IRON Financial
STZ icon

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
Q3 		– Sell
-5,041
Closed -$701K – 170
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IRON Financial's STZ Position: Q3 2026 in Review

IRON Financial sold out of Constellation Brands (STZ) in Q3 2026, closing a stake of 5,041 shares — an estimated $701K sold.

IRON Financial first reported a position in STZ in Q3 2023 and held it in 8 quarters. The position peaked at $859K in Q1 2025. 537 funds tracked by Wall St. Rank hold STZ as of Q3 2026.

  • IRON Financial reported no remaining Constellation Brands position as of Q3 2026 after selling out during the quarter.
  • IRON Financial sold 5,041 Constellation Brands shares in Q3 2026, an estimated $701K.
  • IRON Financial first reported a position in Constellation Brands in Q3 2023 and held it in 8 quarters.
  • IRON Financial's Constellation Brands position peaked at $859K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.