STZ at a glance
Constellation Brands (STZ, SEC CIK 16918) filed its latest 10-K annual report on April 22, 2026, a 10-Q quarterly report on July 1, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as July 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended February 28, 2026 (FY2026), Constellation Brands (STZ) reported revenue of $9.1 billion (down 10.5% from FY2025) and net income of $1.7 billion.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding Constellation Brands (STZ) shares worth $8.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $9.1B
- −10.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 43 funds
- $8.6B · +2 vs prior quarter
- Latest 8-K
- Sep 18, 2026
- Item 2.03 · Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 31, 2026
Management Discussion & Analysis
- Revenue $2,432.7M, down 3% YoY from $2,515.0M
- Gross margin 54.3% vs 50.4% YoY; SG&A rate 18.8% vs 19.9%
- Best segment Beer: revenue $2,283.5M, up 2%; operating income $891.4M, up 2%
- Worst segment Wine and Spirits: revenue $149.2M, down 47%; operating loss $1.1M vs $6.0M
- Tariffs, subdued consumer demand, inflation, and economic uncertainty expected to pressure Fiscal 2027 results
AI summary of the STZ 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.03: Creation of a Direct Financial Obligation
- Credit Agreement entered into on the effective date, creating a direct financial obligation
- Agreement referenced for terms, including borrowing amount, interest rate, maturity, and purpose
Item 1.01: Entry into a Material Definitive Agreement
- $300 million delayed-draw term loan facility, available in up to two draws through June 18, 2027
- Intended uses include general corporate purposes and debt repayment, providing liquidity flexibility
Item 7.01: Regulation FD Disclosure
- Full redemption announced for all outstanding 4.350% Senior Notes due 2027
- Funding sources: commercial paper borrowings and/or cash on hand
Item EX-99.1: Item EX-99.1
- Full redemption of $600.0 million 4.350% senior notes due 2027 scheduled for September 18, 2026
- Cash redemption price determined under the supplemental indenture formula
AI summaries of STZ 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for STZ
Don't miss the next STZ filing
- Alerts as it files. A push when STZ files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut STZ, by share count.
- Ask anything. An AI agent that reads every STZ filing and answers with sources.
STZ alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Daniels Jennifer | A | Jul 22, 2026 | 1,400 | - |
| Baldwin Christopher J | A | Jul 22, 2026 | 1,400 | - |
| Clark Christy | A | Jul 22, 2026 | 1,400 | - |
| Hernandez Ernesto M | A | Jul 22, 2026 | 1,400 | - |
| SANDS RICHARD | A | Jul 22, 2026 | 1,400 | - |
| GILES WILLIAM T | A | Jul 22, 2026 | 1,400 | - |
| Flatley Edith Morgan | A | Jul 22, 2026 | 1,400 | - |
| Madero Garza Jose Manuel | A | Jul 22, 2026 | 1,400 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $10.2B | $9.1B |
| Gross Profit | - | $5.3B | $4.7B |
| Operating Income | $3.2B | $354.9M | $2.7B |
| Net Income | $1.7B | -$81.4M | $1.7B |
| Gross Margin | - | 52.1% | 51.6% |
| Op. Margin | - | 3.5% | 29.8% |
| Net Margin | - | -0.8% | 18.5% |
| Balance Sheet | |||
| Total Assets | - | $21.7B | $21.9B |
| Equity | - | $6.9B | $8.1B |
| ROE | - | -1.2% | 20.9% |
| Cash Flow | |||
| Operating CF | $2.8B | $3.2B | $2.7B |
| CapEx | $1.3B | $1.2B | $875.0M |
Source: XBRL data in Constellation Brands (STZ)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate STZ share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $8.58B |
| Q1 2026 | 41 | $9.39B |
| Q4 2025 | 40 | $10.10B |
| Q3 2025 | 41 | $10.20B |
| Q2 2025 | 41 | $11.94B |
| Q1 2025 | 39 | $11.18B |
| Q4 2024 | 41 | $9.14B |
| Q3 2024 | 38 | $4.61B |
- Millennium Management+733.4K (+301%)
- Invesco Ltd+468.8K (+25%)
- BlackRock+420.3K (+4%)
- Vanguard Portfolio Management LLC+320.3K (+4%)
- Vanguard Capital Management LLC+261.4K (+3%)
- Citadel Advisors LLC−893.1K (-24%)
- FMR LLC (Fidelity)−526.0K (-10%)
- Bank of America Corp−311.4K (-22%)
- Dimensional Fund Advisors−274.4K (-15%)
- State Street Corp−236.8K (-3%)
- Berkshire Hathaway Inc−632.9K
- NICOLET BANKSHARES INC−1.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 324 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
STZ filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 24, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
Related Consumer Staples companies
STZ SEC filings: frequently asked questions
Which institutions hold STZ stock?
As of June 30, 2026, the largest Constellation Brands (STZ) holders among the 13F filers tracked by SignalX were BlackRock ($1.6 billion), Vanguard Capital Management LLC ($1.3 billion), Vanguard Portfolio Management LLC ($1.1 billion), State Street Corp ($944.3 million), FMR LLC (Fidelity) ($639.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was STZ's revenue in fiscal year 2026?
For the fiscal year ended February 28, 2026 (FY2026), Constellation Brands (STZ) reported revenue of $9.1 billion (down 10.5% from FY2025) and net income of $1.7 billion. The figures come from the XBRL data in the 10-K.
What did STZ report in its latest 8-K?
Constellation Brands (STZ) filed an 8-K on September 18, 2026 reporting Item 2.03 (Creation of a Direct Financial Obligation) and Item 1.01 (Entry into a Material Definitive Agreement). Credit Agreement entered into on the effective date, creating a direct financial obligation.
What are the latest STZ SEC filings?
Constellation Brands (STZ) filed its latest 10-K annual report on April 22, 2026, a 10-Q quarterly report on July 1, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on July 24, 2026.
What is STZ's SEC CIK number?
Constellation Brands (STZ)'s SEC Central Index Key (CIK) is 16918. EDGAR lists every STZ filing under that number.
Ask anything about STZ
The research agent reads STZ's filings, financials, insider trades and 13F holders, then answers with sources.