Ken Fisher’s Constellation Brands STZ Stock Holding History

Ken Fisher’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	-1,336	Closed	-$344K	–	1011
2024 Q3	$344K	Sell	1,336 -442	-25%	-$110K	﹤0.01%	812
2024 Q2	$458K	Buy	1,778 +570	+47%	+$147K	﹤0.01%	801
2024 Q1	$328K	Buy	+1,208	New	+$306K	﹤0.01%	853
2023 Q4	–	Sell	-866	Closed	-$218K	–	1115
2023 Q3	$218K	Buy	+866	New	+$226K	﹤0.01%	1005
2023 Q1	–	Sell	-1,081	Closed	-$251K	–	1172
2022 Q4	$251K	Buy	+1,081	New	+$259K	﹤0.01%	941
2022 Q1	–	Sell	-957	Closed	-$240K	–	1004
2021 Q4	$240K	Buy	+957	New	+$218K	﹤0.01%	887
2018 Q3	–	Sell	-2,187	Closed	-$479K	–	845
2018 Q2	$479K	Buy	+2,187	New	+$494K	﹤0.01%	649
2018 Q1	–	Sell	-952	Closed	-$218K	–	820
2017 Q4	$218K	Buy	+952	New	+$206K	﹤0.01%	814
2017 Q1	–	Sell	-1,347	Closed	-$207K	–	752
2016 Q4	$207K	Buy	+1,347	New	+$214K	﹤0.01%	684

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ken Fisher's STZ Position: Q4 2024 in Review

Ken Fisher sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,336 shares — an estimated $344K sold.

Ken Fisher first reported a position in STZ in Q4 2016 and held it in 9 quarters. The position peaked at $479K in Q2 2018. 1,338 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Ken Fisher reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Ken Fisher sold 1,336 Constellation Brands shares in Q4 2024, an estimated $344K.
Ken Fisher first reported a position in Constellation Brands in Q4 2016 and held it in 9 quarters.
Ken Fisher's Constellation Brands position peaked at $479K in Q2 2018.
1,338 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.