STZ Constellation Brands, Inc. Common Stock

$135.36
मूल्य · अग 25, 2026
मौलिकता इस प्रकार है जुल 1, 2026

Constellation Brands, Inc. Common Stock के बारे में विकिपीडिया से कंपनी का अवलोकन

Constellation Brands, Inc. is an American producer and marketer of beer, wine, and spirits. A Fortune 500 company, Constellation is the largest beer import company in the US, measured by sales, and has the third-largest market share of all major beer suppliers. It also has sizable investments in medical and recreational cannabis through its association with Canopy Growth. Based in Rochester, New York, Constellation has about 40 facilities and approximately 9,000 employees.

और पढ़ें

Constellation Brands, Inc. is an American producer and marketer of beer, wine, and spirits. A Fortune 500 company, Constellation is the largest beer import company in the US, measured by sales, and has the third-largest market share (7.4 percent) of all major beer suppliers. It also has sizable investments in medical and recreational cannabis through its association with Canopy Growth. Based in Rochester, New York, Constellation has about 40 facilities and approximately 9,000 employees.

The company has more than 27 brands in its portfolio. Wine brands include Robert Mondavi, Kim Crawford, Ruffino, and The Prisoner Wine Company. Constellation's beer portfolio includes imported brands such as rights in the United States to Corona, Modelo Especial, Negra Modelo, and Pacífico. Spirits brands include Casa Noble Tequila, High West Whiskey, and Nelson's Green Brier Tennessee Whiskey.

Breweries

Constellation Brands has two breweries in Mexico that produce Corona and Modelo beer for the US market. Those locations are in Nava, Coahuila, and Ciudad Obregón, Sonora.

A third Brewery in Mexicali Baja California was never finished due to environmental issues. Instead, Constellation is building its third brewery in Veracruz, Mexico.

History

Early days

The company was established in 1945 by Marvin Sands in the Finger Lakes region of New York as Canandaigua Industries, selling bulk wine to bottlers in the eastern United States. In its first year, the company sold approximately 200,000 gallons of wine and had gross sales of $150,000. The company was incorporated as Canandaigua Wine Company, Inc. in 1972 and went public in 1973. Marvin's son Richard Sands became president in 1993 and CEO in 1996. In 1999, Marvin Sands died following a brief illness.

In 1987, the company purchased the Manischewitz winery in Canandaigua, New York, and continues to license the Manischewitz name from R.A.B. Foods.

Expansion

In 2000, the company changed its name to Constellation Brands, Inc. to reflect the scope of the company and its range of brands. In 2007, Rob Sands was named president and CEO. During the 2000s, there were multiple acquisitions, with some divestments later in the decade. Acquisitions included Ravenswood Winery for $148 million in 2001; BRL Hardy (Australia) and Nobilo (New Zealand) in 2003; Robert Mondavi Corp. for $1 billion in 2004; Vincor International, Canada's largest wine company, for $1.44 billion in 2006; Spirits Marque One (owner of Svedka Vodka) in 2007; and Beam Wines Estates, the wine operations of Fortune Brands (which included several major brands such as Clos du Bois) for $885 million in 2008. The company later moved to a more premium wine portfolio, divesting Almaden Vineyards, Inglenook Winery, and the Paul Masson winery in Madera, California, in 2008, and its value spirits portfolio to the Sazerac Company in 2009. They sold 30 low-cost wine labels in January 2021 to E. & J. Gallo for $810 million including Clos du Bois.

In 2013, Constellation acquired Grupo Modelo's US beer business from Anheuser-Busch InBev, who were required to divest the business as a part of an anti-trust settlement permitting Anheuser-Busch InBev to acquire Grupo Modelo. Constellation had formerly imported Corona and other Modelo brands to the United States. The transaction included full ownership of Crown Imports LLC, which provided Constellation with complete, independent control of all aspects of the US commercial business; a brewery in Mexico; an exclusive perpetual brand license in the US to import, market and sell Corona and the Modelo brands and the freedom to develop brand extensions and innovations for the US market. It now manufactures these products in Mexico for the US market, with Grupo Modelo serving all other countries. In 2014, Constellation finalized a joint venture with Owens-Illinois and completed the acquisition of Anheuser-Busch InBev's glass production plant, located adjacent to the company's brewery in Nava, Mexico.

In December 2015, Constellation announced the $1 billion acquisition of Ballast Point Brewing of San Diego. In October 2016, Constellation announced the $160 million acquisition of High West Distillery of Park City, Utah. In August 2017, Constellation announced the acquisition of Funky Buddha Brewery of Oakland Park, Florida.

In April 2018, Accolade Wines (acquired under the name BRL Hardy) was sold to private equity firm The Carlyle Group. Constellation had already in 2011 reduced its holdings in Accolade to 20%. In February 2019, Constellation announced it had acquired a minority stake in Black Button Distilling, a craft spirits distillery in Rochester, NY. In April 2019, Constellation announced a deal to sell wine brands, including Clos du Bois and Mark West, to E. & J. Gallo Winery for $1.7 billion. In July 2019, Constellation announced it had acquired a minority stake in Montanya Distillers, a craft-rum distillery in Crested Butte, Colorado and a majority stake in Nelson's Green Brier Distillery, a revival of the original Green Brier Tennessee Whiskey and Belle Meade Bourbon labels in Nashville, TN. In December 2019, the sale of Ballast Point Brewing to Kings & Convicts Brewery of Illinois was announced. Terms were not disclosed. In July 2020, Constellation Brands acquired Empathy Wines, co-founded by entrepreneur Gary Vaynerchuk. On September 15, 2020, it was announced Constellation Brands acquired craft spirits producer Copper & Kings American Brandy. In February 2022, Constellation was reported to have approached Monster Beverage to enter into a merger with a combined valuation above $90 billion.

