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 Q3	$9.5K	Sell	84 -20	-19%	-$2.58K	﹤0.01%	539
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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Investors Research Corp's STZ Position: Q3 2026 in Review

Investors Research Corp reduced its Constellation Brands (STZ) stake by 19% in Q3 2026, selling an estimated $2.58K and leaving 84 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Investors Research Corp first reported a position in STZ in Q3 2019 and has held it in 29 quarters since. The position peaked at $33.7K in Q1 2024. 38 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

Investors Research Corp held 84 shares of Constellation Brands worth $9.5K as of Q3 2026.
Investors Research Corp sold 20 Constellation Brands shares in Q3 2026, an estimated $2.58K.
Constellation Brands made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #539 holding.
Investors Research Corp first reported a position in Constellation Brands in Q3 2019 and has held it in 29 quarters since.
Investors Research Corp's Constellation Brands position peaked at $33.7K in Q1 2024.
38 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.