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Lake Street Private Wealth’s Constellation Brands STZ Stock Holding History

Lake Street Private Wealth’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
-1,848
Closed -$476K – 268
2024
Q3 		$476K Sell
1,848
-219
-11% -$54.3K 0.08% 164
2024
Q2 		$532K Buy
2,067
+593
+40% +$153K 0.07% 218
2024
Q1 		$401K Sell
1,474
-280
-16% -$70.9K 0.06% 235
2023
Q4 		$424K Sell
1,754
-66
-4% -$15.7K 0.07% 224
2023
Q3 		$458K Buy
1,820
+13
+0.7% +$3.39K 0.08% 194
2023
Q2 		$445K Sell
1,807
-10
-0.6% -$2.34K 0.08% 195
2023
Q1 		$410K Sell
1,817
-76
-4% -$16.9K 0.08% 196
2022
Q4 		$439K Buy
1,893
+195
+11% +$46.7K 0.09% 189
2022
Q3 		$390K Sell
1,698
-42
-2% -$10.2K 0.09% 189
2022
Q2 		$406K Hold
1,740
– – 0.09% 191
2022
Q1 		$401K Sell
1,740
-185
-10% -$42.7K 0.07% 216
2021
Q4 		$483K Buy
1,925
+225
+13% +$51.3K 0.08% 201
2021
Q3 		$358K Sell
1,700
-538
-24% -$117K 0.09% 173
2021
Q2 		$519K Buy
2,238
+207
+10% +$48.6K 0.13% 140
2021
Q1 		$463K Buy
2,031
+255
+14% +$57.5K 0.13% 144
2020
Q4 		$389K Buy
1,776
+165
+10% +$32.4K 0.11% 146
2020
Q3 		$305K Buy
+1,611
New +$294K 0.1% 138
2020
Q1 		– Sell
-13,865
Closed -$2.63M – 170
2019
Q4 		$2.63M Buy
13,865
+288
+2% +$54.4K 1.01% 29
2019
Q3 		$2.81M Sell
13,577
-1,006
-7% -$202K 1.28% 21
2019
Q2 		$2.87M Buy
14,583
+143
+1% +$27.9K 1.69% 13
2019
Q1 		$2.53M Buy
+14,440
New +$2.43M 1.74% 15

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Lake Street Private Wealth's STZ Position: Q4 2024 in Review

Lake Street Private Wealth sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,848 shares — an estimated $476K sold.

Lake Street Private Wealth first reported a position in STZ in Q1 2019 and held it in 21 quarters. The position peaked at $2.87M in Q2 2019. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Lake Street Private Wealth reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,848 Constellation Brands shares in Q4 2024, an estimated $476K.
  • Lake Street Private Wealth first reported a position in Constellation Brands in Q1 2019 and held it in 21 quarters.
  • Lake Street Private Wealth's Constellation Brands position peaked at $2.87M in Q2 2019.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.