In 2023, Constellation Brands sold Funky Buddha back to its founders.

On June 24, 2024, Constellation Brands re-located its headquarters to a 170,000 square foot campus on the site of the historic Aqueduct Building in Downtown Rochester, the first Fortune 500 company to operate in the city in two decades.

Cannabis

In 2017, the company began investing in medical marijuana. In March 2019, Bill Newlands became CEO. In October 2017, Constellation agreed to pay about C$245 million ($191 million) for a 9.9% stake in Canopy Growth Corporation, a Canadian seller of medicinal-marijuana products. At the time of the agreement, Constellation became the first Fortune 500 company and the first major alcoholic beverage maker to take a minority stake in a marijuana business. In August 2018, the company announced that it would invest an additional US$4 billion in Canopy Growth Corporation in advance of the legalization of recreational cannabis in Canada in October that year. The investment will increase its share in the Canadian Company to 38%. Canopy Growth president Bruce Linton said the additional funds would be used for international expansion and that future marketing plans included products such as cannabis-infused beverages and sleep aids. Since 2023, Constellation started stepping back from the cannabis-infused drinks market. The company reduced its stake in Canopy Growth Corporation and signalled that it could withdraw completely.

Controversies

In 1991, the company reached a consent agreement with the Federal Trade Commission to change the packaging and marketing of Cisco wine after the FTC alleged that Cisco's marketing was deceptively similar to wine coolers despite Cisco having a much higher alcohol content.

In 2010, a French court in Carcassonne, France, convicted 12 wine traders and producers, including Constellation, for selling fake pinot noir wine to US buyers in a scheme that lasted from January 2006 to March 2008. Constellation later faced and settled a class action lawsuit because it "should have known" that the wine was fake.

In 2018 Constellation Brands was involved in a water rights dispute over a proposed manufacturing facility in the city of Mexicali, Baja California, Mexico. The water was from the Colorado River, which not only supplies the water for Mexicali and the agricultural valley but is also piped to the mountain and coastal cities of Tijuana, Tecate, Rosarito and some areas of Ensenada.

In 2021, AB InBev sued Constellation Brands after the company launched two new Modelo-branded beers on the US market, arguing that the first beer illegally used the term "tequila" to describe the barrels where the beer was aged, and that the second beer was inappropriately using the term "bourbon" to describe the barrels where the beer was aged because bourbon has nothing to do with Mexico.

स्रोत: विकिपीडिया (अंग्रेज़ी), CC BY-SA 4.0 · विकिपीडिया पर देखें ↗

Wikidata ↗

STZ स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा

मूल्य
$135.36
मार्केट कैप
P/E (TTM)
EPS (TTM)
राजस्व (TTM)
$9.14B
लाभांश प्रतिफल
ROE
22.5%
D/E ऋण/इक्विटी
1.3
52W रेंज
$126 – $169

STZ स्टॉक मूल्य चार्ट तकनीकी संकेतकों के साथ दैनिक OHLCV — पैन, ज़ूम और अपना दृश्य कस्टमाइज़ करें

10-वर्षीय प्रदर्शन राजस्व, शुद्ध आय, मार्जिन और ईपीएस रुझान

राजस्व और शुद्ध आय $9.14B
9-point trend, +20.6%
2018-02-28 2026-02-28
EPS
फ्री कैश फ्लो $1.79B
9-point trend, +105.3%
2018-02-28 2026-02-28
मार्जिन 18.5%
9-point trend, +12.5%
2018-02-28 2026-02-28

मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?

मेट्रिक
5Y रुझान
STZ
सहकर्मी माध्यिका

लाभप्रदता सकल, परिचालन और शुद्ध मार्जिन; ROE, ROA, ROIC

मेट्रिक
5Y रुझान
STZ
सहकर्मी माध्यिका
Gross Margin (सकल मार्जिन)
5-point trend, -3.4%
51.5%
52.1%
Operating Margin (परिचालन मार्जिन)
5-point trend, +12.7%
29.8%
Net Profit Margin (शुद्ध लाभ मार्जिन)
5-point trend, +4113.0%
18.5%
-3.3%
ROA
5-point trend, +5266.7%
7.8%
-1.1%
ROE
5-point trend, +7143.8%
22.5%
-1.8%
ROIC
5-point trend, +35833.3%
10.8%

वित्तीय स्वास्थ्य ऋण, तरलता, शोधन क्षमता — बैलेंस शीट की मजबूती

मेट्रिक
5Y रुझान
STZ
सहकर्मी माध्यिका
Debt / Equity (ऋण / इक्विटी)
5-point trend, +47.3%
1.3
26.5
Current Ratio (वर्तमान अनुपात)
5-point trend, -12.4%
1.1
3.1
Quick Ratio (त्वरित अनुपात)
5-point trend, -30.5%
0.3

