Paladin Wealth’s Constellation Brands STZ Stock Holding History

Paladin Wealth’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	-541	Closed	-$139K	–	206
2024 Q3	$139K	Buy	+541	New	+$134K	0.12%	126

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

Paladin Wealth's STZ Position: Q4 2024 in Review

Paladin Wealth sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 541 shares — an estimated $139K sold.

Paladin Wealth first reported a position in STZ in Q3 2024 and held it in 1 quarter. The position peaked at $139K in Q3 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Paladin Wealth reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 541 Constellation Brands shares in Q4 2024, an estimated $139K.
Paladin Wealth first reported a position in Constellation Brands in Q3 2024 and held it in 1 quarter.
Paladin Wealth's Constellation Brands position peaked at $139K in Q3 2024.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.