As of the latest SEC filings, CONSTELLATION BRANDS, INC. (STZ) is held by 664 institutional funds. The largest fund shareholder is American Balanced Fund (CLBAX), holding an estimated $757,659,450.00 in market value, representing 0.29% of its portfolio.
Funds holding CONSTELLATION BRANDS, INC. (STZ)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- STZ
- CIK:
- 0000016918
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.29% | $757,659,450.00 | 5,051,063 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $661,135,650.00 | 4,407,571 | Mar 31, 2026 | May 28, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.26% | $561,334,289.44 | 3,584,968 | Apr 30, 2026 | Jun 26, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.04% | $535,212,600.00 | 3,568,084 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.23% | $449,333,700.00 | 2,995,558 | Mar 31, 2026 | May 28, 2026 |
|
VEIPX
VANGUARD EQUITY INCOME FUND
|
MF | Vanguard | 0.70% | $440,088,600.00 | 2,933,924 | Mar 31, 2026 | May 28, 2026 |
|
VWNAX
VANGUARD WINDSOR II FUND
|
MF | Vanguard | 0.52% | $336,597,677.30 | 2,149,685 | Apr 30, 2026 | Jun 26, 2026 |
|
MOAT
VanEck Morningstar Wide Moat ETF
|
ETF | Independent / Boutique | 2.74% | $318,305,100.00 | 2,122,034 | Mar 31, 2026 | May 28, 2026 |
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.20% | $312,620,700.00 | 2,084,138 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $283,209,995.88 | 1,794,058 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.04% | $270,958,050.00 | 1,806,387 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.04% | $247,165,500.00 | 1,647,770 | Mar 31, 2026 | May 28, 2026 |
|
OANMX
Oakmark Fund
|
MF | Independent / Boutique | 1.00% | $243,600,000.00 | 1,624,000 | Mar 31, 2026 | May 28, 2026 |
|
VWNEX
VANGUARD WINDSOR FUND
|
MF | Vanguard | 0.92% | $223,324,417.12 | 1,426,264 | Apr 30, 2026 | Jun 26, 2026 |
|
XLP
State Street(R) Consumer Staples Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 1.42% | $220,455,000.00 | 1,469,700 | Mar 31, 2026 | May 28, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.14% | $213,137,046.90 | 1,350,165 | Feb 28, 2026 | Apr 27, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.09% | $192,475,800.00 | 1,283,172 | Mar 31, 2026 | May 28, 2026 |
|
GQLIX
GMO Quality Fund
|
MF | Independent / Boutique | 1.57% | $190,416,257.10 | 1,206,235 | Feb 28, 2026 | Apr 29, 2026 |
|
VWIAX
VANGUARD WELLESLEY INCOME FUND
|
MF | Vanguard | 0.40% | $190,223,400.00 | 1,268,156 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.20% | $176,144,514.42 | 1,124,949 | Apr 30, 2026 | Jun 29, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.07% | $154,732,635.54 | 980,189 | Feb 28, 2026 | Apr 24, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.39% | $135,252,150.00 | 901,681 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.10% | $123,468,497.14 | 788,533 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.04% | $118,840,800.00 | 792,272 | Mar 31, 2026 | May 28, 2026 |
|
COWZ
Pacer US Cash Cows 100 ETF
|
ETF | Pacer | 0.63% | $113,906,626.28 | 727,466 | Apr 30, 2026 | Jun 29, 2026 |
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