विकास राजस्व, EPS और शुद्ध आय वृद्धि: YoY, 3Y CAGR, 5Y CAGR

मेट्रिक
5Y रुझान
STZ
सहकर्मी माध्यिका
Revenue YoY (राजस्व YoY)
5-point trend, +3.6%
-10.5%
Revenue CAGR 3Y (राजस्व CAGR 3Y)
5-point trend, +3.6%
-1.1%
Revenue CAGR 5Y (राजस्व CAGR 5Y)
5-point trend, +3.6%
1.2%

प्रति शेयर मेट्रिक्स EPS, प्रति शेयर बुक वैल्यू, प्रति शेयर नकदी प्रवाह, प्रति शेयर लाभांश

मेट्रिक
5Y रुझान
STZ
सहकर्मी माध्यिका

पूंजी दक्षता एसेट टर्नओवर, इन्वेंटरी टर्नओवर, प्राप्य टर्नओवर

मेट्रिक
5Y रुझान
STZ
सहकर्मी माध्यिका
Payout Ratio (भुगतान अनुपात)
5-point trend, +103.0%
42.4%

लाभांश यील्ड, भुगतान अनुपात, लाभांश इतिहास, 5Y CAGR

लाभांश यील्ड
भुगतान अनुपात
42.4%
5Y लाभांश CAGR
एक्स-डेटराशि
30 जुलाई 2026$1.0300
29 अप्रैल 2026$1.0300
29 जनवरी 2026$1.0200
30 अक्टूबर 2025$1.0200
30 जुलाई 2025$1.0200
29 अप्रैल 2025$1.0200
7 फ़रवरी 2025$1.0100
5 नवमबर 2024$1.0100
14 अगस्त 2024$1.0100
2 मई 2024$1.0100
7 फ़रवरी 2024$0.8900
2 नवमबर 2023$0.8900
9 अगस्त 2023$0.8900
3 मई 2023$0.8900
7 फ़रवरी 2023$0.8000
3 नवमबर 2022$0.8000
9 अगस्त 2022$0.8000
4 मई 2022$0.8000
8 फ़रवरी 2022$0.7600
4 नवमबर 2021$0.7600

STZ विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड

खरीदें 29 विश्लेषक
  • मजबूत खरीद 3 10.3%
  • खरीदें 15 51.7%
  • होल्ड 9 31.0%
  • बेचें 2 6.9%
  • मजबूत बिक्री 0 0.0%

12-महीने का मूल्य लक्ष्य

23 विश्लेषक · 2026-08-19
मध्यिका लक्ष्य $173.00 +27.8%
माध्य लक्ष्य $170.83 +26.2%

Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि

बीट रेट
50.0%
औसत आश्चर्य
0.11%
अगली रिपोर्ट
अक्ट 05, 2026
Period EPS Actual EPS अनुमान आश्चर्य
30 जून 2026 $3.43 $3.23 0.20%
31 मार्च 2026 $1.90 $1.74 0.16%
31 दिसमबर 2025 $3.06 $2.66 0.40%
30 सितमबर 2025 $3.63 $3.42 0.21%
30 जून 2025 $3.22 $3.34 -0.12%
31 दिसमबर 2000 $0.23 $0.23 0.00%
30 सितमबर 2000 $0.17 $0.17 0.00%
30 जून 2000 $0.12 $0.11 0.01%

सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी

टिकर मार्केट कैप P/E राजस्व YoY शुद्ध मार्जिन ROE सकल मार्जिन
STZ -10.5% 18.5% 22.5% 51.5%
MGPI $517M -4.9 -23.8% -20.1% -13.9% 37.2%
WVVI $15M 12.7 -6.5% -2.5% -1.4% 60.5%
AMSS
IPST $15M -0.1 20.4% -1360.9% -288.9% 54.9%

