Investors Research Corp’s Constellation Brands STZ Stock Holding History

Investors Research Corp’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 Q2	$14.5K	Sell	104 -20	-16%	-$2.97K	﹤0.01%	502
2026 Q1	$18.6K	Hold	124	–	–	﹤0.01%	488
2025 Q4	$17.1K	Hold	124	–	–	﹤0.01%	563
2025 Q3	$16.7K	Hold	124	–	–	﹤0.01%	584
2025 Q2	$20.2K	Hold	124	–	–	﹤0.01%	584
2025 Q1	$22.8K	Hold	124	–	–	﹤0.01%	565
2024 Q4	$27.4K	Hold	124	–	–	0.01%	548
2024 Q3	$32K	Hold	124	–	–	0.01%	540
2024 Q2	$31.9K	Hold	124	–	–	0.01%	560
2024 Q1	$33.7K	Hold	124	–	–	0.01%	548
2023 Q4	$30K	Hold	124	–	–	0.01%	576
2023 Q3	$31.2K	Hold	124	–	–	0.01%	579
2023 Q2	$30.5K	Hold	124	–	–	0.01%	591
2023 Q1	$28K	Hold	124	–	–	0.01%	609
2022 Q4	$28.7K	Buy	124 +50	+68%	+$12K	0.01%	605
2022 Q3	$17K	Hold	74	–	–	0.01%	679
2022 Q2	$17K	Hold	74	–	–	0.01%	683
2022 Q1	$17K	Buy	74 +14	+23%	+$3.23K	﹤0.01%	682
2021 Q4	$15K	Hold	60	–	–	﹤0.01%	710
2021 Q3	$13K	Hold	60	–	–	﹤0.01%	747
2021 Q2	$14K	Hold	60	–	–	﹤0.01%	731
2021 Q1	$14K	Hold	60	–	–	0.01%	735
2020 Q4	$13K	Hold	60	–	–	0.01%	816
2020 Q3	$11K	Hold	60	–	–	0.01%	814
2020 Q2	$10K	Hold	60	–	–	0.01%	808
2020 Q1	$9K	Hold	60	–	–	0.01%	803
2019 Q4	$11K	Hold	60	–	–	0.01%	835
2019 Q3	$12K	Buy	+60	New	+$12K	0.01%	815

Other funds holding STZ

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Investors Research Corp's STZ Position: Q2 2026 in Review

Investors Research Corp reduced its Constellation Brands (STZ) stake by 16% in Q2 2026, selling an estimated $2.97K and leaving 104 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Investors Research Corp first reported a position in STZ in Q3 2019 and has held it in 28 quarters since. The position peaked at $33.7K in Q1 2024. 194 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Investors Research Corp held 104 shares of Constellation Brands worth $14.5K as of Q2 2026.
Investors Research Corp sold 20 Constellation Brands shares in Q2 2026, an estimated $2.97K.
Constellation Brands made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #502 holding.
Investors Research Corp first reported a position in Constellation Brands in Q3 2019 and has held it in 28 quarters since.
Investors Research Corp's Constellation Brands position peaked at $33.7K in Q1 2024.
194 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.