RF
STZ icon

Robbins Farley’s Constellation Brands STZ Stock Holding History

Robbins Farley’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
2025
Q3 		– Sell
-17
Closed -$2.77K – 190
2025
Q2 		$2.77K Hold
17
– – ﹤0.01% 132
2025
Q1 		$3.12K Sell
17
-13,757
-100% -$2.5M ﹤0.01% 123
2024
Q4 		$3.04M Buy
13,774
+496
+4% +$118K 1.49% 34
2024
Q3 		$3.42M Buy
13,278
+311
+2% +$77.1K 1.72% 25
2024
Q2 		$3.34M Buy
12,967
+660
+5% +$170K 1.77% 24
2024
Q1 		$3.34M Buy
12,307
+423
+4% +$107K 1.84% 24
2023
Q4 		$2.87M Buy
11,884
+740
+7% +$176K 1.8% 24
2023
Q3 		$2.8M Buy
11,144
+855
+8% +$223K 1.98% 19
2023
Q2 		$2.53M Sell
10,289
-332
-3% -$77.7K 1.84% 24
2023
Q1 		$2.4M Buy
10,621
+132
+1% +$29.4K 1.76% 28
2022
Q4 		$2.43M Buy
10,489
+56
+0.5% +$13.4K 2.07% 23
2022
Q3 		$2.4M Sell
10,433
-254
-2% -$61.9K 1.97% 21
2022
Q2 		$2.49M Sell
10,687
-2,676
-20% -$651K 2.6% 16
2022
Q1 		$3.08M Sell
13,363
-356
-3% -$82.2K 2.32% 17
2021
Q4 		$3.44M Buy
13,719
+295
+2% +$67.2K 2.54% 14
2021
Q3 		$2.83M Buy
+13,424
New +$2.93M 2.09% 16
2021
Q2 		– Sell
-10,657
Closed -$2.55M – 168
2021
Q1 		$2.55M Sell
10,657
-807
-7% -$182K 2.24% 23
2020
Q4 		$2.51M Buy
+11,464
New +$2.25M 2.47% 16

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return