Ables Iannone Moore & Associates
STZ icon

Ables Iannone Moore & Associates’s Constellation Brands STZ Stock Holding History

Ables Iannone Moore & Associates’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
Q3 		$1.91M Buy
16,904
+8,667
+105% +$1.12M 0.99% 20
2026
Q2 		$1.15M Sell
8,237
-116
-1% -$17.2K 0.61% 31
2026
Q1 		$1.25M Sell
8,353
-3,705
-31% -$572K 0.75% 30
2025
Q4 		$1.66M Sell
12,058
-550
-4% -$75.5K 0.91% 22
2025
Q3 		$1.7M Buy
12,608
+389
+3% +$61.9K 0.98% 21
2025
Q2 		$1.99M Buy
12,219
+2,171
+22% +$389K 1.24% 20
2025
Q1 		$1.84M Buy
10,048
+1,322
+15% +$240K 1.26% 20
2024
Q4 		$1.93M Buy
8,726
+718
+9% +$171K 1.19% 18
2024
Q3 		$2.06M Hold
8,008
– – 1.33% 18
2024
Q2 		$2.06M Sell
8,008
-40
-0.5% -$10.3K 1.36% 17
2024
Q1 		$2.19M Sell
8,048
-40
-0.5% -$10.1K 1.56% 17
2023
Q4 		$1.96M Buy
+8,088
New +$1.92M 1.49% 17

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Ables Iannone Moore & Associates's STZ Position: Q3 2026 in Review

Ables Iannone Moore & Associates increased its Constellation Brands (STZ) stake by 105% in Q3 2026, buying an estimated $1.12M and bringing the position to 16,904 shares worth $1.91M. The position accounts for 0.99% of the portfolio, ranked #20.

Ables Iannone Moore & Associates first reported a position in STZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.19M in Q1 2024. 190 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • Ables Iannone Moore & Associates held 16,904 shares of Constellation Brands worth $1.91M as of Q3 2026.
  • Ables Iannone Moore & Associates bought 8,667 Constellation Brands shares in Q3 2026, an estimated $1.12M.
  • Constellation Brands made up 0.99% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #20 holding.
  • Ables Iannone Moore & Associates first reported a position in Constellation Brands in Q4 2023 and has held it in 12 quarters since.
  • Ables Iannone Moore & Associates's Constellation Brands position peaked at $2.19M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.