STZ CONSTELLATION BRANDS CL A COM

Ownership history in HOWE & RUSLING INC  ·  62 quarters on record

This page tracks every 13F SEC filing in which HOWE & RUSLING INC reported a position in CONSTELLATION BRANDS CL A COM (STZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.96% (2020 Q2)
Avg. % of fund
0.73%
First filed
2001 Q1
Last filed
2025 Q4
Quarters held
62
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,725 +5,325 +1331.2% 0.05% $790K $137.07
2025 Q3 REDUCED 400 -12,420 -96.9% 0.00% $54K $132.76
2025 Q3 REDUCED 12,820 -1,241 -8.8% 0.12% $1.7M $132.76
2025 Q2 REDUCED 14,061 -2,058 -12.8% 0.17% $2.3M $159.44
2025 Q1 REDUCED 16,119 -39,495 -71.0% 0.25% $3.0M $178.88
2024 Q4 REDUCED 55,614 -594 -1.1% 1.06% $12.3M $214.14
2024 Q3 REDUCED 56,208 -8,215 -12.8% 1.25% $14.5M $248.63
2024 Q2 REDUCED 64,423 -482 -0.7% 1.51% $16.6M $247.19
2024 Q1 ADDED 64,905 +447 +0.7% 1.69% $17.6M $260.07
2023 Q4 REDUCED 64,458 -287 -0.4% 1.65% $15.6M $230.52
52 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STZ price (monthly, adj. close)
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