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
2023 Q1	–	Sell	-223	Closed	-$51.7K	–	470
2022 Q4	$51.7K	Hold	223	–	–	0.04%	152
2022 Q3	$51K	Hold	223	–	–	0.05%	157
2022 Q2	$51K	Buy	+223	New	+$54.3K	0.04%	158
2022 Q1	–	Sell	-325	Closed	-$81K	–	487
2021 Q4	$81K	Buy	+325	New	+$74.1K	0.07%	152

Other funds holding STZ

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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. 1,030 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.
1,030 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.