Nautilus Advisors’s Constellation Brands STZ Stock Holding History

Nautilus 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	$342K	Hold	3,022	–	–	0.21%	123
2026 Q2	$405K	Hold	3,022	–	–	0.24%	110
2026 Q1	$453K	Sell	3,022 -7	-0.2%	-$1.08K	0.31%	90
2025 Q4	$418K	Sell	3,029 -63	-2%	-$8.64K	0.27%	101
2025 Q3	$416K	Hold	3,092	–	–	0.28%	102
2025 Q2	$503K	Hold	3,092	–	–	0.37%	76
2025 Q1	$567K	Sell	3,092 -111	-3%	-$20.2K	0.47%	67
2024 Q4	$708K	Buy	+3,203	New	+$761K	0.56%	51

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

Nautilus Advisors's STZ Position: Q3 2026 in Review

Nautilus Advisors held its Constellation Brands (STZ) position steady in Q3 2026 at 3,022 shares worth $342K. The position accounts for 0.21% of the portfolio, ranked #123.

Nautilus Advisors first reported a position in STZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $708K in Q4 2024. 37 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Nautilus Advisors held 3,022 shares of Constellation Brands worth $342K as of Q3 2026.
Nautilus Advisors left its Constellation Brands share count unchanged in Q3 2026.
Constellation Brands made up 0.21% of Nautilus Advisors's portfolio in Q3 2026, its #123 holding.
Nautilus Advisors first reported a position in Constellation Brands in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Constellation Brands position peaked at $708K in Q4 2024.
37 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.