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Pine Valley Investments’s Constellation Brands STZ Stock Holding History

Pine Valley 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 		$592K Sell
4,255
-666
-14% -$99K 0.02% 373
2026
Q1 		$738K Sell
4,921
-294
-6% -$45.4K 0.03% 330
2025
Q4 		$720K Sell
5,215
-997
-16% -$137K 0.03% 316
2025
Q3 		$837K Sell
6,212
-1,803
-22% -$287K 0.04% 286
2025
Q2 		$1.3M Sell
8,015
-1,877
-19% -$337K 0.07% 238
2025
Q1 		$1.82M Sell
9,892
-1,405
-12% -$255K 0.11% 191
2024
Q4 		$2.5M Sell
11,297
-1,435
-11% -$341K 0.15% 152
2024
Q3 		$3.28M Sell
12,732
-18
-0.1% -$4.46K 0.2% 120
2024
Q2 		$3.28M Buy
12,750
+1,596
+14% +$410K 0.21% 108
2024
Q1 		$3.03M Buy
11,154
+75
+0.7% +$19K 0.2% 112
2023
Q4 		$2.68M Buy
11,079
+2,072
+23% +$493K 0.19% 122
2023
Q3 		$2.26M Buy
9,007
+1,238
+16% +$323K 0.21% 121
2023
Q2 		$1.91M Buy
7,769
+5,425
+231% +$1.27M 0.19% 125
2023
Q1 		$448K Buy
+2,344
New +$522K 0.07% 190

Other funds holding STZ

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Pine Valley Investments's STZ Position: Q2 2026 in Review

Pine Valley Investments reduced its Constellation Brands (STZ) stake by 14% in Q2 2026, selling an estimated $99K and leaving 4,255 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #373.

Pine Valley Investments first reported a position in STZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.28M in Q3 2024. 492 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Pine Valley Investments held 4,255 shares of Constellation Brands worth $592K as of Q2 2026.
  • Pine Valley Investments sold 666 Constellation Brands shares in Q2 2026, an estimated $99K.
  • Constellation Brands made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #373 holding.
  • Pine Valley Investments first reported a position in Constellation Brands in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Constellation Brands position peaked at $3.28M in Q3 2024.
  • 492 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.