STZNYSEBeveragesFiscal year ends February 28
CONSTELLATION BRANDS, INC.
Financials through Q2 FY2027, quarter ended Aug 31, 2026Last filing: 10-Q on Oct 7, 2026
$131.07−0.28 (-0.21%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.8%
145M of 171M shares
Institutional holders
1,029
113 new, 113 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $1.02M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 13,400,000 | 7.60% | 13G (passive) amendment | Sep 30, 2025 |
| Capital World Investors | 12,494,131 | 7.20% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 10,760,437 | 5.90% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 10,490,856 | 6.05% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STZ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,539,924 | 6.76% | $1.61B | +420,325 | 0.02% |
| Capital World Investors | 11,208,782 | 6.56% | $1.56B | −997,711 | 0.18% |
| Vanguard Capital Management LLC | 9,337,443 | 5.47% | $1.30B | +261,427 | 0.03% |
| Vanguard Portfolio Management LLC | 7,835,510 | 4.59% | $1.09B | +320,308 | 0.05% |
| State Street Corp | 6,788,959 | 3.98% | $944.28M | −236,750 | 0.03% |
| FMR LLC | 4,600,566 | 2.69% | $639.89M | −525,977 | 0.03% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,998,425 | 2.34% | $556.14M | −27,355 | 1.25% |
| Geode Capital Management, LLC | 3,820,120 | 2.24% | $529.28M | +11,231 | 0.03% |
| Wellington Management Group Llp | 3,817,651 | 2.24% | $531.00M | −2,813,266 | 0.09% |
| Ameriprise Financial Inc | 3,460,678 | 2.03% | $481.14M | +52,747 | 0.10% |
| Harris Associates L P | 3,097,056 | 1.81% | $430.77M | −136,211 | 0.57% |
| Citadel Advisors LLC | 2,816,205 | 1.65% | $391.71M | −893,118 | 0.04% |
| Point72 Asset Management, L.P. | 2,463,367 | 1.44% | $342.63M | +571,482 | 0.38% |
| Charles Schwab Investment Management Inc | 2,412,424 | 1.41% | $335.55M | +179,829 | 0.04% |
| Morgan Stanley | 2,405,508 | 1.41% | $334.58M | −134,157 | 0.02% |
| Hotchkis & Wiley Capital Management LLC | 2,391,780 | 1.40% | $332.67M | +627,349 | 0.97% |
| Invesco Ltd. | 2,365,522 | 1.39% | $329.02M | +468,849 | 0.03% |
| Van Eck Associates Corp | 2,161,462 | 1.27% | $300.64M | −184,459 | 0.18% |
| Bnp Paribas Arbitrage, Snc | 2,070,486 | 1.21% | $287.98M | +1,731,117 | 0.10% |
| Jane Street Group, LLC | 1,879,479 | 1.10% | $261.42M | +1,872,039 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,029 | 145M | 84.8% | 113 / 297 | 451 / 113 | 19M | 17M |
| Q1 2026 | 1,048 | 143M | 84.0% | 140 / 391 | 342 / 113 | 40M | 25M |
| Q4 2025 | 1,042 | 146M | 85.6% | 148 / 314 | 437 / 128 | 18M | 15M |
| Q3 2025 | 1,044 | 143M | 83.9% | 122 / 312 | 469 / 194 | 14M | 19M |
| Q2 2025 | 1,131 | 149M | 87.1% | 125 / 375 | 479 / 159 | 17M | 15M |
| Q1 2025 | 1,177 | 147M | 86.2% | 121 / 381 | 540 / 268 | 28M | 27M |
| Q4 2024 | 1,340 | 147M | 85.9% | 185 / 422 | 540 / 150 | 19M | 20M |
