A detailed history of Creative Planning transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Creative Planning holds 53,487 shares of STZ stock, worth $13.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
53,487
Previous 52,325 2.22%
Holding current value
$13.8 Million
Previous $14.2 Million 3.22%
% of portfolio
0.01%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$243.97 - $268.34 $283,493 - $311,811
1,162 Added 2.22%
53,487 $13.8 Million
Q1 2024

May 10, 2024

BUY
$241.42 - $272.04 $237,557 - $267,687
984 Added 1.92%
52,325 $14.2 Million
Q4 2023

Feb 14, 2024

SELL
$228.39 - $249.36 $6.48 Million - $7.07 Million
-28,351 Reduced 35.58%
51,341 $12.4 Million
Q3 2023

Nov 16, 2023

BUY
$247.47 - $272.8 $7.42 Million - $8.17 Million
29,967 Added 60.27%
79,692 $20 Million
Q2 2023

Jul 21, 2023

SELL
$218.23 - $249.19 $1.06 Million - $1.22 Million
-4,876 Reduced 8.93%
49,725 $12.2 Million
Q1 2023

May 15, 2023

SELL
$208.68 - $233.59 $276,083 - $309,039
-1,323 Reduced 2.37%
54,601 $12.3 Million
Q4 2022

Feb 10, 2023

BUY
$221.24 - $261.02 $181,638 - $214,297
821 Added 1.49%
55,924 $13 Million
Q3 2022

Nov 03, 2022

SELL
$229.68 - $308.0 $785,735 - $1.05 Million
-3,421 Reduced 5.85%
55,103 $12.7 Million
Q2 2022

Aug 15, 2022

SELL
$225.77 - $258.78 $6,321 - $7,245
-28 Reduced 0.05%
58,524 $13.6 Million
Q1 2022

May 16, 2022

BUY
$212.39 - $254.6 $8.87 Million - $10.6 Million
41,762 Added 248.73%
58,552 $13.5 Million
Q4 2021

Feb 11, 2022

SELL
$211.62 - $250.97 $73,220 - $86,835
-346 Reduced 2.02%
16,790 $4.21 Million
Q3 2021

Nov 10, 2021

SELL
$209.08 - $232.03 $34,916 - $38,749
-167 Reduced 0.97%
17,136 $3.61 Million
Q2 2021

Aug 04, 2021

SELL
$221.25 - $243.02 $275,235 - $302,316
-1,244 Reduced 6.71%
17,303 $4.05 Million
Q1 2021

Apr 30, 2021

BUY
$210.93 - $241.27 $405,196 - $463,479
1,921 Added 11.55%
18,547 $4.23 Million
Q4 2020

Jan 29, 2021

SELL
$165.01 - $219.05 $47,192 - $62,648
-286 Reduced 1.69%
16,626 $3.64 Million
Q3 2020

Nov 05, 2020

SELL
$171.09 - $196.59 $282,127 - $324,176
-1,649 Reduced 8.88%
16,912 $3.21 Million
Q2 2020

Jul 23, 2020

SELL
$131.22 - $185.93 $242,232 - $343,226
-1,846 Reduced 9.05%
18,561 $3.25 Million
Q1 2020

May 05, 2020

SELL
$105.64 - $208.34 $251,000 - $495,015
-2,376 Reduced 10.43%
20,407 $2.93 Million
Q4 2019

Jan 30, 2020

SELL
$174.89 - $209.41 $38,126 - $45,651
-218 Reduced 0.95%
22,783 $4.32 Million
Q3 2019

Nov 01, 2019

BUY
$186.69 - $210.18 $271,447 - $305,601
1,454 Added 6.75%
23,001 $4.77 Million
Q2 2019

Jul 26, 2019

BUY
$176.45 - $212.54 $40,583 - $48,884
230 Added 1.08%
21,547 $4.24 Million
Q1 2019

Apr 24, 2019

BUY
$150.94 - $175.33 $283,012 - $328,743
1,875 Added 9.64%
21,317 $3.74 Million
Q4 2018

Feb 01, 2019

BUY
$156.95 - $228.67 $440,087 - $641,190
2,804 Added 16.85%
19,442 $3.13 Million
Q3 2018

Oct 25, 2018

BUY
$200.49 - $221.81 $72,777 - $80,517
363 Added 2.23%
16,638 $3.59 Million
Q2 2018

Jul 20, 2018

SELL
$215.92 - $234.22 $524,901 - $569,388
-2,431 Reduced 13.0%
16,275 $3.56 Million
Q1 2018

Apr 18, 2018

SELL
$208.73 - $230.34 $165,731 - $182,889
-794 Reduced 4.07%
18,706 $4.26 Million
Q4 2017

Jan 17, 2018

SELL
$199.08 - $228.57 $138,161 - $158,627
-694 Reduced 3.44%
19,500 $4.46 Million
Q3 2017

Oct 17, 2017

BUY
$193.04 - $204.62 $3.9 Million - $4.13 Million
20,194
20,194 $4.03 Million

Others Institutions Holding STZ

About CONSTELLATION BRANDS, INC.


  • Ticker STZ
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 161,224,000
  • Market Cap $41.7B
  • Description
  • Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. It provides beer primarily under the Corona Extra, Corona Premier, Corona Familiar, Corona Light, Corona Refresca, Corona Hard Seltzer, Modelo Especial, Modelo Neg...
More about STZ
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.