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J. Goldman & Co’s Constellation Brands STZ Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-27,800
Closed -$5.1M – 634
2025
Q1 		$5.1M Buy
+27,800
New +$5.05M 0.13% 207
2024
Q3 		– Sell
-8,700
Closed -$2.24M – 608
2024
Q2 		$2.24M Buy
+8,700
New +$2.24M 0.06% 240
2023
Q2 		– Sell
-20,000
Closed -$4.52M – 489
2023
Q1 		$4.52M Buy
+20,000
New +$4.45M 0.18% 151

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

J. Goldman & Co's STZ Position: Q3 2024 in Review

J. Goldman & Co sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 431,859 shares — an estimated $111M sold.

J. Goldman & Co first reported a position in STZ in Q2 2016 and held it in 4 quarters. The position peaked at $111M in Q2 2024. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • J. Goldman & Co reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
  • J. Goldman & Co sold 431,859 Constellation Brands shares in Q3 2024, an estimated $111M.
  • J. Goldman & Co first reported a position in Constellation Brands in Q2 2016 and held it in 4 quarters.
  • J. Goldman & Co's Constellation Brands position peaked at $111M in Q2 2024.
  • 1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.