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STZ Constellation Brands Inc.

Consumer Staples, filed as CONSTELLATION BRANDS INC (CL A), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 5

  • 2 Owners
  • #204
  • Max 0.8%
  • Master 0.03%
  • $10M
  • 1 add 1 reduce

In 2026 Q3 David Katz added to Constellation Brands, while Kentucky Trust trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.8% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Add 0.84%
  2. Kentucky Trust Co. Reduce 0.11%

Who owns STZ

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 0.84% Add +21.2% 90,009 $10M History
Kentucky Trust Co., Kentucky Trust 0.11%, was 0.13% Reduce −3.8% 1,915 $217K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by STZ's executives, directors and 10% owners in the last 12 months, from their Form 4s

All STZ insider trades
  • None no insider bought on the open market
  • $1M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. James O. Bourdeau EVP and Senior Advisor
    Sale
    $631K 4,407 shares at $143.24 33% of stake
    Traded May 12 Filed May 13
    ↗
  2. Ernesto M Hernandez Director
    Sale
    $308K 2,000 shares at $153.92 44% of stake
    Traded Apr 27 Filed Apr 28
    ↗
  3. Samuel J Glaetzer EVP & Pres. Wine and Spirits
    Sale
    $85K 555 shares at $153.78 18% of stake
    Traded Feb 17 Filed Feb 17
    ↗

Also filed in the last 12 months, not counted as buying or selling: 27 option exercises and 10 share withholdings for taxes.

Congress

8 members of Congress traded STZ in the last three years: 6 buys and 8 sales. 5 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Jul 17 filed Sep 4
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K May 15 filed Jun 8
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Dec 19, 2025 filed Jan 12
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Nov 18, 2025 filed Dec 15, 2025
  6. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Sep 11, 2025 filed Oct 22, 2025

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
424B2 Filing Doc
8-K 8.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $9.45B $9.96B $10.21B $9.14B
Gross profit $4.77B $5.02B $5.31B $4.71B
Gross margin * 50.5% 50.4% 52.1% 51.6%
Net income -$0.071B $1.73B -$0.081B $1.69B
Net margin * -0.8% 17.3% -0.8% 18.5%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.5B $3.73B $3.72B $2.91B
Total non-current assets * $21.17B $21.96B $17.94B $18.99B
Total assets $24.66B $25.69B $21.65B $21.9B
Total current liabilities $2.97B $3.14B $4.04B $2.69B
Total non-current liabilities * $12.96B $12.49B $10.48B $10.82B
Total equity $8.41B $9.74B $6.88B $8.08B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $2.76B $2.78B $3.15B $2.67B
Cash from investing -$0.999B -$1.29B -$0.975B $0.016B
Cash from financing -$1.82B -$1.47B -$2.26B -$2.66B
Net change in cash -$65.9M $18.9M -$84.3M $34.3M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.