| Q3 2024 | 1,325 | 149M | 87.0% | 97 / 500 | 528 / 98 | 19M | 9M |
| Q2 2024 | 1,341 | 149M | 87.2% | 124 / 534 | 469 / 85 | 9M | 20M |
| Q1 2024 | 1,321 | 161M | 94.3% | 138 / 493 | 478 / 97 | 23M | 10M |
| Q4 2023 | 1,299 | 148M | 86.8% | 148 / 498 | 459 / 87 | 19M | 13M |
| Q3 2023 | 1,255 | 143M | 83.7% | 117 / 462 | 481 / 74 | 10M | 10M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STZ | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 4,646,412 | 2.72% | $646.27M | 0.03% | Jun 30, 2026 |
| American Balanced Fund | 4,147,756 | 2.43% | $576.91M | 0.20% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 3,613,691 | 2.12% | $502.63M | 0.03% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 3,584,968 | 2.10% | $466.87M | 0.21% | Jul 31, 2026 |
| Vanguard Mid-Cap Index Fund | 3,171,023 | 1.86% | $441.06M | 0.20% | Jun 30, 2026 |
| New Perspective Fund | 2,084,138 | 1.22% | $289.88M | 0.17% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 2,060,314 | 1.21% | $268.31M | 0.40% | Jul 31, 2026 |
| VanEck Morningstar Wide Moat ETF | 1,935,821 | 1.13% | $269.25M | 2.32% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,918,235 | 1.12% | $266.81M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,797,243 | 1.05% | $249.49M | 0.03% | May 31, 2026 |
| Oakmark Fund | 1,490,000 | 0.87% | $207.24M | 0.86% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 1,433,591 | 0.84% | $199.40M | 0.30% | Jun 30, 2026 |
| Vanguard Windsor Fund | 1,411,201 | 0.83% | $183.78M | 0.73% | Jul 31, 2026 |
| Vanguard Value Index Fund | 1,391,587 | 0.81% | $193.56M | 0.08% | Jun 30, 2026 |
| Capital World Growth & Income Fund | 1,350,165 | 0.79% | $187.43M | 0.12% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Nicholas I. Fink | President & CEO, Director | 3,476 | 0.00% | Jul 14, 2026 |
| William A. Newlands | President & CEO, Director | 15,102 | 0.01% | Apr 9, 2026 |
| James O. Bourdeau | EVP and Senior Advisor | 9,109 | 0.01% | May 13, 2026 |
| Jeffrey H. LaBarge | EVP, CLO, & Secretary | 5,441 | 0.00% | May 5, 2026 |
| James A. Sabia Jr. | EVP & Pres. Beer | 26,517 | 0.02% | May 5, 2026 |
| Mallika Monteiro | EVP, MD, Beer Brands | 7,560 | 0.00% | May 5, 2026 |
| Garth Hankinson | EVP & CFO | 18,286 | 0.01% | May 5, 2026 |
| Michael McGrew | EVP, Chief Com, CSR, Incl Off | 4,834 | 0.00% | May 5, 2026 |
| Samuel J. Glaetzer | EVP & Pres. Wine and Spirits | 2,807 | 0.00% | May 5, 2026 |
| Paula Kristine Erickson | EVP & Chief HR Officer | 1,867 | 0.00% | May 5, 2026 |
| Kaneenat Kristann Carey | EVP & Chief HR Officer | 2,391 | 0.00% | Nov 15, 2024 |
| Luca Zaramella | Director | 2,171 | 0.00% | Jul 24, 2026 |
| Jennifer Daniels | Director | 4,505 | 0.00% | Jul 24, 2026 |
| Christopher J. Baldwin | Director | 3,857 | 0.00% | Jul 24, 2026 |
| Richard Sands | Director, 10% owner | 7,046,252 | 4.13% | Jul 24, 2026 |
