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Cooper Financial Group’s Constellation Brands STZ Stock Holding History

Cooper 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
Q3 		$413K Sell
3,657
-240
-6% -$30.9K 0.03% 284
2026
Q2 		$542K Sell
3,897
-542
-12% -$80.6K 0.04% 255
2026
Q1 		$666K Buy
4,439
+133
+3% +$20.5K 0.07% 212
2025
Q4 		$594K Buy
4,306
+224
+5% +$30.7K 0.06% 217
2025
Q3 		$550K Sell
4,082
-189
-4% -$30.1K 0.06% 226
2025
Q2 		$695K Buy
4,271
+703
+20% +$126K 0.08% 198
2025
Q1 		$655K Buy
3,568
+307
+9% +$55.8K 0.09% 200
2024
Q4 		$721K Sell
3,261
-133
-4% -$31.6K 0.09% 186
2024
Q3 		$875K Sell
3,394
-45
-1% -$11.2K 0.11% 158
2024
Q2 		$885K Buy
3,439
+353
+11% +$90.8K 0.13% 141
2024
Q1 		$839K Buy
3,086
+275
+10% +$69.6K 0.14% 140
2023
Q4 		$680K Buy
2,811
+336
+14% +$79.9K 0.12% 158
2023
Q3 		$622K Buy
2,475
+79
+3% +$20.6K 0.15% 158
2023
Q2 		$590K Buy
2,396
+928
+63% +$217K 0.15% 162
2023
Q1 		$332K Buy
+1,468
New +$327K 0.09% 227

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
TF
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cooper Financial Group's STZ Position: Q3 2026 in Review

Cooper Financial Group reduced its Constellation Brands (STZ) stake by 6.2% in Q3 2026, selling an estimated $30.9K and leaving 3,657 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #284.

Cooper Financial Group first reported a position in STZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $885K in Q2 2024. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Cooper Financial Group held 3,657 shares of Constellation Brands worth $413K as of Q3 2026.
  • Cooper Financial Group sold 240 Constellation Brands shares in Q3 2026, an estimated $30.9K.
  • Constellation Brands made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #284 holding.
  • Cooper Financial Group first reported a position in Constellation Brands in Q1 2023 and has held it in 15 quarters since.
  • Cooper Financial Group's Constellation Brands position peaked at $885K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.