STZ β€” CONSTELLATION BRANDS INC

Ownership history in Pacer Advisors, Inc.  Β·  38 quarters on record

AI Ownership Summary

Pacer Advisors, Inc. reported CONSTELLATION BRANDS INC (STZ) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.33% in 2025 Q2. The latest visible filing shows STZ at 0.32% 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 Pacer Advisors, Inc.'s position in CONSTELLATION BRANDS INC, 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
2025 Q3

STZ was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 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 2025 Q3

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 Pacer Advisors, Inc. held STZ β€” position size vs. price
% of Fund (quarterly)    STZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 938,469 +121,450 +14.9% 0.32% $126.4M 2025-10-15 $136.92
2025 Q2 ADDED 817,019 +809,104 +10222.4% 0.33% $132.9M 2025-08-12 $167.57
2025 Q1 REDUCED 7,915 -11,915 -60.1% 0.00% $1.5M 2025-05-06 $183.34
2024 Q4 REDUCED 19,830 -9,052 -31.3% 0.01% $4.4M 2025-01-22 $173.40
2024 Q3 ADDED 28,882 +6,938 +31.6% 0.02% $7.4M 2024-11-12 $230.89
2024 Q2 REDUCED 21,944 -104 -0.5% 0.01% $5.6M 2024-08-13 $230.69
2024 Q1 REDUCED 22,048 -797 -3.5% 0.01% $6.0M 2024-05-10 $251.68
2023 Q4 ADDED 22,845 +7,358 +47.5% 0.02% $5.5M 2024-01-16 $243.52
30 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding STZ

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.4%

FAQ About Pacer Advisors, Inc. and STZ

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

How long has Pacer Advisors, Inc. reported owning STZ?

Pacer Advisors, Inc. reported STZ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported STZ position in Pacer Advisors, Inc.'s portfolio?

The largest reported portfolio weight for STZ was 0.33% in 2025 Q2.

What is the latest reported STZ position on this page?

The most recent filing on this page is 2025 Q3, when Pacer Advisors, Inc. reported 938,469 shares, equal to 0.32% of portfolio, with an estimated market value of $126.4M.

What does the chart on this STZ ownership page compare?

The chart compares Pacer Advisors, Inc.'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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