PI
STZ icon

PFG Investments’s Constellation Brands STZ Stock Holding History

PFG Investments’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 		$432K Buy
3,109
+133
+4% +$19.8K 0.02% 745
2026
Q1 		$446K Buy
2,976
+171
+6% +$26.4K 0.02% 660
2025
Q4 		$387K Buy
2,805
+770
+38% +$106K 0.02% 677
2025
Q3 		$274K Buy
2,035
+311
+18% +$49.5K 0.01% 831
2025
Q2 		$280K Sell
1,724
-549
-24% -$98.5K 0.02% 763
2025
Q1 		$417K Buy
2,273
+1,103
+94% +$200K 0.03% 567
2024
Q4 		$259K Buy
1,170
+20
+2% +$4.75K 0.02% 782
2024
Q3 		$296K Buy
1,150
+42
+4% +$10.4K 0.02% 717
2024
Q2 		$285K Sell
1,108
-69
-6% -$17.7K 0.02% 673
2024
Q1 		$320K Buy
+1,177
New +$298K 0.02% 714

Other funds holding STZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PFG Investments's STZ Position: Q2 2026 in Review

PFG Investments increased its Constellation Brands (STZ) stake by 4.5% in Q2 2026, buying an estimated $19.8K and bringing the position to 3,109 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #745.

PFG Investments first reported a position in STZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $446K in Q1 2026. 1,027 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • PFG Investments held 3,109 shares of Constellation Brands worth $432K as of Q2 2026.
  • PFG Investments bought 133 Constellation Brands shares in Q2 2026, an estimated $19.8K.
  • Constellation Brands made up 0.02% of PFG Investments's portfolio in Q2 2026, its #745 holding.
  • PFG Investments first reported a position in Constellation Brands in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Constellation Brands position peaked at $446K in Q1 2026.
  • 1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.