| William T. Giles | Director | 3,080 | 0.00% | Jul 24, 2026 |
| Daniel J. McCarthy | Director | 4,849 | 0.00% | Jul 24, 2026 |
| Christy Clark | Director | 3,922 | 0.00% | Jul 24, 2026 |
| Edith Morgan Flatley | Director | 187 | 0.00% | Jul 24, 2026 |
| Ernesto M. Hernandez | Director | 3,681 | 0.00% | Jul 24, 2026 |
| Robert Sands | Director, 10% owner | 8,805,358 | 5.16% | Jul 24, 2026 |
| Garza Jose Manuel Madero | Director | 2,882 | 0.00% | Jul 24, 2026 |
| Sands Master Trust Robert | – | 28,779,929 | 16.85% | Jun 3, 2025 |
| Master LLC RSS | – | 431,729 | 0.25% | Jun 3, 2025 |
| Master LLC RES | – | 187,226 | 0.11% | Jun 3, 2025 |
| Holdings Master LLC WSP | 10% owner | – | – | Jun 3, 2025 |
| Holdings Trust WSP | 10% owner | 20,428,521 | 11.96% | Jun 3, 2025 |
| Sands Master Trust Richard | – | 188,015 | 0.11% | Jun 3, 2025 |
| Business Holdings LP SER | – | 1,736,884 | 1.02% | Nov 22, 2024 |
| Holdings LLC RRA&Z | 10% owner | 20,428,521 | 11.96% | Nov 22, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ernesto M. Hernandez Director | Jul 10, 2026 | Tax withholding | −15 | $134.06 | $2.01K | 3,681 |
| Ernesto M. Hernandez Director | Jul 10, 2026 | Option exercise | +1,114 | – | – | 3,696 |
| Edith Morgan Flatley Director | Jul 10, 2026 | Option exercise | +187 | – | – | 187 |
| Robert Sands Director, 10% owner | Jul 10, 2026 | Option exercise | +1,114 | – | – | 9,714 |
| Garza Jose Manuel Madero Director | Jul 10, 2026 | Tax withholding | −311 | $134.06 | $41.69K | 2,882 |
| Garza Jose Manuel Madero Director | Jul 10, 2026 | Option exercise | +1,114 | – | – | 3,193 |
| Christy Clark Director | Jul 10, 2026 | Option exercise | +1,114 | – | – | 3,922 |
| Jennifer Daniels Director | Jul 10, 2026 | Option exercise | +1,114 | – | – | 4,505 |
| Luca Zaramella Director | Jul 10, 2026 | Option exercise | +1,114 | – | – | 1,617 |
| Nicholas I. Fink President & CEO, Director | Jul 10, 2026 | Option exercise | +1,114 | – | – | 3,476 |
| William T. Giles Director | Jul 10, 2026 | Option exercise | +1,114 | – | – | 3,080 |
| Daniel J. McCarthy Director | Jul 10, 2026 | Option exercise | +1,114 | – | – | 4,849 |
| Christopher J. Baldwin Director | Jul 10, 2026 | Option exercise | +1,114 | – | – | 3,825 |
| Richard Sands Director, 10% owner | Jul 10, 2026 | Option exercise | +1,114 | – | – | 1,114 |
| James O. Bourdeau EVP and Senior Advisor | May 12, 2026 | Sale | −4,407 | $143.24 | $631.26K | 9,109 |
| Michael McGrew EVP, Chief Com, CSR, Incl Off | May 1, 2026 | Option exercise | +1,370 | – | – | 4,834 |
| Michael McGrew EVP, Chief Com, CSR, Incl Off | May 1, 2026 | Tax withholding | −527 | $152.82 | $80.54K | 4,307 |
| Michael McGrew EVP, Chief Com, CSR, Incl Off | May 1, 2026 | Option exercise | +757 | – | – | 3,464 |
| Mallika Monteiro EVP, MD, Beer Brands | May 1, 2026 | Option exercise | +990 | – | – | 7,559 |
