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Constellation Brands

1,042 hedge funds and large institutions have $21.5B invested in Constellation Brands in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 390 increasing their positions, 339 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

28% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 108

15% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 339

7% more capital invested

Capital invested by funds: $20.2B → $21.5B (+$1.34B)

5% more call options, than puts

Call options by funds: $606M | Put options by funds: $579M

0% more funds holding

Funds holding: 1,0381,042 (+4)

1.09% less ownership

Funds ownership: 83.8%82.71% (-1.1%)

Holders
1,042
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
12.82%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.15%
New
138
Increased
390
Reduced
339
Closed
108
Calls
$606M
Puts
$579M
Net Calls
+$27.6M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
726
Banco Santander
Spain
$232K -$417K -2,700 -64%
PSB
727
Piscataqua Savings Bank
New Hampshire
$231K -$44.8K -290 -16%
KCPG
728
Kavar Capital Partners Group
Kansas
$231K
PGFC
729
Peapack-Gladstone Financial Corp
New Jersey
$231K -$171K -1,104 -42%
BMCM
730
Bryn Mawr Capital Management
Pennsylvania
$229K -$231K -1,498 -49%
SIG
731
Spinnaker Investment Group
California
$226K +$232K +1,504 New
FNT
732
First National Trust
Pennsylvania
$225K -$118K -761 -34%
IIM
733
Intact Investment Management
Quebec, Canada
$225K +$232K +1,500 New
TCA
734
Transcend Capital Advisors
New Jersey
$225K -$18.2K -118 -7%
KWM
735
Keebeck Wealth Management
Illinois
$224K -$40.9K -265 -15%
PFBT
736
Parkside Financial Bank & Trust
Missouri
$224K
NS
737
NBC Securities
Alabama
$223K -$21.5K -139 -9%
MA
738
MONECO Advisors
Connecticut
$223K -$1.54K -10 -0.7%
CAM
739
Claret Asset Management
Quebec, Canada
$222K +$154 +1 +0.1%
CRIG
740
Charter Research & Investment Group
Connecticut
$221K +$3.09K +20 +1%
MWM
741
Meridian Wealth Management
Kentucky
$215K +$222K +1,436 New
SIM
742
Studio Investment Management
Illinois
$215K +$221K +1,432 New
GS
743
GTS Securities
New York
$215K +$221K +1,431 New
OPA
744
Old Port Advisors
Maine
$213K +$219K +1,418 New
SFS
745
Sowell Financial Services
Arkansas
$212K +$219K +1,416 New
DIP
746
Davis Investment Partners
North Carolina
$210K +$216K +1,400 New
FCAS
747
First Command Advisory Services
Texas
$207K +$927 +6 +0.4%
PG
748
Patten Group
Tennessee
$204K +$210K +1,360 New
WETS
749
Wealth Enhancement Trust Services
South Dakota
$203K -$4.48K -29 -2%
LW
750
Livet Wealth
Utah
$203K +$209K +1,354 New

STZ Hedge Fund Activity: Q1 2026 in Review

1,042 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Constellation Brands (STZ) for Q1 2026, worth a combined $21.5B — up 6.6% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new STZ positions and 108 closed out — a net gain of 30 holders — while 390 added to existing stakes and 339 trimmed.

The largest buyer was Capital World Investors, adding an estimated $768M. The largest seller was Berkshire Hathaway, cutting an estimated $1.91B.

  • 1,042 institutional investors held Constellation Brands (STZ) as of Q1 2026, up from 1,038 in Q4 2025.
  • Funds reported $21.5B of Constellation Brands stock for Q1 2026, up 6.6% quarter-over-quarter.
  • 138 funds opened new Constellation Brands positions in Q1 2026 and 108 closed out, a net change of +30 holders.
  • The largest Constellation Brands buyer in Q1 2026 was Capital World Investors, an estimated $768M added.
  • The largest Constellation Brands seller in Q1 2026 was Berkshire Hathaway, an estimated $1.91B sold.

Based on aggregated 13F filings for Q1 2026.