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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's STZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Constellation Brands (STZ) stake by 14% in Q1 2026, buying an estimated $4.48K and bringing the position to 236 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Pinnacle Wealth Planning Services first reported a position in STZ in Q4 2020 and has held it in 14 quarters since. The position peaked at $248K in Q1 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Pinnacle Wealth Planning Services held 236 shares of Constellation Brands worth $35.3K as of Q1 2026.
Pinnacle Wealth Planning Services bought 29 Constellation Brands shares in Q1 2026, an estimated $4.48K.
Constellation Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1388 holding.
Pinnacle Wealth Planning Services first reported a position in Constellation Brands in Q4 2020 and has held it in 14 quarters since.
Pinnacle Wealth Planning Services's Constellation Brands position peaked at $248K in Q1 2024.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.