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Kraematon Investment Advisors’s Constellation Brands STZ Stock Holding History

Kraematon 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
Q1 		– Sell
-962
Closed -$213K – 96
2024
Q4 		$213K Sell
962
-123
-11% -$29.2K 0.21% 83
2024
Q3 		$280K Buy
1,085
+2
+0.2% +$496 0.27% 71
2024
Q2 		$279K Buy
1,083
+2
+0.2% +$514 0.28% 72
2024
Q1 		$294K Sell
1,081
-74
-6% -$18.7K 0.3% 70
2023
Q4 		$279K Buy
1,155
+2
+0.2% +$476 0.31% 70
2023
Q3 		$290K Sell
1,153
-99
-8% -$25.8K 0.36% 64
2023
Q2 		$308K Buy
1,252
+2
+0.2% +$468 0.34% 64
2023
Q1 		$282K Buy
1,250
+2
+0.2% +$445 0.33% 68
2022
Q4 		$289K Buy
1,248
+1
+0.1% +$239 0.31% 69
2022
Q3 		$286K Buy
1,247
+1
+0.1% +$244 0.37% 67
2022
Q2 		$290K Buy
1,246
+1
+0.1% +$243 0.34% 67
2022
Q1 		$287K Buy
1,245
+1
+0.1% +$231 0.27% 78
2021
Q4 		$312K Buy
+1,244
New +$283K 0.28% 77

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kraematon Investment Advisors's STZ Position: Q1 2025 in Review

Kraematon Investment Advisors sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 962 shares — an estimated $213K sold.

Kraematon Investment Advisors first reported a position in STZ in Q4 2021 and held it in 13 quarters. The position peaked at $312K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Kraematon Investment Advisors reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Kraematon Investment Advisors sold 962 Constellation Brands shares in Q1 2025, an estimated $213K.
  • Kraematon Investment Advisors first reported a position in Constellation Brands in Q4 2021 and held it in 13 quarters.
  • Kraematon Investment Advisors's Constellation Brands position peaked at $312K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Kraematon Investment Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.