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Atomi Financial Group’s Constellation Brands STZ Stock Holding History

Atomi Financial Group’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
2026
Q1 		$281K Buy
1,876
+236
+14% +$36.5K 0.01% 988
2025
Q4 		$226K Buy
+1,640
New +$225K 0.01% 1084
2025
Q3 		– Sell
-1,338
Closed -$218K – 1238
2025
Q2 		$218K Sell
1,338
-55
-4% -$9.87K 0.01% 1000
2025
Q1 		$256K Buy
+1,393
New +$253K 0.01% 857
2024
Q4 		– Sell
-892
Closed -$230K – 1026
2024
Q3 		$230K Sell
892
-100
-10% -$24.8K 0.01% 796
2024
Q2 		$255K Buy
992
+103
+12% +$26.5K 0.02% 647
2024
Q1 		$242K Buy
+889
New +$225K 0.02% 611

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Atomi Financial Group's STZ Position: Q1 2026 in Review

Atomi Financial Group increased its Constellation Brands (STZ) stake by 14% in Q1 2026, buying an estimated $36.5K and bringing the position to 1,876 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #988.

Atomi Financial Group first reported a position in STZ in Q1 2024 and has held it in 7 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Atomi Financial Group held 1,876 shares of Constellation Brands worth $281K as of Q1 2026.
  • Atomi Financial Group bought 236 Constellation Brands shares in Q1 2026, an estimated $36.5K.
  • Constellation Brands made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #988 holding.
  • Atomi Financial Group first reported a position in Constellation Brands in Q1 2024 and has held it in 7 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.