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Pinnacle Wealth Management Advisory Group’s Constellation Brands STZ Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2025
Q1 		– Sell
-1,162
Closed -$257K – 377
2024
Q4 		$257K Sell
1,162
-70
-6% -$16.6K 0.02% 306
2024
Q3 		$317K Sell
1,232
-9
-0.7% -$2.23K 0.03% 266
2024
Q2 		$319K Buy
1,241
+31
+3% +$7.97K 0.03% 258
2024
Q1 		$329K Buy
1,210
+16
+1% +$4.05K 0.04% 244
2023
Q4 		$289K Sell
1,194
-95
-7% -$22.6K 0.03% 257
2023
Q3 		$324K Buy
1,289
+17
+1% +$4.44K 0.04% 223
2023
Q2 		$313K Buy
1,272
+241
+23% +$56.4K 0.04% 232
2023
Q1 		$233K Buy
1,031
+66
+7% +$14.7K 0.03% 273
2022
Q4 		$224K Sell
965
-726
-43% -$174K 0.03% 268
2022
Q3 		$388K Sell
1,691
-252
-13% -$61.4K 0.06% 184
2022
Q2 		$453K Buy
1,943
+18
+0.9% +$4.38K 0.07% 178
2022
Q1 		$443K Sell
1,925
-1,350
-41% -$312K 0.06% 196
2021
Q4 		$822K Buy
3,275
+1
+0% +$228 0.13% 138
2021
Q3 		$690K Buy
3,274
+100
+3% +$21.8K 0.16% 122
2021
Q2 		$742K Buy
+3,174
New +$745K 0.17% 122

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's STZ Position: Q1 2025 in Review

Pinnacle Wealth Management Advisory Group sold out of Constellation Brands (STZ) in Q1 2025, closing a stake of 1,162 shares — an estimated $257K sold.

Pinnacle Wealth Management Advisory Group first reported a position in STZ in Q2 2021 and held it in 15 quarters. The position peaked at $822K in Q4 2021. 1,175 funds tracked by Wall St. Rank hold STZ as of Q1 2025.

  • Pinnacle Wealth Management Advisory Group reported no remaining Constellation Brands position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 1,162 Constellation Brands shares in Q1 2025, an estimated $257K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Constellation Brands in Q2 2021 and held it in 15 quarters.
  • Pinnacle Wealth Management Advisory Group's Constellation Brands position peaked at $822K in Q4 2021.
  • 1,175 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2025.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2025, filed 7 May 2025.