पूर्ण मौलिक सभी मेट्रिक्स प्रति वर्ष — आय विवरण, बैलेंस शीट, नकदी प्रवाह

आय विवरण 11
STZ के लिए वार्षिक आय विवरण डेटा
मेट्रिक रुझान 202620252024202320222021202020192018201720162015
Revenue 12-point trend, +37.0% $9.14B $10.21B $9.96B $9.45B $8.82B $8.61B $8.34B $8.12B $7.58B $7.32B $7.22B $6.67B
Cost of Revenue 12-point trend, +28.4% $4.43B $4.89B $4.94B $4.68B $4.11B $4.15B $4.19B $4.04B $3.77B $3.80B $3.61B $3.45B
Gross Profit 12-point trend, +82.7% $4.71B $5.31B $5.02B $4.77B $4.71B $4.47B $4.15B $4.08B $3.81B $3.52B $2.94B $2.58B
SG&A Expense 12-point trend, +71.4% $1.85B $1.95B $1.83B $1.93B $1.71B $1.67B $1.62B $1.67B $1.53B $1.39B $1.18B $1.08B
Operating Income 12-point trend, +81.4% $2.72B $355M $3.17B $2.84B $2.33B $2.79B $2.15B $2.41B $2.28B $2.39B $1.77B $1.50B
Interest Expense 5-point trend, +11.8% · · · · · · · $379M $334M $335M $315M $339M
Interest Income 5-point trend, +757.1% · · · · · · · $12M $2M $2M $800.0K $1M
Pretax Income 12-point trend, +101.6% $2.38B $-83M $2.22B $384M $310M $2.54B $-945M $4.14B $2.34B $2.08B $1.50B $1.18B
Income Tax 12-point trend, +80.8% $621M $-52M $457M $422M $309M $511M $-967M $686M $23M $550M $441M $343M
Net Income 12-point trend, +101.0% $1.69B $-81M $1.73B $-71M $-40M $2.00B $-12M $3.44B $2.30B $1.53B $1.05B $839M
EBITDA 12-point trend, +84.5% $3.14B $802M $3.60B $3.23B $2.67B $3.09B $2.49B $2.75B $2.58B $2.65B $1.99B $1.70B
बैलेंस शीट 29
STZ के लिए वार्षिक बैलेंस शीट डेटा
मेट्रिक रुझान 202620252024202320222021202020192018201720162015
Cash & Equivalents 12-point trend, -7.0% $102M $68M $152M $134M $199M $461M $81M $94M $90M $177M $83M $110M
Receivables 12-point trend, +9.9% $658M $736M $833M $902M $899M $785M $865M $847M $776M $737M $732M $599M
Inventory 12-point trend, -21.5% $1.43B $1.44B $2.08B $1.90B $1.57B $1.29B $1.37B $2.13B $2.08B $1.96B $1.85B $1.83B
Prepaid Expense 12-point trend, +90.0% $712M $561M $666M $562M $658M $508M $536M $613M $524M $360M $310M $375M
Other Current Assets 12-point trend, -24.8% $112M $102M $125M $115M $91M $80M $89M $122M $133M $124M $103M $149M
Current Assets 12-point trend, -0.2% $2.91B $3.72B $3.73B $3.50B $3.33B $3.04B $3.48B $3.68B $3.47B $3.23B $2.98B $2.91B
PP&E (Net) 11-point trend, +176.3% · $7.41B $8.06B $6.87B $6.06B $5.82B $5.33B $5.27B $4.79B $3.93B $3.33B $2.68B
PP&E (Gross) 7-point trend, +102.5% · · · · · $7.56B $6.79B $6.97B $6.27B $5.21B $4.51B $3.73B
Accum. Depreciation 7-point trend, +65.1% · · · · · $1.73B $1.46B $1.71B $1.48B $1.28B $1.18B $1.05B
Goodwill 12-point trend, -15.7% $5.23B $5.13B $7.98B $7.93B $7.86B $7.79B $7.76B $8.09B $8.08B $7.92B $7.14B $6.21B
Intangibles 12-point trend, -20.4% $2.53B $2.53B $2.73B $2.73B $2.76B $2.73B $2.72B $3.20B $3.30B $3.38B $3.40B $3.18B
Other Non-current Assets 12-point trend, +1099.4% $1.34B $1.06B $1.14B $791M $617M $614M $611M $110M $93M $141M $112M $111M
Total Assets 12-point trend, +45.1% $21.90B $21.65B $25.69B $24.66B $25.86B $27.10B $27.32B $29.23B $20.54B $18.60B $16.96B $15.09B
Accounts Payable 12-point trend, +236.0% $960M $940M $1.11B $942M $899M $460M $558M $617M $592M $560M $429M $286M
Accrued Liabilities 11-point trend, +56.9% $854M $887M $836M $852M $871M $780M $780M $690M $678M $620M $544M ·
Short-term Debt 10-point trend, -55.2% $272M $807M $241M $1.17B $323M $0 $239M $792M $747M $606M · ·
Current Liabilities 12-point trend, +137.9% $2.69B $4.04B $3.14B $2.97B $2.70B $1.27B $2.31B $3.16B $2.04B $2.70B $2.27B $1.13B
Capital Leases 8-point trend, +532200000.00 $532M $539M $589M $417M $457M $471M $484M $0 · · · ·
Deferred Tax 12-point trend, -75.1% $204M $93M $592M $570M $516M $570M $384M $1.03B $694M $1.13B $1.02B $819M
Other Non-current Liabilities 12-point trend, -56.7% $76M $95M $128M $137M $150M $96M $86M $107M $136M $166M $162M $176M
Total Liabilities 12-point trend, +46.7% $13.51B $14.52B $15.63B $15.93B $13.81B $13.18B $14.85B $16.39B $12.55B $11.72B $10.27B $9.21B
Long-term Debt 12-point trend, +42.1% $10.30B $10.69B $11.64B $11.30B $10.09B $10.44B $11.95B $12.82B $9.44B $8.63B $7.67B $7.24B
Total Debt 12-point trend, +44.9% $10.57B $11.50B $11.88B $12.46B $10.42B $10.44B $12.18B $13.62B $10.19B $8.63B $7.67B $7.30B
Paid-in Capital 12-point trend, -3.7% $2.19B $2.14B $2.05B $1.90B $1.81B $1.60B $1.51B $1.41B $2.83B $2.76B $2.59B $2.27B
Retained Earnings 12-point trend, +157.2% $13.57B $12.60B $13.42B $12.34B $14.51B $15.12B $13.70B $14.28B $9.16B $7.31B $6.09B $5.28B
Treasury Stock 9-point trend, +255.7% · · · $5.86B $4.17B $2.79B $2.81B $2.78B $3.81B $2.78B $1.67B $1.65B
AOCI 12-point trend, +423.3% $423M $-663M $377M $28M $-413M $-336M $-266M $-354M $-203M $-400M $-452M $-131M
Stockholders' Equity 12-point trend, +40.1% $8.08B $6.88B $9.74B $8.41B $11.73B $13.60B $12.13B $12.55B $7.98B $6.89B $6.56B $5.77B
Liabilities + Equity 12-point trend, +45.1% $21.90B $21.65B $25.69B $24.66B $25.86B $27.10B $27.32B $29.23B $20.54B $18.60B $16.96B $15.09B
नकदी प्रवाह 18
STZ के लिए वार्षिक नकदी प्रवाह डेटा
