Main Street Research’s Constellation Brands STZ Stock Holding History

Main Street Research’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
2021 Q2	–	Sell	-1,384	Closed	-$316K	–	147
2021 Q1	$316K	Buy	1,384 +4	+0.3%	+$901	0.03%	99
2020 Q4	$302K	Sell	1,380 -55	-4%	-$10.8K	0.03%	97
2020 Q3	$272K	Hold	1,435	–	–	0.03%	93
2020 Q2	$251K	Hold	1,435	–	–	0.04%	85
2020 Q1	$206K	Hold	1,435	–	–	0.05%	77
2019 Q4	$272K	Hold	1,435	–	–	0.04%	81
2019 Q3	$297K	Sell	1,435 -1	-0.1%	-$201	0.06%	76
2019 Q2	$283K	Buy	1,436 +1	+0.1%	+$195	0.06%	72
2019 Q1	$252K	Hold	1,435	–	–	0.08%	75
2018 Q4	$231K	Sell	1,435 -275	-16%	-$54.6K	0.09%	68
2018 Q3	$369K	Sell	1,710 -5	-0.3%	-$1.06K	0.05%	74
2018 Q2	$375K	Hold	1,715	–	–	0.06%	81
2018 Q1	$391K	Sell	1,715 -73	-4%	-$16.1K	0.06%	78
2017 Q4	$409K	Hold	1,788	–	–	0.06%	81
2017 Q3	$357K	Buy	1,788 +78	+5%	+$15.4K	0.06%	85
2017 Q2	$331K	Buy	+1,710	New	+$304K	0.05%	99

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Main Street Research's STZ Position: Q2 2021 in Review

Main Street Research sold out of Constellation Brands (STZ) in Q2 2021, closing a stake of 1,384 shares — an estimated $316K sold.

Main Street Research first reported a position in STZ in Q2 2017 and held it in 16 quarters. The position peaked at $409K in Q4 2017. 1,151 funds tracked by Wall St. Rank hold STZ as of Q2 2021.

Main Street Research reported no remaining Constellation Brands position as of Q2 2021 after selling out during the quarter.
Main Street Research sold 1,384 Constellation Brands shares in Q2 2021, an estimated $316K.
Main Street Research first reported a position in Constellation Brands in Q2 2017 and held it in 16 quarters.
Main Street Research's Constellation Brands position peaked at $409K in Q4 2017.
1,151 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2021.

Based on Main Street Research's 13F filing for Q2 2021, filed 6 Aug 2021.