STZ
Constellation Brands, Inc. · Consumer Defensive · Beverages - Alcoholic
Momentum inputs (comparable managers):
holder breadth +13.6% ·
share flow -5.5% ·
net new positions +8.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | +4 | 115.37M | $16.05B | +10 | −7 |
| Q1 2026 | 162 | -6 | 117.69M | $17.65B | +3 | −10 |
| Q4 2025 | 167 | 0 | 129.88M | $17.92B | +2 | −1 |
| Q3 2025 | 25 | +3 | 81.62M | $10.99B | +3 | −1 |
| Q2 2025 | 20 | -3 | 80.77M | $13.14B | — | −3 |
| Q1 2025 | 20 | +2 | 45.69M | $8.38B | +2 | — |
| Q4 2024 | 18 | +1 | 33.09M | $7.31B | +2 | −1 |
| Q3 2024 | 16 | -1 | 19.69M | $5.07B | — | −1 |
| Q2 2024 | 17 | — | 20.61M | $5.30B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 18.20M | +3.2% | $2.45B | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | Berkshire Hathaway ✦ | 13.40M | 0.0% | $1.80B | 0.7% | Held | 4 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 10.62M | -2.0% | $1.43B | 0.0% | ▼ Trim | 2 | SEC ↗ ×22 |
| 4 | Capital World Investors ✦ | 6.68M | -43.3% | $900.28M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 6.58M | -4.2% | $886.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 5.28M | -4.2% | $710.96M | 0.1% | ▼ Trim | 6 | SEC ↗ ×6 |
| 7 | Fidelity (FMR) ✦ | 4.10M | -26.8% | $552.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | Geode Capital Management ✦ (passive) | 3.69M | -1.4% | $494.19M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 3.62M | — | $486.85M | 0.0% | n/c | 1 | SEC ↗ ×38 |
| 10 | Morgan Stanley ✦ | 2.76M | — | $371.76M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 11 | Harris Associates (Oakmark) ✦ | 2.05M | +16.9% | $275.98M | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Arrowstreet Capital ✦ | 1.07M | +0.4% | $143.84M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Marshall Wace ✦ | 1.03M | +1511.2% | $138.66M | 0.2% | ▲ Add | 6 | SEC ↗ ×4 |
| 14 | Goldman Sachs Group ✦ | 677.84K | — | $91.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | Citadel Advisors ✦ | 486.32K | New | $65.49M | 0.1% | New | 1 | SEC ↗ ×2 |
| 16 | Millennium Management ✦ | 404.95K | -8.0% | $54.53M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 218.72K | New | $29.45M | 0.1% | New | 1 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 212.72K | -8.4% | $28.65M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 19 | AQR Capital Management ✦ | 147.67K | +4.4% | $19.89M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 20 | Adage Capital Partners ✦ | 129.97K | -7.3% | $17.50M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 108.95K | +106.7% | $14.67M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 88.72K | +296.0% | $11.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 43.64K | New | $5.88M | 0.0% | New | 1 | SEC ↗ |
| 24 | Bridgewater Associates ✦ | 19.29K | +134.2% | $2.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | GAMCO Investors ✦ | 3.00K | 0.0% | $404,010 | 0.0% | Held | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $65.49M | 0.1% |
| Point72 Asset Management | $29.45M | 0.1% |
| D. E. Shaw & Co. | $5.88M | 0.0% |
Exited
| Norges Bank | $239.74M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,032 holders, 141.57M shares, $20.48B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.