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Strategic Financial Services’s Constellation Brands STZ Stock Holding History

Strategic Financial Services’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
-1,146
Closed -$295K – 143
2024
Q3 		$295K Sell
1,146
-50
-4% -$12.4K 0.02% 110
2024
Q2 		$308K Buy
+1,196
New +$308K 0.02% 109

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

Strategic Financial Services's STZ Position: Q4 2024 in Review

Strategic Financial Services sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 1,146 shares — an estimated $295K sold.

Strategic Financial Services first reported a position in STZ in Q2 2024 and held it in 2 quarters. The position peaked at $308K in Q2 2024. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

  • Strategic Financial Services reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
  • Strategic Financial Services sold 1,146 Constellation Brands shares in Q4 2024, an estimated $295K.
  • Strategic Financial Services first reported a position in Constellation Brands in Q2 2024 and held it in 2 quarters.
  • Strategic Financial Services's Constellation Brands position peaked at $308K in Q2 2024.
  • 1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Strategic Financial Services's 13F filing for Q4 2024, filed 11 Feb 2025.