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Pinnacle Associates’s Constellation Brands STZ Stock Holding History

Pinnacle Associates’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
Q1 		$300K Buy
1,998
+418
+26% +$64.6K ﹤0.01% 803
2025
Q4 		$218K Sell
1,580
-1,980
-56% -$272K ﹤0.01% 880
2025
Q3 		$479K Sell
3,560
-988
-22% -$157K 0.01% 645
2025
Q2 		$740K Sell
4,548
-2,221
-33% -$398K 0.01% 563
2025
Q1 		$1.24M Sell
6,769
-17,300
-72% -$3.14M 0.02% 458
2024
Q4 		$5.32M Buy
24,069
+8,220
+52% +$1.95M 0.07% 232
2024
Q3 		$3.83M Sell
15,849
-8,641
-35% -$2.14M 0.07% 257
2024
Q2 		$6.3M Buy
24,490
+1,577
+7% +$406K 0.1% 211
2024
Q1 		$6.23M Buy
22,913
+7,064
+45% +$1.79M 0.1% 218
2023
Q4 		$3.83M Buy
15,849
+190
+1% +$45.2K 0.06% 260
2023
Q3 		$3.94M Sell
15,659
-10,841
-41% -$2.83M 0.07% 253
2023
Q2 		$6.52M Sell
26,500
-3,602
-12% -$843K 0.11% 198
2023
Q1 		$6.8M Buy
30,102
+635
+2% +$141K 0.14% 171
2022
Q4 		$6.83M Sell
29,467
-1,515
-5% -$363K 0.15% 166
2022
Q3 		$7.12M Sell
30,982
-1,595
-5% -$389K 0.16% 159
2022
Q2 		$7.59M Sell
32,577
-3,202
-9% -$779K 0.17% 153
2022
Q1 		$8.24M Sell
35,779
-36,980
-51% -$8.54M 0.15% 167
2021
Q4 		$18.3M Sell
72,759
-13,533
-16% -$3.08M 0.32% 93
2021
Q3 		$18.2M Buy
86,292
+11,877
+16% +$2.59M 0.34% 85
2021
Q2 		$17.4M Buy
74,415
+1,394
+2% +$327K 0.31% 93
2021
Q1 		$16.6M Sell
73,021
-3,844
-5% -$866K 0.32% 89
2020
Q4 		$16.8M Sell
76,865
-868
-1% -$171K 0.34% 79
2020
Q3 		$14.7M Buy
77,733
+947
+1% +$173K 0.35% 81
2020
Q2 		$13.4M Sell
76,786
-4,918
-6% -$819K 0.33% 86
2020
Q1 		$11.7M Sell
81,704
-3,117
-4% -$550K 0.36% 80
2019
Q4 		$16.1M Buy
84,821
+2,661
+3% +$503K 0.35% 82
2019
Q3 		$17M Buy
82,160
+18,665
+29% +$3.75M 0.4% 67
2019
Q2 		$12.5M Buy
63,495
+36,385
+134% +$7.1M 0.29% 91
2019
Q1 		$4.75M Buy
27,110
+6,566
+32% +$1.11M 0.11% 204
2018
Q4 		$3.3M Buy
+20,544
New +$4.08M 0.09% 236

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pinnacle Associates's STZ Position: Q1 2026 in Review

Pinnacle Associates increased its Constellation Brands (STZ) stake by 26% in Q1 2026, buying an estimated $64.6K and bringing the position to 1,998 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Pinnacle Associates first reported a position in STZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.3M in Q4 2021. 1,043 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Pinnacle Associates held 1,998 shares of Constellation Brands worth $300K as of Q1 2026.
  • Pinnacle Associates bought 418 Constellation Brands shares in Q1 2026, an estimated $64.6K.
  • Constellation Brands made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #803 holding.
  • Pinnacle Associates first reported a position in Constellation Brands in Q4 2018 and has held it in 30 quarters since.
  • Pinnacle Associates's Constellation Brands position peaked at $18.3M in Q4 2021.
  • 1,043 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.