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Wunderlich Capital Managemnt’s Constellation Brands STZ Stock Holding History

Wunderlich Capital Managemnt’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
Q2 		$2.35M Buy
9,126
+391
+4% +$101K 1.05% 42
2024
Q1 		$2.37M Sell
8,735
-513
-6% -$130K 1.07% 42
2023
Q4 		$2.24M Sell
9,248
-217
-2% -$51.6K 1.01% 44
2023
Q3 		$2.38M Sell
9,465
-2
-0% -$522 1.17% 40
2023
Q2 		$2.33M Buy
9,467
+33
+0.3% +$7.72K 1.14% 41
2023
Q1 		$2.13M Buy
9,434
+56
+0.6% +$12.5K 1.11% 45
2022
Q4 		$2.17M Buy
9,378
+58
+0.6% +$13.9K 1.21% 43
2022
Q3 		$2.14M Buy
9,320
+224
+2% +$54.6K 1.37% 30
2022
Q2 		$2.12M Sell
9,096
-45
-0.5% -$11K 1.24% 40
2022
Q1 		$2.1M Sell
9,141
-61
-0.7% -$14.1K 0.99% 53
2021
Q4 		$2.31M Buy
9,202
+151
+2% +$34.4K 1.03% 51
2021
Q3 		$1.91M Buy
9,051
+386
+4% +$84.2K 0.92% 57
2021
Q2 		$2.03M Buy
8,665
+153
+2% +$35.9K 1.03% 53
2021
Q1 		$1.94M Sell
8,512
-60
-0.7% -$13.5K 1.06% 53
2020
Q4 		$1.88M Buy
8,572
+61
+0.7% +$12K 1.04% 50
2020
Q3 		$1.61M Buy
8,511
+132
+2% +$24.1K 1% 46
2020
Q2 		$1.47M Buy
+8,379
New +$1.4M 1.03% 49
2020
Q1 		– Sell
-7,340
Closed -$1.39M – 84
2019
Q4 		$1.39M Sell
7,340
-62
-0.8% -$11.7K 0.88% 66
2019
Q3 		$1.53M Buy
7,402
+19
+0.3% +$3.81K 1.05% 50
2019
Q2 		$1.45M Buy
7,383
+261
+4% +$51K 0.96% 60
2019
Q1 		$1.25M Buy
7,122
+160
+2% +$26.9K 0.87% 63
2018
Q4 		$1.12M Buy
+6,962
New +$1.38M 0.86% 67

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wunderlich Capital Managemnt's STZ Position: Q2 2024 in Review

Wunderlich Capital Managemnt increased its Constellation Brands (STZ) stake by 4.5% in Q2 2024, buying an estimated $101K and bringing the position to 9,126 shares worth $2.35M. The position accounts for 1.05% of the portfolio, ranked #42.

Wunderlich Capital Managemnt first reported a position in STZ in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.38M in Q3 2023. 1,340 funds tracked by Wall St. Rank hold STZ as of Q2 2024.

  • Wunderlich Capital Managemnt held 9,126 shares of Constellation Brands worth $2.35M as of Q2 2024.
  • Wunderlich Capital Managemnt bought 391 Constellation Brands shares in Q2 2024, an estimated $101K.
  • Constellation Brands made up 1.05% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #42 holding.
  • Wunderlich Capital Managemnt first reported a position in Constellation Brands in Q4 2018 and has held it in 22 quarters since.
  • Wunderlich Capital Managemnt's Constellation Brands position peaked at $2.38M in Q3 2023.
  • 1,340 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.