मेट्रिक रुझान 202620252024202320222021202020192018201720162015
D&A 12-point trend, +107.9% $420M $447M $429M $387M $342M $299M $332M $339M $300M $248M $221M $202M
Stock-based Comp 12-point trend, +23.1% $68M $72M $64M $68M $45M $63M $60M $64M $61M $56M $54M $55M
Deferred Tax 12-point trend, +543.8% $510M $-210M $148M $208M $85M $336M $-1.15B $427M $114M $125M $251M $79M
Amort. of Intangibles 12-point trend, -96.8% $1M $1M $1M $3M $5M $5M $6M $6M $6M $10M $41M $40M
Other Non-cash 12-point trend, +83.2% $-16M $2.92B $412M $2.16B $2.27B $110M $3.32B $-2.02B $-863M $-272M $-167M $-95M
Operating Cash Flow 12-point trend, +146.9% $2.67B $3.15B $2.78B $2.76B $2.71B $2.81B $2.55B $2.25B $1.93B $1.70B $1.41B $1.08B
CapEx 12-point trend, +21.6% $875M $1.21B $1.27B $1.04B $1.03B $865M $726M $886M $1.06B $907M $891M $719M
Investing Cash Flow 10-point trend, +101.6% $16M $-975M $-1.29B $-999M $-1.04B $-88M $-531M $-4.83B $-1.42B · · $-1.02B
Debt Issued 12-point trend, +10.2% $998M $0 $1.14B $3.34B $996M $1.19B $1.29B $3.66B $7.93B $1.97B $610M $905M
Net Debt Issued 12-point trend, -235.9% $-407M $-957M $335M $1.19B $-370M $-1.53B $-904M $3.59B $805M $994M $401M $299M
Stock Repurchased 12-point trend, +924100000.00 $924M $1.12B $250M $1.70B $1.39B $0 $50M $504M $1.04B $1.12B $34M $0
Net Stock Activity 12-point trend, -924100000.00 $-924M $-1.12B $-250M $-1.70B $-1.39B $0 $-50M $-504M $-1.04B $-1.12B $-34M $0
Dividends Paid 12-point trend, +715700000.00 $716M $732M $654M $588M $573M $575M $569M $558M $400M $315M $242M $0
Financing Cash Flow 10-point trend, -16095.1% $-2.66B $-2.26B $-1.47B $-1.82B $-1.93B $-2.35B $-2.03B $2.59B $-601M · · $-16M
Net Change in Cash 12-point trend, -25.8% $34M $-84M $19M $-66M $-261M $379M $-12M $3M $-87M $94M $-27M $46M
Taxes Paid 12-point trend, +2.4% $174M $197M $334M $130M $325M $190M $85M $186M $239M $220M $80M $170M
Free Cash Flow 12-point trend, +396.1% $1.79B $1.94B $1.51B $1.72B $1.68B $1.94B $1.82B $1.36B $874M $789M $522M $362M
Levered FCF 5-point trend, +761.0% · · · · · · · $1.04B $541M $542M $300M $121M
लाभप्रदता 8
STZ के लिए वार्षिक लाभप्रदता डेटा
मेट्रिक रुझान 202620252024202320222021202020192018201720162015
Gross Margin 12-point trend, +33.4% 51.5% 52.1% 50.4% 50.4% 53.4% 51.8% 49.8% 50.3% 45.8% 43.8% 40.7% 38.6%
Operating Margin 12-point trend, +32.5% 29.8% 3.5% 31.8% 30.1% 26.4% 32.4% 25.8% 29.7% 27.4% 29.8% 24.4% 22.5%
Net Margin 12-point trend, +46.7% 18.5% -0.80% 17.3% -0.75% -0.46% 23.2% -0.14% 42.3% 27.9% 19.0% 14.6% 12.6%
Pretax Margin 12-point trend, +47.2% 26.0% -0.81% 22.3% 4.1% 3.5% 29.5% -11.3% 51.1% 28.1% 26.0% 20.8% 17.7%
EBITDA Margin 12-point trend, +34.7% 34.4% 7.9% 36.1% 34.2% 30.3% 35.9% 29.8% 33.9% 31.0% 32.8% 27.5% 25.5%
ROA 12-point trend, +39.1% 7.8% -0.34% 6.9% -0.28% -0.15% 7.3% -0.04% 13.8% 11.4% 8.3% 6.4% 5.6%
ROE 12-point trend, +44.4% 22.5% -0.98% 19.0% -0.70% -0.32% 15.5% -0.10% 33.5% 31.1% 22.8% 17.1% 15.6%
ROIC 12-point trend, +32.4% 10.8% 0.73% 11.7% -1.4% 0.03% 9.3% -0.20% 7.7% 12.5% 11.4% 8.8% 8.1%
तरलता और शोधन क्षमता 5
STZ के लिए वार्षिक तरलता और शोधन क्षमता डेटा
मेट्रिक रुझान 202620252024202320222021202020192018201720162015
Current Ratio 12-point trend, -58.0% 1.1 0.9 1.2 1.2 1.2 2.4 1.5 1.2 1.8 1.2 1.3 2.6
Quick Ratio 12-point trend, -54.9% 0.3 0.2 0.3 0.3 0.4 1.0 0.4 0.3 0.4 0.3 0.4 0.6
Debt / Equity 12-point trend, +3.4% 1.3 1.7 1.2 1.5 0.9 0.8 1.0 1.1 1.3 1.3 1.2 1.3
LT Debt / Equity 12-point trend, -3.0% 1.2 1.3 1.1 1.3 0.8 0.8 0.9 0.9 1.2 1.1 1.0 1.2
Interest Coverage 5-point trend, +43.8% · · · · · · · 6.4 6.8 7.2 5.6 4.4
दक्षता 3
STZ के लिए वार्षिक दक्षता डेटा
मेट्रिक रुझान 202620252024202320222021202020192018201720162015
Asset Turnover 12-point trend, -5.3% 0.4 0.4 0.4 0.4 0.3 0.3 0.3 0.3 0.4 0.4 0.4 0.4
Inventory Turnover 12-point trend, +59.6% 3.1 2.8 2.5 2.7 2.9 3.1 2.4 1.9 1.9 2.0 2.0 1.9
Receivables Turnover 12-point trend, +20.3% 13.1 13.0 11.5 10.5 10.5 10.4 9.7 10.0 11.0 11.0 10.9 10.9
विकास दरें 6
STZ के लिए वार्षिक विकास दरें डेटा
मेट्रिक रुझान 202620252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -538.5% -10.5% 2.5% 5.4% 7.2% 2.4% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -122.6% -1.1% 5.0% 5.0% · · · · · · · · ·
Revenue CAGR 5Y 1.2% · · · · · · · · · · ·
Net Income CAGR 3Y · · -4.7% · · · · · · · · ·
Net Income CAGR 5Y -3.3% · · · · · · · · · · ·
Dividend CAGR 5Y 4.5% · · · · · · · · · · ·
मूल्यांकन (TTM) 4
STZ के लिए वार्षिक मूल्यांकन (TTM) डेटा
मेट्रिक रुझान 202620252024202320222021202020192018201720162015
Revenue TTM 12-point trend, +37.0% $9.14B $10.21B $9.96B $9.45B $8.82B $8.61B $8.34B $8.12B $7.58B $7.32B $7.22B $6.67B
Net Income TTM 12-point trend, +101.0% $1.69B $-81M $1.73B $-71M $-40M $2.00B $-12M $3.44B $2.30B $1.53B $1.05B $839M
Payout Ratio 11-point trend, +85.3% 42.4% -899.0% 37.9% -827.8% -1418.3% 28.8% -4823.7% 16.2% 17.2% 20.5% 22.9% ·
Annual Payout 12-point trend, +715700000.00 $716M $732M $654M $588M $573M $575M $569M $558M $400M $315M $242M $0

