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KCM Investment Advisors’s Constellation Brands STZ Stock Holding History

KCM Investment 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
2025
Q3 		– Sell
-4,152
Closed -$675K – 394
2025
Q2 		$675K Buy
4,152
+275
+7% +$49.3K 0.02% 244
2025
Q1 		$712K Buy
3,877
+333
+9% +$60.5K 0.03% 229
2024
Q4 		$783K Buy
3,544
+162
+5% +$38.5K 0.03% 225
2024
Q3 		$872K Buy
3,382
+56
+2% +$13.9K 0.03% 218
2024
Q2 		$856K Buy
3,326
+1
+0% +$257 0.03% 220
2024
Q1 		$904K Buy
3,325
+457
+16% +$116K 0.03% 217
2023
Q4 		$693K Buy
2,868
+229
+9% +$54.5K 0.03% 229
2023
Q3 		$663K Sell
2,639
-16
-0.6% -$4.18K 0.03% 225
2023
Q2 		$653K Buy
2,655
+1,512
+132% +$354K 0.03% 233
2023
Q1 		$258K Buy
+1,143
New +$254K 0.01% 366

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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