Tradewinds Capital Management’s Constellation Brands STZ Stock Holding History

Tradewinds Capital 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	-4	Closed	-$1.03K	–	711
2024 Q3	$1.03K	Buy	+4	New	+$991	﹤0.01%	512
2022 Q2	–	Sell	-400	Closed	-$92K	–	750
2022 Q1	$92K	Hold	400	–	–	0.01%	178
2021 Q4	$100K	Buy	+400	New	+$91.2K	0.02%	175
2021 Q2	–	Sell	-10	Closed	-$2K	–	818
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	650
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	614
2020 Q3	$2K	Sell	10 -15	-60%	-$2.74K	﹤0.01%	589
2020 Q2	$4K	Buy	+25	New	+$4.16K	﹤0.01%	507
2020 Q1	–	Sell	-12	Closed	-$2K	–	737
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	613
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	550
2019 Q2	$2K	Buy	+12	New	+$2.34K	﹤0.01%	539
2017 Q1	–	Sell	-25	Closed	-$4K	–	724
2016 Q4	$4K	Hold	25	–	–	﹤0.01%	474
2016 Q3	$4K	Hold	25	–	–	﹤0.01%	468
2016 Q2	$4K	Buy	25 +5	+25%	+$783	﹤0.01%	470
2016 Q1	$3K	Buy	+20	New	+$2.89K	﹤0.01%	527

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

Tradewinds Capital Management's STZ Position: Q4 2024 in Review

Tradewinds Capital Management sold out of Constellation Brands (STZ) in Q4 2024, closing a stake of 4 shares — an estimated $1.03K sold.

Tradewinds Capital Management first reported a position in STZ in Q1 2016 and held it in 14 quarters. The position peaked at $100K in Q4 2021. 1,337 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

Tradewinds Capital Management reported no remaining Constellation Brands position as of Q4 2024 after selling out during the quarter.
Tradewinds Capital Management sold 4 Constellation Brands shares in Q4 2024, an estimated $1.03K.
Tradewinds Capital Management first reported a position in Constellation Brands in Q1 2016 and held it in 14 quarters.
Tradewinds Capital Management's Constellation Brands position peaked at $100K in Q4 2021.
1,337 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on Tradewinds Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.