वित्तीय विवरण आय विवरण, बैलेंस शीट, नकदी प्रवाह — वार्षिक, पिछले 5 वर्ष

आय विवरण
2026-02-282025-02-282024-02-292023-02-282022-02-28
राजस्व $9.14B$10.21B$9.96B$9.45B$8.82B
सकल मार्जिन % 51.5%52.1%50.4%50.4%53.4%
परिचालन मार्जिन % 29.8%3.5%31.8%30.1%26.4%
शुद्ध आय $1.69B$-81M$1.73B$-71M$-40M
बैलेंस शीट
2026-02-282025-02-282024-02-292023-02-282022-02-28
ऋण / इक्विटी 1.31.71.21.50.9
वर्तमान अनुपात 1.10.91.21.21.2
त्वरित अनुपात 0.30.20.30.30.4
नकदी प्रवाह
2026-02-282025-02-282024-02-292023-02-282022-02-28
फ्री कैश फ्लो $1.79B$1.94B$1.51B$1.72B$1.68B

ताज़ा समाचार इस कंपनी का उल्लेख करने वाली हालिया सुर्खियां

मेरे मेट्रिक्स आपकी व्यक्तिगत वॉचलिस्ट — पूर्ण फंडामेंटल से चयनित पंक्तियाँ

📊

उन मेट्रिक्स को चुनें जो आपके लिए मायने रखते हैं — ऊपर पूर्ण फंडामेंटल में किसी भी पंक्ति के बगल में ➕ पर क्लिक करें।

