KRS Capital Management’s Constellation Brands STZ Stock Holding History

KRS Capital Management’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	-900	Closed	-$232K	–	121
2024 Q3	$232K	Sell	900 -111	-11%	-$27.5K	0.17%	105
2024 Q2	$260K	Sell	1,011 -40	-4%	-$10.3K	0.19%	99
2024 Q1	$286K	Sell	1,051 -196	-16%	-$49.6K	0.23%	96
2023 Q4	$302K	Sell	1,247 -60	-5%	-$14.3K	0.28%	85
2023 Q3	$328K	Sell	1,307 -14	-1%	-$3.65K	0.35%	75
2023 Q2	$325K	Sell	1,321 -39	-3%	-$9.13K	0.32%	86
2023 Q1	$307K	Buy	1,360 +136	+11%	+$30.3K	0.35%	84
2022 Q4	$284K	Buy	1,224 +145	+13%	+$34.7K	0.39%	83
2022 Q3	$248K	Hold	1,079	–	–	0.34%	85
2022 Q2	$251K	Sell	1,079 -49	-4%	-$11.9K	0.36%	83
2022 Q1	$259K	Hold	1,128	–	–	0.28%	97
2021 Q4	$283K	Buy	+1,128	New	+$257K	0.24%	95

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

KRS Capital Management's STZ Position: Q4 2024 in Review

KRS Capital Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 900 shares — an estimated $232K sold.

KRS Capital Management first reported a position in STZ in Q4 2021 and held it in 12 quarters. The position peaked at $328K in Q3 2023. 1,338 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

KRS Capital Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
KRS Capital Management sold 900 Constellation Brands shares in Q4 2024, an estimated $232K.
KRS Capital Management first reported a position in Constellation Brands in Q4 2021 and held it in 12 quarters.
KRS Capital Management's Constellation Brands position peaked at $328K in Q3 2023.
1,338 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on KRS Capital Management's 13F filing for Q4 2024, filed 15 Jan 2025.