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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
Q2 		$233K Sell
1,676
-200
-11% -$29.7K 0.01% 1151
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atomi Financial Group's STZ Position: Q2 2026 in Review

Atomi Financial Group reduced its Constellation Brands (STZ) stake by 11% in Q2 2026, selling an estimated $29.7K and leaving 1,676 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #1151.

Atomi Financial Group first reported a position in STZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $281K in Q1 2026. 1,034 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Atomi Financial Group held 1,676 shares of Constellation Brands worth $233K as of Q2 2026.
  • Atomi Financial Group sold 200 Constellation Brands shares in Q2 2026, an estimated $29.7K.
  • Constellation Brands made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1151 holding.
  • Atomi Financial Group first reported a position in Constellation Brands in Q1 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Constellation Brands position peaked at $281K in Q1 2026.
  • 1,034 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.