आपका चयन सहेजा गया है और यह सभी टिकर में आपके साथ रहता है।

संस्थागत मालिक (13F) 1167 फाइलर्स · $16.8B कुल · तिथि अनुसार 30 जून 2026

संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।

संस्थागत गतिविधि — Q2 2026 बनाम पिछली तिमाही
नई स्थितियाँ बाहर निकली पोजीशन बढ़ाया घटा हुआ शुद्ध शेयर परिवर्तन
112 (-47 पिछली तिमाही की तुलना में) 110 (+6 पिछली तिमाही की तुलना में) 306 (-71 पिछली तिमाही की तुलना में) 451 (+84 पिछली तिमाही की तुलना में) +1.7M

Q1 2026 की तुलना में। SEC फॉर्म 13F फाइलिंग तिमाही के अंत के 45 दिनों के भीतर देय होती है, साथ ही देर से फाइल करने वालों के लिए एक छोटा बफर भी होता है — उस विंडो के भीतर आने वाली तिमाहियों को सबसे हालिया पूरी तरह से रिपोर्ट की गई जोड़ी के पक्ष में छोड़ दिया जाता है।

संस्था मूल्य शेयर % ट्रैक किए गए 13F का प्रकार
VANGUARD GROUP INC $2269362397 16449423 13.51% शेयर
Capital World Investors $1559029633 11208782 9.28% शेयर
VANGUARD CAPITAL MANAGEMENT LLC $1298744947 9337443 7.73% शेयर
VANGUARD PORTFOLIO MANAGEMENT LLC $1089841086 7835510 6.49% शेयर
STATE STREET CORP $944276307 6788959 5.62% शेयर
Grantham, Mayo, Van Otterloo & Co. LLC $556141327 3998425 3.31% शेयर
WELLINGTON MANAGEMENT GROUP LLP $503455032 3619635 3.00% शेयर
GEODE CAPITAL MANAGEMENT, LLC $465794161 3363648 2.77% शेयर
AMERIPRISE FINANCIAL INC $456855920 3286109 2.72% शेयर
Point72 Asset Management, L.P. $342629716 2463367 2.04% शेयर
FMR LLC $336963756 2422631 2.01% शेयर
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $332672680 2391780 1.98% शेयर
CITADEL ADVISORS LLC $298727209 2147726 1.78% शेयर
BNP PARIBAS FINANCIAL MARKETS $287983898 2070486 1.71% शेयर
VAN ECK ASSOCIATES CORP $273920369 1969375 1.63% शेयर
NORGES BANK $249014774 1790314 1.48% शेयर
SUSQUEHANNA INTERNATIONAL GROUP, LLP $190761935 1371500 1.14% पुट ऑप्शन
Balyasny Asset Management L.P. $185186095 1331412 1.10% शेयर
JANE STREET GROUP, LLC $181090451 1301966 1.08% शेयर
DIMENSIONAL FUND ADVISORS LP $158491215 1139488 0.94% शेयर
Qube Research & Technologies Ltd $158080792 1136536 0.94% शेयर
MILLENNIUM MANAGEMENT LLC $135878690 976912 0.81% शेयर
SUSQUEHANNA INTERNATIONAL GROUP, LLP $121481206 873400 0.72% कॉल ऑप्शन
Capital International Investors $116084853 834601 0.69% शेयर
VANGUARD FIDUCIARY TRUST CO $109693746 788653 0.65% शेयर
Capital Research Global Investors $106097435 762797 0.63% शेयर
CITADEL ADVISORS LLC $93621479 673100 0.56% कॉल ऑप्शन
PZENA INVESTMENT MANAGEMENT LLC $83358584 599314 0.50% शेयर
BlackRock, Inc. $71056074 510864 0.42% शेयर
JANE STREET GROUP, LLC $70657720 508000 0.42% कॉल ऑप्शन
JANE STREET GROUP, LLC $70532539 507100 0.42% पुट ऑप्शन
GOLDMAN SACHS GROUP INC $69896063 502524 0.42% शेयर
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $68200000 490330 0.41% शेयर
NORDEA INVESTMENT MANAGEMENT AB $64931826 475308 0.39% शेयर
AVIVA PLC $56312534 404864 0.34% शेयर
Swiss National Bank $54412008 391200 0.32% शेयर
Mitsubishi UFJ Asset Management Co., Ltd. $47489324 341432 0.28% शेयर
Assenagon Asset Management S.A. $47036343 338172 0.28% शेयर
ALLIANCEBERNSTEIN L.P. $45053700 300358 0.27% शेयर
WOLVERINE TRADING, LLC $44188986 323800 0.26% कॉल ऑप्शन
Vanguard Global Advisers, LLC $41988767 301882 0.25% शेयर
RHUMBLINE ADVISERS $41729673 300020 0.25% शेयर
BOOTHBAY FUND MANAGEMENT, LLC $41629637 299300 0.25% कॉल ऑप्शन
HighTower Advisors, LLC $41597334 299068 0.25% शेयर
VANGUARD ASSET MANAGEMENT, Ltd $40749754 292974 0.24% शेयर
BANK OF AMERICA CORP /DE/ $40100759 288308 0.24% शेयर
VICTORY CAPITAL MANAGEMENT INC $40003814 287611 0.24% शेयर
California Public Employees Retirement System $39198761 281823 0.23% शेयर
Sumitomo Mitsui Trust Group, Inc. $39131720 281341 0.23% शेयर
Legal & General Group Plc $38706383 278283 0.23% शेयर
