Meridian Wealth Advisors’s Constellation Brands STZ Stock Holding History

Meridian Wealth Advisors’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	-862	Closed	-$222K	–	180
2024 Q3	$222K	Buy	+862	New	+$214K	0.04%	168
2024 Q1	–	Sell	-1,073	Closed	-$259K	–	179
2023 Q4	$259K	Hold	1,073	–	–	0.06%	157
2023 Q3	$270K	Sell	1,073 -132	-11%	-$34.5K	0.07%	152
2023 Q2	$297K	Sell	1,205 -853	-41%	-$200K	0.07%	146
2023 Q1	$465K	Hold	2,058	–	–	0.12%	117
2022 Q4	$477K	Hold	2,058	–	–	0.12%	118
2022 Q3	$473K	Hold	2,058	–	–	0.13%	118
2022 Q2	$480K	Buy	2,058 +610	+42%	+$148K	0.13%	122
2022 Q1	$334K	Buy	+1,448	New	+$334K	0.08%	156
2019 Q1	–	Sell	-145	Closed	-$23K	–	358
2018 Q4	$23K	Buy	+145	New	+$28.8K	0.02%	344

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

Meridian Wealth Advisors's STZ Position: Q4 2024 in Review

Meridian Wealth Advisors sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 862 shares — an estimated $222K sold.

Meridian Wealth Advisors first reported a position in STZ in Q4 2018 and held it in 10 quarters. The position peaked at $480K in Q2 2022. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Meridian Wealth Advisors reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Meridian Wealth Advisors sold 862 Constellation Brands shares in Q4 2024, an estimated $222K.
Meridian Wealth Advisors first reported a position in Constellation Brands in Q4 2018 and held it in 10 quarters.
Meridian Wealth Advisors's Constellation Brands position peaked at $480K in Q2 2022.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Meridian Wealth Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.