Southern Style Financial’s Constellation Brands STZ Stock Holding History

Southern Style Financial’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	$3.07M	Buy	+13,891	New	+$3.3M	2.49%	9

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Southern Style Financial's STZ Position: Q4 2024 in Review

Southern Style Financial opened a new position in Constellation Brands (STZ) in Q4 2024: 13,891 shares worth $3.07M. The stake represents 2.49% of the portfolio and ranks #9 among its holdings.

1,341 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Southern Style Financial held 13,891 shares of Constellation Brands worth $3.07M as of Q4 2024.
Constellation Brands was a new Southern Style Financial position in Q4 2024.
Constellation Brands made up 2.49% of Southern Style Financial's portfolio in Q4 2024, its #9 holding.
1,341 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.