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Jupiter Wealth Management’s Constellation Brands STZ Stock Holding History

Jupiter Wealth 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
2024
Q4 		– Sell
-3,408
Closed -$878K – 97
2024
Q3 		$878K Buy
3,408
+1,158
+51% +$287K 0.45% 49
2024
Q2 		$552K Hold
2,250
– – 0.29% 59
2024
Q1 		$581K Buy
+2,250
New +$569K 0.31% 58

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

Jupiter Wealth Management's STZ Position: Q4 2024 in Review

Jupiter Wealth Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 3,408 shares — an estimated $878K sold.

Jupiter Wealth Management first reported a position in STZ in Q1 2024 and held it in 3 quarters. The position peaked at $878K in Q3 2024. 1,338 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Jupiter Wealth Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Jupiter Wealth Management sold 3,408 Constellation Brands shares in Q4 2024, an estimated $878K.
  • Jupiter Wealth Management first reported a position in Constellation Brands in Q1 2024 and held it in 3 quarters.
  • Jupiter Wealth Management's Constellation Brands position peaked at $878K in Q3 2024.
  • 1,338 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Jupiter Wealth Management's 13F filing for Q4 2024, filed 20 Feb 2025.