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Planning Capital Management Corporation’s Constellation Brands STZ Stock Holding History

Planning Capital Management Corporation’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
Q3 		$22.3K Sell
86
-192
-69% -$47.6K 0.01% 277
2024
Q2 		$71.5K Hold
278
– – 0.05% 164
2024
Q1 		$75.5K Buy
278
+192
+223% +$48.6K 0.06% 155
2023
Q4 		$20.8K Buy
+86
New +$20.5K 0.02% 287

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Planning Capital Management Corporation's STZ Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Constellation Brands (STZ) stake by 69% in Q3 2024, selling an estimated $47.6K and leaving 86 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #277.

Planning Capital Management Corporation first reported a position in STZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $75.5K in Q1 2024. 1,323 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

  • Planning Capital Management Corporation held 86 shares of Constellation Brands worth $22.3K as of Q3 2024.
  • Planning Capital Management Corporation sold 192 Constellation Brands shares in Q3 2024, an estimated $47.6K.
  • Constellation Brands made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #277 holding.
  • Planning Capital Management Corporation first reported a position in Constellation Brands in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Constellation Brands position peaked at $75.5K in Q1 2024.
  • 1,323 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.