Lake Street Advisors Group’s Constellation Brands STZ Stock Holding History

Lake Street Advisors Group’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	$399K	Sell	1,805 -242	-12%	-$57.5K	0.02%	375
2024 Q3	$527K	Sell	2,047 -1	-0%	-$248	0.02%	325
2024 Q2	$527K	Sell	2,048 -161	-7%	-$41.4K	0.03%	308
2024 Q1	$600K	Sell	2,209 -61	-3%	-$15.4K	0.03%	308
2023 Q4	$549K	Buy	+2,270	New	+$540K	0.03%	312
2021 Q3	–	Sell	-1,017	Closed	-$216K	–	396
2021 Q2	$216K	Sell	1,017 -42	-4%	-$9.86K	0.02%	299
2021 Q1	$242K	Buy	1,059 +47	+5%	+$10.6K	0.02%	270
2020 Q4	$222K	Buy	+1,012	New	+$199K	0.02%	277
2018 Q3	–	Sell	-1,209	Closed	-$265K	–	302
2018 Q2	$265K	Buy	1,209 +47	+4%	+$10.6K	0.03%	252
2018 Q1	$265K	Buy	1,162 +60	+5%	+$13.2K	0.03%	231
2017 Q4	$252K	Buy	+1,102	New	+$238K	0.03%	266

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

Lake Street Advisors Group's STZ Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Constellation Brands (STZ) stake by 12% in Q4 2024, selling an estimated $57.5K and leaving 1,805 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #375.

Lake Street Advisors Group first reported a position in STZ in Q4 2017 and has held it in 11 quarters since. The position peaked at $600K in Q1 2024. 1,338 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Lake Street Advisors Group held 1,805 shares of Constellation Brands worth $399K as of Q4 2024.
Lake Street Advisors Group sold 242 Constellation Brands shares in Q4 2024, an estimated $57.5K.
Constellation Brands made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #375 holding.
Lake Street Advisors Group first reported a position in Constellation Brands in Q4 2017 and has held it in 11 quarters since.
Lake Street Advisors Group's Constellation Brands position peaked at $600K in Q1 2024.
1,338 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.