Stockman Wealth Management’s Constellation Brands STZ Stock Holding History

Stockman Wealth Management’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	-850	Closed	-$219K	–	181
2024 Q3	$219K	Hold	850	–	–	0.03%	170
2024 Q2	$219K	Sell	850 -15	-2%	-$3.86K	0.04%	162
2024 Q1	$235K	Buy	865 +15	+2%	+$3.8K	0.04%	159
2023 Q4	$205K	Hold	850	–	–	0.04%	163
2023 Q3	$214K	Hold	850	–	–	0.05%	168
2023 Q2	$209K	Buy	+850	New	+$199K	0.04%	179
2023 Q1	–	Sell	-900	Closed	-$209K	–	211
2022 Q4	$209K	Buy	+900	New	+$215K	0.05%	182
2022 Q1	–	Sell	-800	Closed	-$201K	–	211
2021 Q4	$201K	Buy	+800	New	+$182K	0.04%	201
2018 Q2	–	Sell	-900	Closed	-$205K	–	158
2018 Q1	$205K	Hold	900	–	–	0.09%	138
2017 Q4	$206K	Buy	+900	New	+$195K	0.09%	140
2017 Q3	–	Sell	-1,200	Closed	-$233K	–	148
2017 Q2	$233K	Buy	+1,200	New	+$214K	0.23%	103

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

Stockman Wealth Management's STZ Position: Q4 2024 in Review

Stockman Wealth Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 850 shares — an estimated $219K sold.

Stockman Wealth Management first reported a position in STZ in Q2 2017 and held it in 11 quarters. The position peaked at $235K in Q1 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Stockman Wealth Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Stockman Wealth Management sold 850 Constellation Brands shares in Q4 2024, an estimated $219K.
Stockman Wealth Management first reported a position in Constellation Brands in Q2 2017 and held it in 11 quarters.
Stockman Wealth Management's Constellation Brands position peaked at $235K in Q1 2024.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Stockman Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.