Paladin Advisory Group’s Constellation Brands STZ Stock Holding History

Paladin Advisory 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 Q2	$31K	Hold	223	–	–	0.02%	173
2026 Q1	$33.5K	Hold	223	–	–	0.03%	169
2025 Q4	$30.8K	Hold	223	–	–	0.02%	173
2025 Q3	$30K	Hold	223	–	–	0.02%	167
2025 Q2	$36.3K	Hold	223	–	–	0.03%	155
2025 Q1	$40.9K	Hold	223	–	–	0.03%	157
2024 Q4	$49.3K	Hold	223	–	–	0.04%	154
2024 Q3	$57.5K	Hold	223	–	–	0.04%	145
2024 Q2	$57.2K	Hold	223	–	–	0.04%	138
2024 Q1	$59.3K	Hold	223	–	–	0.05%	133
2023 Q4	$53.9K	Hold	223	–	–	0.04%	138
2023 Q3	$56K	Hold	223	–	–	0.05%	141
2023 Q2	$54.9K	Hold	223	–	–	0.04%	148
2023 Q1	$50.4K	Buy	+223	New	+$49.6K	0.04%	150
2022 Q2	–	Sell	-223	Closed	-$54.3K	–	488
2022 Q1	$52K	Buy	+223	New	+$51.5K	0.04%	169

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Paladin Advisory Group's STZ Position: Q2 2026 in Review

Paladin Advisory Group held its Constellation Brands (STZ) position steady in Q2 2026 at 223 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #173.

Paladin Advisory Group first reported a position in STZ in Q1 2022 and has held it in 15 quarters since. The position peaked at $59.3K in Q1 2024. 399 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Paladin Advisory Group held 223 shares of Constellation Brands worth $31K as of Q2 2026.
Paladin Advisory Group left its Constellation Brands share count unchanged in Q2 2026.
Constellation Brands made up 0.02% of Paladin Advisory Group's portfolio in Q2 2026, its #173 holding.
Paladin Advisory Group first reported a position in Constellation Brands in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Constellation Brands position peaked at $59.3K in Q1 2024.
399 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.