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Kingfisher Capital’s Constellation Brands STZ Stock Holding History

Kingfisher Capital’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
2021
Q1 		– Sell
-11,169
Closed -$2.45M – 186
2020
Q4 		$2.45M Buy
11,169
+417
+4% +$82K 0.74% 50
2020
Q3 		$2.04M Buy
+10,752
New +$1.96M 0.73% 46
2019
Q1 		– Sell
-5,325
Closed -$856K – 133
2018
Q4 		$856K Buy
5,325
+459
+9% +$91.2K 0.61% 60
2018
Q3 		$1.05M Buy
+4,866
New +$1.03M 0.56% 61

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingfisher Capital's STZ Position: Q1 2021 in Review

Kingfisher Capital sold out of Constellation Brands (STZ) in Q1 2021, closing a stake of 11,169 shares — an estimated $2.45M sold.

Kingfisher Capital first reported a position in STZ in Q3 2018 and held it in 4 quarters. The position peaked at $2.45M in Q4 2020. 1,154 funds tracked by Wall St. Rank hold STZ as of Q1 2021.

  • Kingfisher Capital reported no remaining Constellation Brands position as of Q1 2021 after selling out during the quarter.
  • Kingfisher Capital sold 11,169 Constellation Brands shares in Q1 2021, an estimated $2.45M.
  • Kingfisher Capital first reported a position in Constellation Brands in Q3 2018 and held it in 4 quarters.
  • Kingfisher Capital's Constellation Brands position peaked at $2.45M in Q4 2020.
  • 1,154 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2021.

Based on Kingfisher Capital's 13F filing for Q1 2021, filed 7 May 2021.