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Planning Directions’s Constellation Brands STZ Stock Holding History

Planning Directions’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
-979
Closed -$252K – 82
2024
Q3 		$252K Sell
979
-280
-22% -$69.4K 0.15% 69
2024
Q2 		$324K Sell
1,259
-313
-20% -$80.5K 0.22% 58
2024
Q1 		$427K Sell
1,572
-307
-16% -$77.7K 0.3% 44
2023
Q4 		$454K Sell
1,879
-463
-20% -$110K 0.32% 39
2023
Q3 		$589K Sell
2,342
-289
-11% -$75.4K 0.45% 32
2023
Q2 		$648K Sell
2,631
-150
-5% -$35.1K 0.47% 32
2023
Q1 		$628K Sell
2,781
-139
-5% -$30.9K 0.47% 32
2022
Q4 		$677K Sell
2,920
-148
-5% -$35.4K 0.52% 34
2022
Q3 		$705K Buy
3,068
+7
+0.2% +$1.71K 0.57% 30
2022
Q2 		$713K Sell
3,061
-15
-0.5% -$3.65K 0.55% 30
2022
Q1 		$708K Sell
3,076
-96
-3% -$22.2K 0.5% 30
2021
Q4 		$796K Buy
3,172
+58
+2% +$13.2K 0.53% 31
2021
Q3 		$656K Buy
3,114
+8
+0.3% +$1.75K 0.48% 33
2021
Q2 		$726K Buy
3,106
+8
+0.3% +$1.88K 0.53% 30
2021
Q1 		$706K Buy
3,098
+8
+0.3% +$1.8K 0.56% 29
2020
Q4 		$677K Buy
3,090
+5
+0.2% +$983 0.55% 30
2020
Q3 		$585K Sell
3,085
-212
-6% -$38.7K 0.52% 30
2020
Q2 		$577K Buy
3,297
+1,333
+68% +$222K 0.54% 30
2020
Q1 		$282K Sell
1,964
-1,414
-42% -$249K 0.4% 47
2019
Q4 		$641K Sell
3,378
-213
-6% -$40.2K 0.59% 31
2019
Q3 		$744K Sell
3,591
-88
-2% -$17.7K 0.71% 29
2019
Q2 		$725K Buy
3,679
+11
+0.3% +$2.15K 0.74% 30
2019
Q1 		$643K Buy
3,668
+577
+19% +$97.2K 0.76% 31
2018
Q4 		$497K Buy
3,091
+1,805
+140% +$359K 0.61% 31
2018
Q3 		$277K Buy
+1,286
New +$273K 0.26% 43

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 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
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

Planning Directions's STZ Position: Q4 2024 in Review

Planning Directions sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 979 shares — an estimated $252K sold.

Planning Directions first reported a position in STZ in Q3 2018 and held it in 25 quarters. The position peaked at $796K in Q4 2021. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Planning Directions reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Planning Directions sold 979 Constellation Brands shares in Q4 2024, an estimated $252K.
  • Planning Directions first reported a position in Constellation Brands in Q3 2018 and held it in 25 quarters.
  • Planning Directions's Constellation Brands position peaked at $796K in Q4 2021.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Planning Directions's 13F filing for Q4 2024, filed 6 Feb 2025.