Constellation Brands Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

WBAG:STZ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
17 Jan 25	Buy€181,115	William Giles	Individual	1,000	€181.12
20 Nov 24	Sell€151,266	Wildstar Partners, LLC	Company	660	€229.19
14 Nov 24	Sell€1,501,151	James Sabia	Individual	6,536	€229.67
13 Nov 24	Sell€13,555,689	Wildstar Partners, LLC	Company	59,637	€227.30
13 Nov 24	Sell€13,555,689	Wildstar Partners, LLC	Company	59,637	€227.30
13 Nov 24	Sell€74,579	K. Carey	Individual	330	€226.00
29 Oct 24	Sell€1,631,046	William Newlands	Individual	7,426	€219.64
16 Oct 24	Sell€26,578,833	Robert Sands	Individual	119,274	€223.78
14 Oct 24	Sell€88,000	Samuel Glaetzer	Individual	391	€225.06
26 Jul 24	Sell€107,654	Daniel McCarthy	Individual	463	€232.51
03 May 24	Sell€309,042	Michael McGrew	Individual	1,303	€237.18
19 Apr 24	Sell€990,389	William Newlands	Individual	4,013	€246.80
12 Apr 24	Sell€1,901,162	James Sabia	Individual	7,671	€247.84

Insider Trading Volume

Insider Buying: STZ insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of STZ?
Owner Type	Number of Shares	Ownership Percentage
State or Government	179,217	0.0992%
Individual Insiders	4,225,157	2.34%
Public Companies	5,624,324	3.11%
General Public	9,932,179	5.5%
Private Companies	12,019,844	6.65%
Institutions	148,723,834	82.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 62.57% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.38%	Capital Research and Management Company	16,949,577	€2.8b	-25.5%	0.13%
8.6%	The Vanguard Group, Inc.	15,534,787	€2.6b	13.3%	0.04%
6.14%	BlackRock, Inc.	11,089,879	€1.8b	-0.23%	0.03%
3.96%	State Street Global Advisors, Inc.	7,163,079	€1.2b	0.26%	0.04%
3.34%	RSS Business Holdings LP	6,040,686	€996.1m	0%	no data
3.11%	Berkshire Hathaway Inc.	5,624,324	€927.5m	0%	no data
2.8%	RES Business Holdings LP	5,066,666	€835.5m	0%	no data
2.79%	Wildstar Partners, LLC	5,042,962	€831.6m	-1.18%	no data
2.48%	Morgan Stanley Investment Management Inc.	4,481,884	€739.1m	7.05%	0.53%
1.86%	Abigail Bennett	3,365,715	€555.0m	-1.1%	no data
1.77%	Geode Capital Management, LLC	3,204,003	€528.3m	2.02%	0.04%
1.64%	Aristotle Capital Management, LLC	2,971,554	€490.0m	-3.71%	0.91%
1.55%	T. Rowe Price Group, Inc.	2,803,151	€462.2m	5.49%	0.04%
1.36%	Grantham Mayo Van Otterloo & Co. LLC	2,454,258	€404.7m	42.9%	0.96%
1.26%	AllianceBernstein L.P.	2,269,160	€374.2m	-13.4%	0.11%
1.2%	Mitsubishi UFJ Asset Management Co., Ltd.	2,176,095	€358.8m	13.2%	0.18%
1.19%	Morgan Stanley, Investment Banking and Brokerage Investments	2,150,727	€354.7m	-24.3%	0.04%
1.18%	JP Morgan Asset Management	2,133,317	€351.8m	-6.22%	0.04%
1.12%	Norges Bank Investment Management	2,017,572	€332.7m	5.92%	0.03%
1.09%	Wellington Management Group LLP	1,966,271	€324.2m	-24.5%	0.05%
1.04%	UBS Asset Management AG	1,886,214	€311.0m	-1.97%	0.03%
0.99%	Charles Schwab Investment Management, Inc.	1,782,964	€294.0m	2.22%	0.05%
0.97%	Janus Henderson Group plc	1,750,111	€288.6m	-5.56%	0.11%
0.9%	Dimensional Fund Advisors LP	1,617,641	€266.8m	21.3%	0.04%
0.85%	D1 Capital Partners L.P.	1,527,689	€251.9m	187%	3.78%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/21 05:01
End of Day Share Price	2025/02/21 00:00
Earnings	2024/11/30
Annual Earnings	2024/02/29

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Constellation Brands, Inc. is covered by 48 analysts. 23 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
John Staszak	Argus Research Company
Edward Lewis	Atlantic Equities LLP
Michael Branca	Barclays