IFG Advisory’s Constellation Brands STZ Stock Holding History

IFG Advisory’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	$225K	Buy	1,992 +1,531	+332%	+$197K	0.01%	846
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IFG Advisory's STZ Position: Q3 2026 in Review

IFG Advisory increased its Constellation Brands (STZ) stake by 332% in Q3 2026, buying an estimated $197K and bringing the position to 1,992 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #846.

IFG Advisory first reported a position in STZ in Q4 2022 and has held it in 5 quarters since. The position peaked at $422K in Q3 2023. 521 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

IFG Advisory held 1,992 shares of Constellation Brands worth $225K as of Q3 2026.
IFG Advisory bought 1,531 Constellation Brands shares in Q3 2026, an estimated $197K.
Constellation Brands made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #846 holding.
IFG Advisory first reported a position in Constellation Brands in Q4 2022 and has held it in 5 quarters since.
IFG Advisory's Constellation Brands position peaked at $422K in Q3 2023.
521 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.