Horizon Investments, LLC

Position in STZ — Constellation Brands, Inc.

CIK 1560717 Charlotte, NC

Position in STZ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,571,995

+$32,395 QoQ

Shares Held

11,302

+10.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#356

of 1,026 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Horizon Investments, LLC holds $2,697,453 across 5 Beverages - Brewers names. STZ ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc. This page	11,302	$1,571,995
2	BUD	Anheuser-Busch InBev SA/NV	9,662	$796,148
3	TAP	Molson Coors Beverage Co	6,937	$270,265
4	SAM	Boston Beer Co Inc	331	$58,596
5	ABEV	Ambev S.A.	143	$449

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,571,995	11,302	+10.1%	Shares	Sole	2026-08-13
2026-03-31	$1,539,600	10,264	+9.2%	Shares	Sole	2026-05-15
2025-12-31	$1,297,099	9,402	+31.3%	Shares	Sole	2026-02-02
2025-09-30	$964,102	7,159	+33.0%	Shares	Sole	2025-11-14
2025-06-30	$875,706	5,383	+97.7%	Shares	Sole	2025-08-14
2025-03-31	$499,724	2,723	+3.9%	Shares	Sole	2025-05-13
2024-12-31	$579,020	2,620	+2.1%	Shares	Sole	2025-02-10
2024-09-30	$661,232	2,566	+15.6%	Shares	Sole	2024-11-13
2024-06-30	$570,904	2,219	-5.7%	Shares	Sole	2024-08-09
2024-03-31	$639,723	2,354	+7.5%	Shares	Sole	2024-05-15
2023-12-31	$529,432	2,190	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$573,283	2,281	+6.2%	Shares	Sole	2023-11-14
2023-06-30	$528,687	2,148	+9.9%	Shares	Sole	2023-08-14
2023-03-31	$441,614	1,955	+9.5%	Shares	Sole	2023-05-15
2022-12-31	$413,905	1,786	+1.2%	Shares	Sole	2023-02-14
2022-09-30	$405,155	1,764	+29.5%	Shares	Sole	2022-11-14
2022-06-30	$317,427	1,362	-6.9%	Shares	Sole	2022-08-12
2022-03-31	$336,958	1,463	+19.3%	Shares	Sole	2022-05-16
2021-12-31	$307,689	1,226	+9.0%	Shares	Sole	2022-02-15
2021-09-30	$237,026	1,125	+4.5%	Shares	Sole	2021-11-15
2021-06-30	$251,899	1,077	-79.7%	Shares	Sole	2021-08-13
2021-03-31	$1,209,996	5,307	+0.9%	Shares	Sole	2021-05-14
2020-12-31	$1,152,641	5,262	+296.8%	Shares	Sole	2021-02-16
2020-09-30	$251,290	1,326	-47.1%	Shares	Sole	2020-11-16
2020-06-30	$438,774	2,508	+63.0%	Shares	Sole	2020-08-13
2020-03-31	$220,631	1,539	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.