The Family Firm’s Constellation Brands STZ Stock Holding History

The Family Firm’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 Q3	–	Sell	-714	Closed	-$184K	–	761
2024 Q2	$184K	Buy	+714	New	+$184K	0.04%	207

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 International Investors Los Angeles, California $427B AUM 29.17% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

The Family Firm's STZ Position: Q3 2024 in Review

The Family Firm sold out of Constellation Brands (STZ) in Q3 2024, closing a stake of 714 shares — an estimated $184K sold.

The Family Firm first reported a position in STZ in Q2 2024 and held it in 1 quarter. The position peaked at $184K in Q2 2024. 1,322 funds tracked by Wall St. Rank hold STZ as of Q3 2024.

The Family Firm reported no remaining Constellation Brands position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 714 Constellation Brands shares in Q3 2024, an estimated $184K.
The Family Firm first reported a position in Constellation Brands in Q2 2024 and held it in 1 quarter.
The Family Firm's Constellation Brands position peaked at $184K in Q2 2024.
1,322 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.