Pinnacle Associates’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-1,650
| Closed | -$229K | – | 1007 |
|
|
2026
Q2 | $229K | Sell |
1,650
-348
| -17% | -$51.7K | ﹤0.01% | 890 |
|
|
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
Pinnacle Associates's STZ Position: Q3 2026 in Review
Pinnacle Associates sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 1,650 shares — an estimated $229K sold.
Pinnacle Associates first reported a position in STZ in Q4 2018 and held it in 31 quarters. The position peaked at $18.3M in Q4 2021. 332 funds tracked by Wall St. Rank hold STZ as of Q3 2026.
- Pinnacle Associates reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
- Pinnacle Associates sold 1,650 Constellation Brands shares in Q3 2026, an estimated $229K.
- Pinnacle Associates first reported a position in Constellation Brands in Q4 2018 and held it in 31 quarters.
- Pinnacle Associates's Constellation Brands position peaked at $18.3M in Q4 2021.
- 332 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.
Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.