| Mallika Monteiro EVP, MD, Beer Brands | May 1, 2026 | Option exercise | +1,947 | – | – | 9,506 |
| Mallika Monteiro EVP, MD, Beer Brands | May 1, 2026 | Tax withholding | −730 | $152.82 | $111.56K | 8,776 |
| Samuel J. Glaetzer EVP & Pres. Wine and Spirits | May 1, 2026 | Option exercise | +192 | – | – | 2,807 |
| Samuel J. Glaetzer EVP & Pres. Wine and Spirits | May 1, 2026 | Tax withholding | −921 | $152.82 | $140.75K | 4,506 |
| Samuel J. Glaetzer EVP & Pres. Wine and Spirits | May 1, 2026 | Option exercise | +2,620 | – | – | 5,427 |
| Jeffrey H. LaBarge EVP, CLO, & Secretary | May 1, 2026 | Tax withholding | −507 | $152.82 | $77.48K | 5,441 |
| Jeffrey H. LaBarge EVP, CLO, & Secretary | May 1, 2026 | Option exercise | +1,431 | – | – | 5,948 |
| Jeffrey H. LaBarge EVP, CLO, & Secretary | May 1, 2026 | Option exercise | +127 | – | – | 4,517 |
| James O. Bourdeau EVP and Senior Advisor | May 1, 2026 | Tax withholding | −2,108 | $152.82 | $322.14K | 13,516 |
| James O. Bourdeau EVP and Senior Advisor | May 1, 2026 | Option exercise | +4,074 | – | – | 15,624 |
| James O. Bourdeau EVP and Senior Advisor | May 1, 2026 | Option exercise | +1,899 | – | – | 11,550 |
| James A. Sabia Jr. EVP & Pres. Beer | May 1, 2026 | Option exercise | +4,113 | – | – | 23,275 |
| James A. Sabia Jr. EVP & Pres. Beer | May 1, 2026 | Tax withholding | −1,508 | $152.82 | $230.45K | 21,767 |
| James A. Sabia Jr. EVP & Pres. Beer | May 1, 2026 | Option exercise | +1,375 | – | – | 19,162 |
| Garth Hankinson EVP & CFO | May 1, 2026 | Tax withholding | −3,043 | $152.82 | $465.03K | 18,286 |
| Garth Hankinson EVP & CFO | May 1, 2026 | Option exercise | +5,249 | – | – | 21,329 |
| Garth Hankinson EVP & CFO | May 1, 2026 | Option exercise | +2,281 | – | – | 16,080 |
| Paula Kristine Erickson EVP & Chief HR Officer | May 1, 2026 | Option exercise | +1,800 | – | – | 1,867 |
| Paula Kristine Erickson EVP & Chief HR Officer | May 1, 2026 | Tax withholding | −506 | $152.82 | $77.33K | 1,361 |
| Ernesto M. Hernandez Director | Apr 27, 2026 | Sale | −2,000 | $153.92 | $307.84K | 2,582 |
| Samuel J. Glaetzer EVP & Pres. Wine and Spirits | Feb 17, 2026 | Sale | −555 | $153.78 | $85.35K | 2,615 |
| James O. Bourdeau EVP & Chief Legal Officer | Jul 21, 2025 | Sale | −821 | $169.00 | $138.75K | 9,438 |
| Richard Sands Director, 10% owner | Jul 10, 2025 | Option exercise | +503 | – | – | 503 |
| Ernesto M. Hernandez Director | Jul 10, 2025 | Option exercise | +503 | – | – | 4,603 |
| Ernesto M. Hernandez Director | Jul 10, 2025 | Tax withholding | −21 | $172.12 | $3.61K | 4,582 |
| Nicholas I. Fink Director | Jul 10, 2025 | Option exercise | +503 | – | – | 2,362 |
| Jennifer Daniels Director | Jul 10, 2025 | Option exercise | +503 | – | – | 3,391 |
| Daniel J. McCarthy Director | Jul 10, 2025 | Option exercise | +503 | – | – | 3,735 |
