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Morningstar Investment Services’s Constellation Brands STZ Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-1,725
Closed -$446K – 359
2024
Q3 		$446K Sell
1,725
-76
-4% -$18.8K ﹤0.01% 283
2024
Q2 		$461K Sell
1,801
-13
-0.7% -$3.34K 0.01% 260
2024
Q1 		$494K Sell
1,814
-1,601
-47% -$405K 0.01% 233
2023
Q4 		$827K Buy
3,415
+1,660
+95% +$395K ﹤0.01% 242
2023
Q3 		$441K Buy
1,755
+34
+2% +$8.88K 0.01% 214
2023
Q2 		$425K Buy
1,721
+176
+11% +$41.2K 0.01% 199
2023
Q1 		$346K Buy
1,545
+3
+0.2% +$668 ﹤0.01% 198
2022
Q4 		$353K Buy
1,542
+23
+2% +$5.5K ﹤0.01% 192
2022
Q3 		$362K Buy
1,519
+44
+3% +$10.7K 0.01% 183
2022
Q2 		$361K Buy
1,475
+105
+8% +$25.6K ﹤0.01% 188
2022
Q1 		$318K Buy
1,370
+341
+33% +$78.7K ﹤0.01% 209
2021
Q4 		$258K Sell
1,029
-14,580
-93% -$3.32M ﹤0.01% 222
2021
Q3 		$3.31M Buy
+15,609
New +$3.41M 0.04% 143
2020
Q2 		– Sell
-38,628
Closed -$5.66M – 218
2020
Q1 		$5.66M Buy
+38,628
New +$6.82M 0.1% 126

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morningstar Investment Services's STZ Position: Q4 2024 in Review

Morningstar Investment Services sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,725 shares — an estimated $446K sold.

Morningstar Investment Services first reported a position in STZ in Q1 2020 and held it in 14 quarters. The position peaked at $5.66M in Q1 2020. 1,340 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Morningstar Investment Services reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,725 Constellation Brands shares in Q4 2024, an estimated $446K.
  • Morningstar Investment Services first reported a position in Constellation Brands in Q1 2020 and held it in 14 quarters.
  • Morningstar Investment Services's Constellation Brands position peaked at $5.66M in Q1 2020.
  • 1,340 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.