IP
STZ icon

Ignite Planners’s Constellation Brands STZ Stock Holding History

Ignite Planners’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
-1,183
Closed -$202K – 384
2025
Q2 		$202K Buy
1,183
+11
+0.9% +$1.97K 0.04% 346
2025
Q1 		$217K Buy
1,172
+45
+4% +$8.18K 0.04% 307
2024
Q4 		$250K Buy
1,127
+2
+0.2% +$475 0.05% 265
2024
Q3 		$290K Buy
1,125
+7
+0.6% +$1.74K 0.07% 233
2024
Q2 		$290K Buy
1,118
+4
+0.4% +$1.03K 0.07% 222
2024
Q1 		$296K Buy
1,114
+4
+0.4% +$1.01K 0.08% 214
2023
Q4 		$271K Buy
1,110
+4
+0.4% +$951 0.08% 226
2023
Q3 		$267K Buy
+1,106
New +$289K 0.08% 259

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 $5.7T 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