KCM Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
4,152
+275
| +7% | +$44.7K | 0.02% | 244 |
|
|
2025
Q1 | $712K | Buy |
3,877
+333
| +9% | +$61.1K | 0.03% | 229 |
|
|
2024
Q4 | $783K | Buy |
3,544
+162
| +5% | +$35.8K | 0.03% | 225 |
|
|
2024
Q3 | $872K | Buy |
3,382
+56
| +2% | +$14.4K | 0.03% | 218 |
|
|
2024
Q2 | $856K | Buy |
3,326
+1
| +0% | +$257 | 0.03% | 220 |
|
|
2024
Q1 | $904K | Buy |
3,325
+457
| +16% | +$124K | 0.03% | 217 |
|
|
2023
Q4 | $693K | Buy |
2,868
+229
| +9% | +$55.4K | 0.03% | 229 |
|
|
2023
Q3 | $663K | Sell |
2,639
-16
| -0.6% | -$4.02K | 0.03% | 225 |
|
|
2023
Q2 | $653K | Buy |
2,655
+1,512
| +132% | +$372K | 0.03% | 233 |
|
|
2023
Q1 | $258K | Buy |
+1,143
| New | +$258K | 0.01% | 366 |
|