Householder Group Estate & Retirement Specialist’s Constellation Brands STZ Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-26	Closed	-$6K	–	1139
2024 Q3	$6K	Sell	26 -55	-68%	-$13.6K	﹤0.01%	915
2024 Q2	$21K	Buy	81 +25	+45%	+$6.43K	0.01%	672
2024 Q1	$15.4K	Hold	56	–	–	﹤0.01%	722
2023 Q4	$13K	Hold	56	–	–	﹤0.01%	714
2023 Q3	$14.1K	Buy	+56	New	+$14.6K	0.01%	712
2023 Q1	$0	Hold	1	–	–	﹤0.01%	1302
2022 Q4	$0	Hold	1	–	–	﹤0.01%	1041
2022 Q3	$0	Buy	+1	New	+$244	﹤0.01%	1192

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's STZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 26 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in STZ in Q3 2022 and held it in 8 quarters. The position peaked at $21K in Q2 2024. 1,338 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 26 Constellation Brands shares in Q4 2024, an estimated $6K.
Householder Group Estate & Retirement Specialist first reported a position in Constellation Brands in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Constellation Brands position peaked at $21K in Q2 2024.
1,338 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.