| Christy Clark Director | Jul 10, 2025 | Option exercise | +503 | – | – | 2,808 |
| Robert Sands Director, 10% owner | Jul 10, 2025 | Option exercise | +503 | – | – | 9,103 |
| William T. Giles Director | Jul 10, 2025 | Option exercise | +503 | – | – | 1,966 |
| Garza Jose Manuel Madero Director | Jul 10, 2025 | Tax withholding | −143 | $172.12 | $24.61K | 2,079 |
| Garza Jose Manuel Madero Director | Jul 10, 2025 | Option exercise | +503 | – | – | 2,222 |
| Christopher J. Baldwin Director | Jul 10, 2025 | Option exercise | +503 | – | – | 2,711 |
| Luca Zaramella Director | Jul 10, 2025 | Option exercise | +503 | – | – | 966 |
| Christopher J. Baldwin Director | Jul 8, 2025 | Buy | +1,000 | $169.62 | $169.62K | 2,208 |
| Christopher J. Baldwin Director | Jul 7, 2025 | Buy | +1,000 | $171.27 | $171.27K | 1,208 |
| Robert Sands Director, 10% owner | May 31, 2025 | Other | −20,428,521 | – | – | 0 |
| Richard Sands Director, 10% owner | May 31, 2025 | Other | −20,428,521 | – | – | 0 |
| Master LLC RSS – | May 31, 2025 | Other | −20,428,521 | – | – | 0 |
| Sands Master Trust Richard – | May 31, 2025 | Other | −20,428,521 | – | – | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Bourdeau James Officer | May 12, 2026 | 4,407 | $631.26K | May 12, 2026 | Restricted Stock |
| M. Hernandez Ernesto Director | Apr 27, 2026 | 2,000 | $307.83K | Apr 27, 2026 | Restricted Stock |
| Glaetzer Samuel Officer | Feb 17, 2026 | 555 | $85.35K | Feb 17, 2026 | Restricted stock vesting under a registered plan |
| Bourdeau James Officer | Jul 21, 2025 | 821 | $138.75K | Jul 21, 2025 | Restricted Stock |
| Glaetzer Samuel Officer | May 13, 2025 | 3,150 | $593.90K | May 13, 2025 | Restricted stock vesting under a registered plan |
| Business Holdings LP SER Member of Shareholder Group | Nov 20, 2024 | 660 | $159.06K | Nov 20, 2024 | Conversion of shares pursuant to registered reclassification |
| James A. Sabia Jr. Officer | Nov 14, 2024 | 36,086 | $8.77M | Nov 14, 2024 | RESTRICTED STOCK |
| William A. Newlands Officer | Nov 14, 2024 | 25,000 | $6.09M | Nov 14, 2024 | STOCK OPTION EXERCISE |
| James A. Sabia Jr. Officer | Nov 14, 2024 | 36,086 | $8.77M | Nov 14, 2024 | RESTRICTED STOCK |
| Business Holdings LP ZMSS Affiliate | Nov 13, 2024 | 59,637 | $14.34M | Nov 13, 2024 | Conversion of shares pursuant to registered reclassification |
| Kaneenat Kristann Carey Officer | Nov 12, 2024 | 330 | $78.87K | Nov 12, 2024 | PERFORMANCE SHARES |
| William A. Newlands Officer | Oct 29, 2024 | 7,426 | $1.76M | Oct 29, 2024 | RESTRICTED STOCK |
| Master LLC RSS Director | Oct 16, 2024 | 119,274 | $28.91M | Oct 16, 2024 | RESTRICTED STOCK VESTING |
| Samuel J. Glaetzer Officer | Oct 15, 2024 | 1,510 | $370.81K | Oct 14, 2024 | RESTRICTED STOCK |
| James O. Bourdeau Officer | Oct 4, 2024 | 22,170 | $5.76M | Oct 4, 2024 | STOCK OPTION EXERCISE |