A detailed history of Evercore Wealth Management, LLC transactions in Constellation Brands, Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 344,823 shares of STZ stock, worth $89.1 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
344,823
Previous 345,263 0.13%
Holding current value
$89.1 Million
Previous $93.8 Million 5.45%
% of portfolio
1.4%
Previous 1.47%

Shares

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

Aug 14, 2024

SELL
$243.97 - $268.34 $107,346 - $118,069
-440 Reduced 0.13%
344,823 $88.7 Million
Q1 2024

May 15, 2024

BUY
$241.42 - $272.04 $1.58 Million - $1.78 Million
6,553 Added 1.93%
345,263 $93.8 Million
Q4 2023

Feb 14, 2024

BUY
$228.39 - $249.36 $740,211 - $808,175
3,241 Added 0.97%
338,710 $81.9 Million
Q3 2023

Nov 14, 2023

BUY
$247.47 - $272.8 $429,360 - $473,308
1,735 Added 0.52%
335,469 $84.3 Million
Q2 2023

Aug 04, 2023

BUY
$218.23 - $249.19 $308,795 - $352,603
1,415 Added 0.43%
333,734 $82.1 Million
Q1 2023

May 15, 2023

BUY
$208.68 - $233.59 $200,124 - $224,012
959 Added 0.29%
332,319 $75.1 Million
Q4 2022

Feb 14, 2023

BUY
$221.24 - $261.02 $504,648 - $595,386
2,281 Added 0.69%
331,360 $76.8 Million
Q3 2022

Nov 14, 2022

BUY
$229.68 - $308.0 $421,003 - $564,564
1,833 Added 0.56%
329,079 $75.6 Million
Q2 2022

Aug 15, 2022

SELL
$225.77 - $258.78 $644,347 - $738,558
-2,854 Reduced 0.86%
327,246 $76.3 Million
Q1 2022

May 16, 2022

BUY
$212.39 - $254.6 $85,805 - $102,858
404 Added 0.12%
330,100 $76 Million
Q4 2021

Feb 14, 2022

BUY
$211.62 - $250.97 $1.79 Million - $2.12 Million
8,440 Added 2.63%
329,696 $82.7 Million
Q3 2021

Nov 15, 2021

BUY
$209.08 - $232.03 $861,827 - $956,427
4,122 Added 1.3%
321,256 $67.7 Million
Q2 2021

Aug 16, 2021

BUY
$221.25 - $243.02 $1.86 Million - $2.04 Million
8,398 Added 2.72%
317,134 $74.2 Million
Q1 2021

May 17, 2021

BUY
$210.93 - $241.27 $2.68 Million - $3.07 Million
12,718 Added 4.3%
308,736 $70.4 Million
Q4 2020

Feb 16, 2021

BUY
$165.01 - $219.05 $2.42 Million - $3.21 Million
14,675 Added 5.22%
296,018 $64.8 Million
Q3 2020

Nov 16, 2020

BUY
$171.09 - $196.59 $5 Million - $5.74 Million
29,206 Added 11.58%
281,343 $53.3 Million
Q2 2020

Aug 13, 2020

BUY
$131.22 - $185.93 $32.7 Million - $46.4 Million
249,534 Added 9586.4%
252,137 $44.1 Million
Q1 2020

May 14, 2020

BUY
$105.64 - $208.34 $8,239 - $16,250
78 Added 3.09%
2,603 $373,000
Q4 2019

Feb 13, 2020

BUY
$174.89 - $209.41 $192,378 - $230,351
1,100 Added 77.19%
2,525 $479,000
Q2 2019

Aug 13, 2019

BUY
$176.45 - $212.54 $44,112 - $53,135
250 Added 21.28%
1,425 $281,000
Q1 2019

May 14, 2019

BUY
$150.94 - $175.33 $177,354 - $206,012
1,175 New
1,175 $206,000
Q4 2018

Feb 13, 2019

SELL
$156.95 - $228.67 $160,873 - $234,386
-1,025 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$200.49 - $221.81 $205,502 - $227,355
1,025 New
1,025 $221,000
Q1 2018

May 15, 2018

SELL
$208.73 - $230.34 $41,746 - $46,068
-200 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
$193.04 - $204.62 $38,608 - $40,924
200
200 $40,000

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 Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC 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 Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.