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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Paladin Advisory Group's STZ Position: Q1 2026 in Review

Paladin Advisory Group held its Constellation Brands (STZ) position steady in Q1 2026 at 223 shares worth $33.5K. The position accounts for 0.03% of the portfolio, ranked #169.

Paladin Advisory Group first reported a position in STZ in Q1 2022 and has held it in 14 quarters since. The position peaked at $59.3K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Paladin Advisory Group held 223 shares of Constellation Brands worth $33.5K as of Q1 2026.
Paladin Advisory Group left its Constellation Brands share count unchanged in Q1 2026.
Constellation Brands made up 0.03% of Paladin Advisory Group's portfolio in Q1 2026, its #169 holding.
Paladin Advisory Group first reported a position in Constellation Brands in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Constellation Brands position peaked at $59.3K in Q1 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.