Pinnacle Wealth Planning Services, Inc.

Position in STZ — Constellation Brands, Inc.

CIK 1726752 MANSFIELD, OH

Position in STZ

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$31,851

-$3,549 QoQ

Shares Held

229

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#816

of 1,023 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $460,152 across 5 Beverages - Brewers names. STZ ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BUD	Anheuser-Busch InBev SA/NV	3,263	$268,871
2	FMX	Mexican Economic Development Inc	1,226	$156,805
3	STZ	Constellation Brands, Inc. This page	229	$31,851
4	TAP	Molson Coors Beverage Co	51	$2,448
5	SAM	Boston Beer Co Inc	1	$177

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,851	229	-3.0%	Shares	Sole	2026-08-07
2026-03-31	$35,400	236	+14.0%	Shares	Sole	2026-05-11
2025-12-31	$28,557	207	-77.3%	Shares	Sole	2026-02-13
2024-09-30	$235,013	912	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$234,382	911	0.0%	Shares	Sole	2024-08-09
2024-03-31	$247,573	911	0.0%	Shares	Sole	2024-05-10
2023-12-31	$220,234	911	0.0%	Shares	Sole	2024-02-08
2023-09-30	$228,961	911	-0.9%	Shares	Sole	2023-11-08
2023-06-30	$226,193	919	0.0%	Shares	Sole	2023-08-07
2023-03-31	$207,592	919	-0.9%	Shares	Sole	2023-05-03
2022-12-31	$214,832	927	-1.3%	Shares	Sole	2023-02-13
2022-09-30	$215,669	939	-0.1%	Shares	Sole	2022-11-09
2022-06-30	$219,076	940	+9.3%	Shares	Sole	2022-08-03
2021-12-31	$215,834	860	+67.3%	Shares	Sole	2022-01-21
2020-12-31	$112,591	514	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.