Stock profile

CONSTELLATION BRANDS, INC. (STZ)

STZ · Latest close $122.64 as of Oct 9, 2026 · 13F data as of Jun 30, 2026 (2026 Q2)
Latest close
$122.64
As of Oct 9, 2026
Tracked funds holding
4 of 85
2026 Q2 13F filings
Opened / added
0 / 2
vs previous quarter
Trimmed / exited
5
vs previous quarter

Super-investor holdings · 2026 Q2

FundPortfolio weightSharesChange vs prev. quarter
Hillman Capital Management1.58%15,651TRIMMED (-16.7%)
Matrix Asset Advisors0.84%74,277ADDED (+60.5%)
Oakmark Funds0.57%3,097,056TRIMMED (-4.2%)
Pzena Investment Management0.24%599,314ADDED (+0.6%)

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").

Exited this quarter: Maverick Capital, Southeastern Asset Management, Berkshire Hathaway.

All institutions · Form 13F

Institutions holding1,029 of 8,857 filers
Long-only filers among them1,026
Change vs 2026 Q1-1 net · 917 entered · 918 exited
Shares reported, all filers142,617,463
Reported value, all filers$20.3B

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Company fundamentals

ExchangeNYSE
IndustryBeverages (SIC 2080)
Revenue · FY2026$9.1B
Net income · FY2026$1.7B
Total assets · FY2026$21.9B

Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026.

Short interest

Shares short · Sep 15, 20268,516,727
Days to cover3.44

Shares short at recent settlements — Jun 30, 2026: 7.6M · Jul 15, 2026: 8.3M · Jul 31, 2026: 9.2M · Aug 14, 2026: 7.4M · Aug 31, 2026: 8.2M · Sep 15, 2026: 8.5M.

Source: FINRA Equity Short Interest (biweekly settlement data).

Insider trading · Form 4

Data unavailable — no Form 4 transactions for this ticker were parsed in the 90 days to Oct 11, 2026.

Politician trading · U.S. Congress

0 members of Congress reported buying (0 purchases vs 2 sales).

Source: U.S. House Clerk and U.S. Senate eFD STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade.

Screens & lenses

This stock does not currently pass any tracked screen.

Signal record

13F signal (2021 Q3 – 2026 Q1)EventsWin rateAvg returnSPYExcess
Heavy accumulation — 3+ tracked funds increased together333.3%+0.4%+1.7%-1.3%

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.

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