Constellation Brands, Inc.· STZ

🇺🇸 US · LargeSP500NYSE

Consumer Defensive Beverages - Alcoholic Website

Price: $118.97
Day: -2.84%
Mkt Cap: $20.32B
52W Range: $118.91 – $168.60
Volume: 6.63M
Beta: 0.40

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 1,090 institutions hold; 406 added, 461 reduced

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Constellation Brands, Inc.

STZ|Consumer Defensive|Beverages - Alcoholic

Current price: $119

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

0.2x

vs own 6-quarter average

Seller breadth · Q2 2026

2 sellers

vs 1.6 avg per quarter

Institutional net breadth · Q2 2026

-74

515 adding vs 589 reducing

Institutional ownership · Q2 2026

85.2%

1,090 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

11.5M

+4.6%

CAPITAL WORLD INVESTORS

11.2M

-7.5%

VANGUARD CAPITAL MANAGEMENT LLC

9.3M

+3.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.8M

+5.0%

STATE STREET CORP

6.8M

-2.7%

FMR LLC

4.6M

-9.6%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

129

270

129 buying270 unchanged97 selling

496 funds held STZ in Q2 2026, holding 84.3M shares between them, down 2.4% on the quarter.

Largest fund holders

SPDR SERIES TRUST565.7K sh

MADISON FUNDS32.1K sh

NATIONWIDE MUTUAL FUNDS7.0K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 16

SANDS ROBERT

$15.3M

Sale · Oct 16

Robert Sands Master Trust

$15.3M

Sale · Nov 13

ZMSS Business Holdings LP

$14.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore STZ on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

STZ Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+18

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for STZ

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

2 sales totaling $939.1K (6.4K shares)

Share volume is well below the historical pace (0.2x average), insiders are holding more

Buying seen in 2 of 15 quarters

Net insider flow has improved over recent quarters

0.2x

Selling pace

vs own 6-qtr average

Light

0.01%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 1.3 avg per quarter

Q3 2025

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, STZ

Top 8 highest-value insider trades from the last 8 quarters

SANDS ROBERT

10% Owner

Sell

62,923 shares at $242.53

≈12.5% of their stake at the time

Oct 16, 2024$15.26M

Robert Sands Master Trust

10% Owner

Sell

62,923 shares at $242.53

≈12.5% of their stake at the time

Oct 16, 2024$15.26M

ZMSS Business Holdings LP

Member of 10% Owner Group

Sell

59,637 shares at $240.38

≈1.8% of their stake at the time

Nov 13, 2024$14.34M

WildStar Partners LLC

10% Owner

Sell

59,637 shares at $240.38

≈1.8% of their stake at the time

Nov 13, 2024$14.34M

STERN ZACHARY M

Member of 10% Owner Group

Sell

59,637 shares at $240.38

≈1.8% of their stake at the time

Nov 13, 2024$14.34M

SANDS ROBERT

10% Owner

Sell

59,637 shares at $240.38

≈0.3% of their stake at the time

Nov 13, 2024$14.34M

SANDS RICHARD

10% Owner

Sell

59,637 shares at $240.38

≈0.3% of their stake at the time

Nov 13, 2024$14.34M

SANDS ROBERT

10% Owner

Sell

48,328 shares at $242.00

≈8.8% of their stake at the time

Oct 16, 2024$11.70M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for STZ

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

85.2% institutional ownership

Balanced activity: 515 adding vs 589 reducing

13F shares increased by 2.2%, a notable change

Momentum weakening from prior quarter

-74

Net breadth

515 adding vs 589 reducing

Balanced

0.87

Add / reduce ratio

in Q2 2026

-19

New − closed

109 initiated, 128 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+515 growing-589 shrinkingNet: -74

109

406

461

128

New (109)

Increased (406)

Reduced (461)

Closed (128)

Top Institutional Holders, STZ

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

11.5M

$1.6B

Ownership

6.70%

+4.6%

CAPITAL WORLD INVESTORS

11.2M

$1.6B

Ownership

6.51%

-7.5%

VANGUARD CAPITAL MANAGEMENT LLC

9.3M

$1.3B

Ownership

5.42%

+3.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.8M

$1.1B

Ownership

4.55%

+5.0%

STATE STREET CORP

6.8M

$944.3M

Ownership

3.94%

-2.7%

FMR LLC

4.6M

$639.9M

Ownership

2.67%

-9.6%

GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC

4.0M

$556.1M

Ownership

2.32%

+0.1%

GEODE CAPITAL MANAGEMENT, LLC

3.8M

$529.3M

Ownership

2.22%

+1.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 496 ETFs and mutual funds reporting

129 buying97 sellingNet: +32

129

270

Buying (129)

Unchanged (270)

Selling (97)

In total, funds bought 3.8M shares and sold 5.8M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

496 ETFs and mutual funds reporting

129 buying vs 97 selling (balanced)

Top Fund Holders, STZ

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

565.7K

Weight

2.80%

Jul 31, 2026No change

MADISON FUNDS

32.1K

Weight

0.66%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

7.0K

Weight

0.00%

Jul 31, 2026Decreased

DEUTSCHE DWS VARIABLE SERIES I

4.1K

Weight

0.74%

Jun 30, 2026Decreased

Goldman Sachs ETF Trust

4.0K

Weight

0.00%

Jun 30, 2026Decreased

Touchstone ETF Trust

3.9K

Weight

0.03%

Jun 30, 2026Increased

BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)

3.8K

Weight

0.20%

Jun 30, 2026No change

BlackRock ESG Capital Allocation Trust

2.8K

Weight

0.01%

Jun 30, 2026No change

Constellation Brands, Inc.· STZ

Holdings Analysis

Insider Trading Activity

1.3Transaction History58Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings177Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History58Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings177Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights