IRON Financial’s Constellation Brands STZ Stock Holding History

IRON Financial’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	$701K	Buy	5,041 +330	+7%	+$49.1K	0.29%	67
2026 Q1	$707K	Buy	4,711 +2,621	+125%	+$405K	0.31%	62
2025 Q4	$288K	Sell	2,090 -18	-0.9%	-$2.47K	0.13%	95
2025 Q3	$284K	Sell	2,108 -2,563	-55%	-$408K	0.14%	90
2025 Q2	$760K	Sell	4,671 -11	-0.2%	-$1.97K	0.39%	47
2025 Q1	$859K	Buy	+4,682	New	+$851K	0.48%	38
2024 Q1	–	Sell	-1,751	Closed	-$423K	–	114
2023 Q4	$423K	Sell	1,751 -91	-5%	-$21.6K	0.24%	64
2023 Q3	$463K	Buy	+1,842	New	+$481K	0.27%	59

Other funds holding STZ

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

DIA

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

IRON Financial's STZ Position: Q2 2026 in Review

IRON Financial increased its Constellation Brands (STZ) stake by 7% in Q2 2026, buying an estimated $49.1K and bringing the position to 5,041 shares worth $701K. The position accounts for 0.29% of the portfolio, ranked #67.

IRON Financial first reported a position in STZ in Q3 2023 and has held it in 8 quarters since. The position peaked at $859K in Q1 2025. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

IRON Financial held 5,041 shares of Constellation Brands worth $701K as of Q2 2026.
IRON Financial bought 330 Constellation Brands shares in Q2 2026, an estimated $49.1K.
Constellation Brands made up 0.29% of IRON Financial's portfolio in Q2 2026, its #67 holding.
IRON Financial first reported a position in Constellation Brands in Q3 2023 and has held it in 8 quarters since.
IRON Financial's Constellation Brands position peaked at $859K in Q1 2025.
413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.