KCIC
STZ icon

Kuhn & Co Investment Counsel’s Constellation Brands STZ Stock Holding History

Kuhn & Co Investment Counsel’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 – 131
2024
Q3 		$232K Sell
900
-4
-0.4% -$991 0.2% 120
2024
Q2 		$233K Hold
904
– – 0.21% 115
2024
Q1 		$246K Buy
904
+4
+0.4% +$1.01K 0.23% 111
2023
Q4 		$218K Buy
+900
New +$214K 0.22% 115

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kuhn & Co Investment Counsel's STZ Position: Q4 2024 in Review

Kuhn & Co Investment Counsel sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 900 shares — an estimated $232K sold.

Kuhn & Co Investment Counsel first reported a position in STZ in Q4 2023 and held it in 4 quarters. The position peaked at $246K in Q1 2024. 1,339 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Kuhn & Co Investment Counsel reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Kuhn & Co Investment Counsel sold 900 Constellation Brands shares in Q4 2024, an estimated $232K.
  • Kuhn & Co Investment Counsel first reported a position in Constellation Brands in Q4 2023 and held it in 4 quarters.
  • Kuhn & Co Investment Counsel's Constellation Brands position peaked at $246K in Q1 2024.
  • 1,339 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Kuhn & Co Investment Counsel's 13F filing for Q4 2024, filed 30 Jan 2025.