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Constellation Brands (STZ): which funds own it

Consumer Staples →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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5 concentrated managers hold it (−3 vs last quarter) with a median weight of 1.9%.

Who owns Constellation Brands?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the Class A shares: Capital World Investors (13G filed May 14, 2026) and Vanguard Capital Management (13G filed Apr 29, 2026). RRA&Z Holdings LLC, Sands Richard and Sands Robert are listed on their Form 4 filings as owners of more than 10%. As of Jun 30, 2026, the largest holders of Class A reported on Form 13F were BlackRock (6.8% of Class A), Capital World Investors (6.6%) and Vanguard Capital Management (5.5%).

Which institutions hold the most Constellation Brands shares?

Per Form 13F filings as of Jun 30, 2026, as a share of Class A:

  1. 1. BlackRock: 6.8%
  2. 2. Capital World Investors: 6.6%
  3. 3. Vanguard Capital Management: 5.5%
  4. 4. Vanguard Portfolio Management: 4.6%
  5. 5. State Street: 4.0%
  6. 6. FMR: 2.7%
  7. 7. Grantham, Mayo, Van Otterloo: 2.3%
  8. 8. Geode Capital Management: 2.2%
  9. 9. Wellington Management Group LLP: 2.2%
  10. 10. Ameriprise Financial: 2.0%

How much of Constellation Brands do institutions own?

The 1,037 institutions that file 13F reported 84.4% of the Class A shares as of Jun 30, 2026.

Sources:13G by Capital World Investors (May 14, 2026) ↗13G by Vanguard Capital Management (Apr 29, 2026) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the Class A shares outstanding on the cover of the company's latest report before the quarter end (Jun 26, 2026). Entities of the same group file separately and are not added up. With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Constellation Brands revenue

Constellation Brands reported annual revenue of $9.14 billion for fiscal year 2026 (year ended February 28, 2026), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
5
All 13F: 1,038
Consensus
11/100
across 5 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$139.09
-7.3% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (8 → 5): 0 opened · 3 exited = −3

Net flow in the quarter: −$111M (−800 K shares) · bought $320K and sold $112MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

The set of concentrated managers changed between quarters: with the set as it was then, 9 held it last quarter (the chart point); with today's set, 8 (the base for the change).

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

Largest holders of STZ (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Aug 31, 2026 · balance sheet as of Aug 31, 2026.

Profitability
Operating margin
30.2%
Net margin
20.9%
ROE
22.4%
Growth
Revenue (TTM)
$9.2 bn
Revenue growth
-4.3%
Net income (TTM)
$1.9 bn
Balance sheet
Net debt / EBITDA
3.2x
Free cash flow (TTM)
$1.8 bn
Quality vs sector
—

This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
1.38
Interest coverage (operating income ÷ interest)
7.5 timesfiscal 2026
Debt due within 12 months
$1.2 bn12.38 times cash and investments
Debt maturities by year (note as of Aug 31, 2026)
  • Year 1$1.8 bn
  • Year 2$902M
  • Year 3$802M
  • Year 4$1.1 bn
  • Year 5$1.5 bn
  • Later$4.2 bn

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Jul 24, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • May 21, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Election of Morgan Flatley as New Independent Director»

  • Feb 12, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Constellation Brands Announces CEO Succession Plan»

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Consumer Staples stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Consumer Staples →

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