Canandaigua National Trust of Florida’s Constellation Brands STZ Stock Holding History

Canandaigua National Trust of Florida’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	$379K	Sell	2,528 -563	-18%	-$87K	0.3%	85
2025 Q4	$426K	Sell	3,091 -2,198	-42%	-$302K	0.27%	86
2025 Q3	$712K	Sell	5,289 -284	-5%	-$45.2K	0.56%	50
2025 Q2	$907K	Sell	5,573 -80	-1%	-$14.3K	0.64%	36
2025 Q1	$1.04M	Buy	5,653 +4,340	+331%	+$788K	0.91%	22
2024 Q4	$290K	Hold	1,313	–	–	0.23%	97
2024 Q3	$338K	Buy	+1,313	New	+$325K	0.29%	79

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Canandaigua National Trust of Florida's STZ Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its Constellation Brands (STZ) stake by 18% in Q1 2026, selling an estimated $87K and leaving 2,528 shares worth $379K. The position accounts for 0.3% of the portfolio, ranked #85.

Canandaigua National Trust of Florida first reported a position in STZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2025. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Canandaigua National Trust of Florida held 2,528 shares of Constellation Brands worth $379K as of Q1 2026.
Canandaigua National Trust of Florida sold 563 Constellation Brands shares in Q1 2026, an estimated $87K.
Constellation Brands made up 0.3% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #85 holding.
Canandaigua National Trust of Florida first reported a position in Constellation Brands in Q3 2024 and has held it in 7 quarters since.
Canandaigua National Trust of Florida's Constellation Brands position peaked at $1.04M in Q1 2025.
1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.