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Geller Advisors’s Constellation Brands STZ Stock Holding History

Geller Advisors’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 		$224K Sell
1,015
-16
-2% -$3.8K 0.01% 241
2024
Q3 		$266K Sell
1,031
-24
-2% -$5.95K 0.02% 222
2024
Q2 		$271K Sell
1,055
-10
-0.9% -$2.57K 0.02% 220
2024
Q1 		$289K Buy
1,065
+127
+14% +$32.1K 0.02% 213
2023
Q4 		$227K Sell
938
-53
-5% -$12.6K 0.02% 243
2023
Q3 		$249K Buy
+991
New +$259K 0.03% 214

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

Geller Advisors's STZ Position: Q4 2024 in Review

Geller Advisors reduced its Constellation Brands (STZ) stake by 1.6% in Q4 2024, selling an estimated $3.8K and leaving 1,015 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #241.

Geller Advisors first reported a position in STZ in Q3 2023 and has held it in 6 quarters since. The position peaked at $289K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Geller Advisors held 1,015 shares of Constellation Brands worth $224K as of Q4 2024.
  • Geller Advisors sold 16 Constellation Brands shares in Q4 2024, an estimated $3.8K.
  • Constellation Brands made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #241 holding.
  • Geller Advisors first reported a position in Constellation Brands in Q3 2023 and has held it in 6 quarters since.
  • Geller Advisors's Constellation Brands position peaked at $289K in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.