Morningstar Investment Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.76M Buy
2024
Q3
Sell
2024
Q2
$679K Hold
2024
Q1
$717K Hold
2023
Q4
$638K Buy
2023
Q3
$647K Hold
2023
Q2
$634K Buy