Marino Stram & Associates’s Constellation Brands STZ Stock Holding History

Marino Stram & Associates’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	-810	Closed	-$209K	–	174
2024 Q3	$209K	Hold	810	–	–	0.05%	163
2024 Q2	$208K	Hold	810	–	–	0.05%	159
2024 Q1	$220K	Buy	+810	New	+$205K	0.05%	163
2023 Q4	–	Sell	-810	Closed	-$204K	–	173
2023 Q3	$204K	Buy	+810	New	+$211K	0.06%	152
2019 Q2	–	Sell	-12	Closed	-$2K	–	491
2019 Q1	$2K	Hold	12	–	–	﹤0.01%	551
2018 Q4	$2K	Buy	+12	New	+$2.38K	﹤0.01%	511

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

Marino Stram & Associates's STZ Position: Q4 2024 in Review

Marino Stram & Associates sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 810 shares — an estimated $209K sold.

Marino Stram & Associates first reported a position in STZ in Q4 2018 and held it in 6 quarters. The position peaked at $220K in Q1 2024. 1,338 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Marino Stram & Associates reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Marino Stram & Associates sold 810 Constellation Brands shares in Q4 2024, an estimated $209K.
Marino Stram & Associates first reported a position in Constellation Brands in Q4 2018 and held it in 6 quarters.
Marino Stram & Associates's Constellation Brands position peaked at $220K in Q1 2024.
1,338 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Marino Stram & Associates's 13F filing for Q4 2024, filed 17 Jan 2025.