IFG Advisory’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$64.1K Buy
+461
New +$68.5K ﹤0.01% 1243
2023
Q4
Sell
-1,678
Closed -$422K 595
2023
Q3
$422K Buy
+1,678
New +$438K 0.04% 379
2023
Q2
Sell
-1,760
Closed -$398K 471
2023
Q1
$398K Buy
1,760
+347
+25% +$77.2K 0.04% 361
2022
Q4
$327K Buy
+1,413
New +$338K 0.03% 381

Other funds holding STZ

IFG Advisory's STZ Position: Q2 2026 in Review

IFG Advisory opened a new position in Constellation Brands (STZ) in Q2 2026: 461 shares worth $64.1K. The stake represents ﹤0.01% of the portfolio and ranks #1243 among its holdings. This is a return to the name: IFG Advisory previously reported a position in STZ as recently as Q3 2023.

IFG Advisory first reported a position in STZ in Q4 2022 and has held it in 4 quarters since. The position peaked at $422K in Q3 2023. 1,030 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • IFG Advisory held 461 shares of Constellation Brands worth $64.1K as of Q2 2026.
  • Constellation Brands was a new IFG Advisory position in Q2 2026.
  • Constellation Brands made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1243 holding.
  • IFG Advisory first reported a position in Constellation Brands in Q4 2022 and has held it in 4 quarters since.
  • IFG Advisory's Constellation Brands position peaked at $422K in Q3 2023.
  • 1,030 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.