-1
-0% -$257 0.02% 198
2024
Q1 		$915K Hold
3,366
– – 0.02% 203
2023
Q4 		$814K Buy
3,366
+274
+9% +$65.2K 0.02% 194
2023
Q3 		$777K Buy
3,092
+2
+0.1% +$522 0.02% 191
2023
Q2 		$761K Buy
3,090
+33
+1% +$7.72K 0.02% 200
2023
Q1 		$691K Sell
3,057
-630
-17% -$140K 0.02% 197
2022
Q4 		$854K Sell
3,687
-11
-0.3% -$2.63K 0.03% 154
2022
Q3 		$849K Sell
3,698
-1,160
-24% -$283K 0.04% 132
2022
Q2 		$1.13M Buy
4,858
+337
+7% +$82K 0.06% 111
2022
Q1 		$1.04M Sell
4,521
-102
-2% -$23.6K 0.05% 121
2021
Q4 		$1.16M Buy
+4,623
New +$1.05M 0.06% 108

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return