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McKinley Carter Wealth Services’s Constellation Brands STZ Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-86
Closed -$20K – 347
2018
Q1 		$20K Buy
+86
New +$18.9K 0.01% 328

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

McKinley Carter Wealth Services's STZ Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Constellation Brands (STZ) in Q2 2018, closing a stake of 86 shares — an estimated $20K sold.

McKinley Carter Wealth Services first reported a position in STZ in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 964 funds tracked by Wall St. Rank hold STZ as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Constellation Brands position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 86 Constellation Brands shares in Q2 2018, an estimated $20K.
  • McKinley Carter Wealth Services first reported a position in Constellation Brands in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Constellation Brands position peaked at $20K in Q1 2018.
  • 964 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.