Kistler-Tiffany Companies’s Constellation Brands STZ Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$1.11M	Buy	4,516 +180	+4%	+$42.1K	0.18%	109
2023 Q1	$979K	Sell	4,336 -91	-2%	-$20.3K	0.19%	96
2022 Q4	$1.03M	Sell	4,427 -13	-0.3%	-$3.11K	0.21%	88
2022 Q3	$1.02M	Sell	4,440 -66	-1%	-$16.1K	0.23%	79
2022 Q2	$1.05M	Buy	4,506 +3	+0.1%	+$730	0.23%	79
2022 Q1	$1.04M	Buy	4,503 +23	+0.5%	+$5.31K	0.2%	88
2021 Q4	$1.12M	Buy	4,480 +25	+0.6%	+$5.7K	0.22%	72
2021 Q3	$939K	Sell	4,455 -130	-3%	-$28.4K	0.21%	79
2021 Q2	$1.07M	Buy	4,585 +112	+3%	+$26.3K	0.25%	73
2021 Q1	$1.02M	Buy	4,473 +536	+14%	+$121K	0.26%	70
2020 Q4	$862K	Buy	3,937 +311	+9%	+$61.1K	0.25%	70
2020 Q3	$687K	Buy	3,626 +132	+4%	+$24.1K	0.22%	75
2020 Q2	$611K	Buy	3,494 +453	+15%	+$75.5K	0.22%	75
2020 Q1	$577K	Hold	3,041	–	–	0.2%	71
2019 Q4	$577K	Buy	3,041 +282	+10%	+$53.3K	0.2%	73
2019 Q3	$572K	Buy	2,759 +349	+14%	+$70.1K	0.22%	70
2019 Q2	$475K	Buy	2,410 +143	+6%	+$27.9K	0.18%	76
2019 Q1	$397K	Buy	2,267 +1,205	+113%	+$203K	0.16%	84
2018 Q4	$171K	Hold	1,062	–	–	0.08%	131
2018 Q3	$229K	Hold	1,062	–	–	0.09%	120
2018 Q2	$232K	Sell	1,062 -446	-30%	-$101K	0.1%	112
2018 Q1	$344K	Hold	1,508	–	–	0.14%	102
2017 Q4	$345K	Hold	1,508	–	–	0.14%	106
2017 Q3	$301K	Buy	1,508 +100	+7%	+$19.8K	0.13%	106
2017 Q2	$273K	Hold	1,408	–	–	0.13%	104
2017 Q1	$228K	Hold	1,408	–	–	0.11%	111
2016 Q4	$216K	Buy	1,408 +765	+119%	+$122K	0.11%	116
2016 Q3	$107K	Buy	643 +75	+13%	+$12.4K	0.05%	186
2016 Q2	$94K	Buy	568 +290	+104%	+$45.4K	0.05%	191
2016 Q1	$42K	Buy	278 +68	+32%	+$9.82K	0.02%	263
2015 Q4	$30K	Buy	+210	New	+$28.9K	0.02%	320

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kistler-Tiffany Companies's STZ Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Constellation Brands (STZ) stake by 4.2% in Q2 2023, buying an estimated $42.1K and bringing the position to 4,516 shares worth $1.11M. The position accounts for 0.18% of the portfolio, ranked #109.

Kistler-Tiffany Companies first reported a position in STZ in Q4 2015 and has held it in 31 quarters since. The position peaked at $1.12M in Q4 2021. 1,228 funds tracked by Wall St. Rank hold STZ as of Q2 2023.

Kistler-Tiffany Companies held 4,516 shares of Constellation Brands worth $1.11M as of Q2 2023.
Kistler-Tiffany Companies bought 180 Constellation Brands shares in Q2 2023, an estimated $42.1K.
Constellation Brands made up 0.18% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #109 holding.
Kistler-Tiffany Companies first reported a position in Constellation Brands in Q4 2015 and has held it in 31 quarters since.
Kistler-Tiffany Companies's Constellation Brands position peaked at $1.12M in Q4 2021.
1,228 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.