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LRI Investments’s Constellation Brands STZ Stock Holding History

LRI Investments’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 		$47.7K Buy
343
+32
+10% +$4.76K ﹤0.01% 563
2026
Q1 		$46.6K Sell
311
-348
-53% -$53.8K ﹤0.01% 527
2025
Q4 		$90.9K Buy
659
+314
+91% +$43.1K 0.01% 435
2025
Q3 		$46.5K Sell
345
-456
-57% -$72.5K ﹤0.01% 573
2025
Q2 		$130K Buy
801
+485
+153% +$87K 0.01% 373
2025
Q1 		$58K Sell
316
-490
-61% -$89K 0.01% 516
2024
Q4 		$178K Buy
806
+173
+27% +$41.1K 0.02% 294
2024
Q3 		$153K Sell
633
-120
-16% -$29.7K 0.01% 328
2024
Q2 		$194K Buy
753
+616
+450% +$158K 0.02% 259
2024
Q1 		$37.2K Buy
+137
New +$34.7K 0.01% 299

Other funds holding STZ

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
CI
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AG
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

LRI Investments's STZ Position: Q2 2026 in Review

LRI Investments increased its Constellation Brands (STZ) stake by 10% in Q2 2026, buying an estimated $4.76K and bringing the position to 343 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

LRI Investments first reported a position in STZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $194K in Q2 2024. 413 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

  • LRI Investments held 343 shares of Constellation Brands worth $47.7K as of Q2 2026.
  • LRI Investments bought 32 Constellation Brands shares in Q2 2026, an estimated $4.76K.
  • Constellation Brands made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #563 holding.
  • LRI Investments first reported a position in Constellation Brands in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Constellation Brands position peaked at $194K in Q2 2024.
  • 413 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.