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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Constellation Brands STZ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$2.8K Hold
20
– – ﹤0.01% 491
2026
Q1 		$3.15K Sell
20
-632
-97% -$97.6K ﹤0.01% 454
2025
Q4 		$90.1K Buy
652
+265
+68% +$36.4K 0.03% 240
2025
Q3 		$52.2K Buy
387
+342
+760% +$54.4K 0.02% 270
2025
Q2 		$7.46K Sell
45
-483
-91% -$86.6K ﹤0.01% 381
2025
Q1 		$97K Buy
528
+508
+2,540% +$92.3K 0.04% 205
2024
Q4 		$4.49K Hold
20
– – ﹤0.01% 402
2024
Q3 		$5.21K Hold
20
– – ﹤0.01% 318
2024
Q2 		$5.18K Hold
20
– – ﹤0.01% 302
2024
Q1 		$5.46K Hold
20
– – ﹤0.01% 299
2023
Q4 		$4.83K Buy
+20
New +$4.76K ﹤0.01% 277

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s STZ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Constellation Brands (STZ) position steady in Q2 2026 at 20 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in STZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $97K in Q1 2025. 571 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 20 shares of Constellation Brands worth $2.8K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Constellation Brands share count unchanged in Q2 2026.
  • Constellation Brands made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #491 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Constellation Brands in Q4 2023 and has held it in 11 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Constellation Brands position peaked at $97K in Q1 2025.
  • 571 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.