STZ CONSTELLATION BRANDS CL A

Ownership history in Grove Bank & Trust  ·  39 quarters on record

AI Ownership Summary

Grove Bank & Trust reported CONSTELLATION BRANDS CL A (STZ) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q2. The latest visible filing shows STZ at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in CONSTELLATION BRANDS CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STZ was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held STZ — position size vs. price
% of Fund (quarterly)    STZ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,743 +569 +17.9% 0.06% $561K 2026-04-08 $150.26
2025 Q4 REDUCED 3,174 -586 -15.6% 0.05% $438K 2026-01-08 $147.00
2025 Q3 ADDED 3,760 +266 +7.6% 0.06% $506K 2025-10-06 $136.74
2025 Q2 ADDED 3,494 +125 +3.7% 0.07% $568K 2025-07-11 $168.76
2025 Q1 ADDED 3,369 +752 +28.7% 0.08% $618K 2025-04-17 $181.91
2024 Q4 REDUCED 2,617 -221 -7.8% 0.08% $578K 2025-01-16 $178.84
2024 Q3 ADDED 2,838 +24 +0.9% 0.11% $731K 2024-10-11 $232.59
2024 Q2 ADDED 2,814 +358 +14.6% 0.12% $724K 2024-07-24 $237.20
2024 Q1 ADDED 2,456 +2,145 +689.7% 0.11% $667K 2024-04-30 $242.56
2023 Q4 UNCHANGED 311 0% 0.01% $75K 2024-01-30 $236.89
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Grove Bank & Trust and STZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning STZ?

Grove Bank & Trust reported STZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STZ position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for STZ was 0.12% in 2024 Q2.

What is the latest reported STZ position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 3,743 shares, equal to 0.06% of portfolio, with an estimated market value of $561K.

What does the chart on this STZ ownership page compare?

The chart compares Grove Bank & Trust's quarterly STZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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