LRI Investments, LLC

Position in STZ — Constellation Brands, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in STZ

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$47,707

+$1,057 QoQ

Shares Held

343

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#789

of 1,023 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

LRI Investments, LLC holds $103,145 across 6 Beverages - Brewers names. STZ ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc. This page	343	$47,707
2	TAP	Molson Coors Beverage Co	519	$20,219
3	SAM	Boston Beer Co Inc	100	$17,703
4	BUD	Anheuser-Busch InBev SA/NV	155	$12,772
5	FMX	Mexican Economic Development Inc	33	$4,220
6	ABEV	Ambev S.A.	167	$524

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,707	343	+10.3%	Shares	Sole	2026-07-14
2026-03-31	$46,650	311	-52.8%	Shares	Sole	2026-04-30
2025-12-31	$90,915	659	+91.0%	Shares	Sole	2026-02-04
2025-09-30	$46,461	345	-56.9%	Shares	Sole	2025-11-03
2025-06-30	$130,306	801	+153.5%	Shares	Sole	2025-07-25
2025-03-31	$57,992	316	-60.8%	Shares	Sole	2025-05-01
2024-12-31	$178,126	806	+27.3%	Shares	Sole	2025-02-14
2024-09-30	$163,117	633	-15.9%	Shares	Sole	2024-11-15
2024-06-30	$193,731	753	+449.6%	Shares	Sole	2024-07-24
2024-03-31	$37,230	137	—	Shares	Sole	2024-05-21
No filing history on record for this holder in this stock.