Atwood & Palmer’s Constellation Brands STZ Stock Holding History

Atwood & Palmer’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 Q3	$566	Hold	5	–	–	﹤0.01%	473
2026 Q2	$696	Hold	5	–	–	﹤0.01%	468
2026 Q1	$750	Hold	5	–	–	﹤0.01%	487
2025 Q4	$690	Hold	5	–	–	﹤0.01%	470
2025 Q3	$674	Hold	5	–	–	﹤0.01%	469
2025 Q2	$814	Hold	5	–	–	﹤0.01%	490
2025 Q1	$918	Hold	5	–	–	﹤0.01%	413
2024 Q4	$1.1K	Hold	5	–	–	﹤0.01%	427
2024 Q3	$1.29K	Hold	5	–	–	﹤0.01%	421
2024 Q2	$1.29K	Hold	5	–	–	﹤0.01%	408
2024 Q1	$1.36K	Hold	5	–	–	﹤0.01%	385
2023 Q4	$1.21K	Hold	5	–	–	﹤0.01%	376
2023 Q3	$1.26K	Hold	5	–	–	﹤0.01%	376
2023 Q2	$1.23K	Hold	5	–	–	﹤0.01%	380
2023 Q1	$1.13K	Hold	5	–	–	﹤0.01%	352
2022 Q4	$1.16K	Hold	5	–	–	﹤0.01%	374
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	366
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	388
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	437
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	449
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	424
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	408
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	434
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	364
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	327
2020 Q2	$1K	Hold	5	–	–	﹤0.01%	309
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	309
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	289
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	295
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	292
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	320
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	312
2018 Q3	$1K	Buy	+5	New	+$1.06K	﹤0.01%	306

Other funds holding STZ

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Atwood & Palmer's STZ Position: Q3 2026 in Review

Atwood & Palmer held its Constellation Brands (STZ) position steady in Q3 2026 at 5 shares worth $566. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Atwood & Palmer first reported a position in STZ in Q3 2018 and has held it in 33 quarters since. The position peaked at $1.36K in Q1 2024. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Atwood & Palmer held 5 shares of Constellation Brands worth $566 as of Q3 2026.
Atwood & Palmer left its Constellation Brands share count unchanged in Q3 2026.
Constellation Brands made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #473 holding.
Atwood & Palmer first reported a position in Constellation Brands in Q3 2018 and has held it in 33 quarters since.
Atwood & Palmer's Constellation Brands position peaked at $1.36K in Q1 2024.
37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.