Hickory Point Bank & Trust STZ — CONSTELLATION BRANDS INC CL A

Ownership history in Hickory Point Bank & Trust  ·  4 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported CONSTELLATION BRANDS INC CL A (STZ) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.21% in 2024 Q4. The latest visible filing shows STZ at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in CONSTELLATION BRANDS INC CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

STZ was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hickory Point Bank & Trust held STZ — position size vs. price
% of Fund (quarterly)    STZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 874 -31 -3.4% 0.06% $99K 2026-10-01 $112.99
2026 Q2 UNCHANGED — — — 905 — 0% 0.08% $126K 2026-07-17 $131.83
2026 Q1 REDUCED 15.3% -6.3% ✅ 905 -164 -15.3% 0.09% $136K 2026-04-03 $149.02
2024 Q4 INITIATED — — — 1,069 — — 0.21% $236K 2025-02-05 $165.08

FAQ About Hickory Point Bank & Trust and STZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning STZ?

Hickory Point Bank & Trust reported STZ across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported STZ position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for STZ was 0.21% in 2024 Q4.

What is the latest reported STZ position on this page?

The most recent filing on this page is 2026 Q3, when Hickory Point Bank & Trust reported 874 shares, equal to 0.06% of portfolio, with an estimated market value of $99K.

What does the chart on this STZ ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly STZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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