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Pinnacle Wealth Planning Services’s Constellation Brands STZ Stock Holding History

Pinnacle Wealth Planning Services’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 		$31.8K Sell
229
-7
-3% -$1.04K ﹤0.01% 1558
2026
Q1 		$35.3K Buy
236
+29
+14% +$4.48K ﹤0.01% 1388
2025
Q4 		$28.5K Buy
+207
New +$28.4K ﹤0.01% 1543
2024
Q4 		– Sell
-912
Closed -$235K – 544
2024
Q3 		$235K Buy
912
+1
+0.1% +$248 0.03% 398
2024
Q2 		$234K Hold
911
– – 0.03% 365
2024
Q1 		$248K Hold
911
– – 0.04% 358
2023
Q4 		$220K Hold
911
– – 0.03% 367
2023
Q3 		$229K Sell
911
-8
-0.9% -$2.09K 0.04% 324
2023
Q2 		$226K Hold
919
– – 0.04% 341
2023
Q1 		$208K Sell
919
-8
-0.9% -$1.78K 0.03% 389
2022
Q4 		$215K Sell
927
-12
-1% -$2.87K 0.04% 346
2022
Q3 		$216K Sell
939
-1
-0.1% -$244 0.04% 310
2022
Q2 		$219K Buy
+940
New +$229K 0.04% 320
2022
Q1 		– Sell
-860
Closed -$216K – 476
2021
Q4 		$216K Buy
+860
New +$196K 0.04% 347
2021
Q1 		– Sell
-514
Closed -$112K – 1740
2020
Q4 		$112K Buy
+514
New +$101K 0.03% 427

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

Pinnacle Wealth Planning Services's STZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Constellation Brands (STZ) stake by 3% in Q2 2026, selling an estimated $1.04K and leaving 229 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Pinnacle Wealth Planning Services first reported a position in STZ in Q4 2020 and has held it in 15 quarters since. The position peaked at $248K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 229 shares of Constellation Brands worth $31.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 7 Constellation Brands shares in Q2 2026, an estimated $1.04K.
  • Constellation Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1558 holding.
  • Pinnacle Wealth Planning Services first reported a position in Constellation Brands in Q4 2020 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's Constellation Brands position peaked at $248K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.