WR Wealth Planners’s Constellation Brands STZ Stock Holding History

WR Wealth Planners’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	$8.18K	Sell	37 -2	-5%	-$475	﹤0.01%	624
2024 Q3	$10.1K	Hold	39	–	–	﹤0.01%	625
2024 Q2	$10K	Buy	39 +3	+8%	+$772	﹤0.01%	590
2024 Q1	$9.78K	Buy	+36	New	+$9.11K	﹤0.01%	604
2023 Q4	–	Sell	-103	Closed	-$25.8K	–	776
2023 Q3	$25.8K	Buy	103 +1	+1%	+$261	0.01%	396
2023 Q2	$25.2K	Hold	102	–	–	0.01%	399
2023 Q1	$23.1K	Buy	102 +30	+42%	+$6.68K	0.01%	410
2022 Q4	$16.7K	Hold	72	–	–	0.01%	226
2022 Q3	$16.5K	Hold	72	–	–	0.01%	218
2022 Q2	$16.7K	Buy	72 +3	+4%	+$730	0.01%	242
2022 Q1	$16K	Buy	+69	New	+$15.9K	0.01%	253

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

WR Wealth Planners's STZ Position: Q4 2024 in Review

WR Wealth Planners reduced its Constellation Brands (STZ) stake by 5.1% in Q4 2024, selling an estimated $475 and leaving 37 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

WR Wealth Planners first reported a position in STZ in Q1 2022 and has held it in 11 quarters since. The position peaked at $25.8K in Q3 2023. 1,338 funds tracked by Wall St. Rank hold STZ as of Q4 2024.

WR Wealth Planners held 37 shares of Constellation Brands worth $8.18K as of Q4 2024.
WR Wealth Planners sold 2 Constellation Brands shares in Q4 2024, an estimated $475.
Constellation Brands made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #624 holding.
WR Wealth Planners first reported a position in Constellation Brands in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Constellation Brands position peaked at $25.8K in Q3 2023.
1,338 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.