Cedar Mountain Advisors
STZ icon

Cedar Mountain Advisors’s Constellation Brands STZ Stock Holding History

Cedar Mountain Advisors’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 		$24.9K Hold
220
– – ﹤0.01% 261
2026
Q2 		$30.6K Hold
220
– – 0.01% 251
2026
Q1 		$33K Buy
+220
New +$34K 0.01% 205
2021
Q2 		– Sell
-100
Closed -$23K – 290
2021
Q1 		$23K Hold
100
– – 0.01% 118
2020
Q4 		$22K Hold
100
– – 0.01% 115
2020
Q3 		$19K Hold
100
– – 0.01% 108
2020
Q2 		$17K Hold
100
– – 0.01% 114
2020
Q1 		$14K Hold
100
– – 0.01% 108
2019
Q4 		$19K Buy
+100
New +$18.9K 0.01% 113

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Ranmore Fund Management
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Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cedar Mountain Advisors's STZ Position: Q3 2026 in Review

Cedar Mountain Advisors held its Constellation Brands (STZ) position steady in Q3 2026 at 220 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Cedar Mountain Advisors first reported a position in STZ in Q4 2019 and has held it in 9 quarters since. The position peaked at $33K in Q1 2026. 169 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Cedar Mountain Advisors held 220 shares of Constellation Brands worth $24.9K as of Q3 2026.
  • Cedar Mountain Advisors left its Constellation Brands share count unchanged in Q3 2026.
  • Constellation Brands made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #261 holding.
  • Cedar Mountain Advisors first reported a position in Constellation Brands in Q4 2019 and has held it in 9 quarters since.
  • Cedar Mountain Advisors's Constellation Brands position peaked at $33K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.