Man Group plc $38604569 277551 0.23% शेयर
Holocene Advisors, LP $38306360 275407 0.23% शेयर
FIRST TRUST ADVISORS LP $37149023 267086 0.22% शेयर
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $36668714 263633 0.22% शेयर
CAMBIAR INVESTORS LLC $35671717 256465 0.21% शेयर
WOLVERINE TRADING, LLC $34881732 255600 0.21% पुट ऑप्शन
Point72 Asset Management, L.P. $34466502 247800 0.21% कॉल ऑप्शन
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $34381935 247192 0.20% शेयर
CANADA PENSION PLAN INVESTMENT BOARD $32614101 234482 0.19% शेयर
Diamond Hill Capital Management, LLC (Investment Advisor) $31581914 227061 0.19% शेयर
ENVESTNET ASSET MANAGEMENT INC $31040236 223167 0.18% शेयर
BARCLAYS PLC $30601331 220011 0.18% शेयर
CITIGROUP INC $30599800 220000 0.18% पुट ऑप्शन
Night Squared LP $29762478 213980 0.18% शेयर
AMERICAN CENTURY COMPANIES INC $29055205 208895 0.17% शेयर
Schonfeld Strategic Advisors LLC $28379366 204036 0.17% शेयर
Hook Mill Capital Partners, LP $28006884 201358 0.17% शेयर
Framtiden Holdings Management Co LLC $27818000 165000 0.17% शेयर
Empyrean Capital Partners, LP $25216739 181298 0.15% शेयर
Walleye Trading LLC $23853935 171500 0.14% कॉल ऑप्शन
Cable Car Capital, LP $23659209 170100 0.14% शेयर
SCOPUS ASSET MANAGEMENT, L.P. $23436665 168500 0.14% शेयर
CITIGROUP INC $22435217 161300 0.13% कॉल ऑप्शन
Squarepoint Ops LLC $22355658 160728 0.13% शेयर
Capital International, Inc./CA/ $22290285 160258 0.13% शेयर
EDMOND DE ROTHSCHILD HOLDING S.A. $22254400 160000 0.13% शेयर
EP Wealth Advisors, LLC $22233600 159850 0.13% शेयर
CONFLUENCE INVESTMENT MANAGEMENT LLC $22142530 159196 0.13% शेयर
RAYMOND JAMES FINANCIAL INC $22035939 158429 0.13% शेयर
PRINCIPAL FINANCIAL GROUP INC $22029631 158384 0.13% शेयर
Junto Capital Management LP $21683296 155894 0.13% शेयर
National Pension Service $21231254 152644 0.13% शेयर
Ceredex Value Advisors LLC $19750780 142000 0.12% शेयर
CORDA Investment Management, LLC. $19611551 140999 0.12% शेयर
Gotham Asset Management, LLC $19505286 140235 0.12% शेयर
AEGON ASSET MANAGEMENT UK Plc $19123623 137491 0.11% शेयर
CAPITAL INTERNATIONAL SARL $18866168 135640 0.11% शेयर
UBS Group AG $17813813 128074 0.11% शेयर
Point72 Asset Management, L.P. $17747884 127600 0.11% पुट ऑप्शन
Weiss Asset Management LP $17721874 127413 0.11% शेयर
LPL Financial LLC $17687032 127162 0.11% शेयर
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $17374288 124914 0.10% शेयर
AIA Group Ltd $17056189 122627 0.10% शेयर
HARRIS ASSOCIATES L P $17010707 122300 0.10% शेयर
Toroso Investments, LLC $16814013 121876 0.10% शेयर
Toroso Investments, LLC $16803528 121800 0.10% कॉल ऑप्शन
SCS Capital Management LLC $16687528 119976 0.10% शेयर
DAVIDSON INVESTMENT ADVISORS $16076602 115584 0.10% शेयर
COERENTE CAPITAL MANAGEMENT $15580722 112019 0.09% शेयर
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $15491427 111377 0.09% शेयर

कंपनी के अंदरूनी सूत्र 72 इनसाइडर्स · 23 अधिकारी · 25 निदेशक

अंदरूनी भूमिका अंतिम गतिविधि शेयरों का स्वामित्व खरीद 12m बिक्री 12m नेट 12m
Nicholas I. Fink President & CEO 10 जुलाई 2026 M 3476 0 0 $0
William A Newlands President & CEO 1 मई 2025 M 15102 0 0 $0
Jon Moramarco CEO, Constell. International 30 जून 2009 D 71255 0 0 $0
Alexander Berk CEO, Constell. Beers & Spirits 31 मई 2009 D 60278 0 0 $0
Jose F Fernandez CEO, Constell Wines N. Amer. 6 अप्रैल 2009 A 62409 0 0 $0
Stephen Brian Millar CEO, Constellation Wines 4 अगस्त 2005 M 2296 0 0 $0
Garth Hankinson EVP & CFO 15 जुलाई 2025 A 13799 0 0 $0
David Eric Klein Exec Vice Pres. & CFO 9 जनवरी 2020 C 45356 0 0 $0
Robert P Ryder Executive VP & CFO 1 मई 2015 M 89381 0 0 $0
Thomas S Summer Executive VP & CFO 18 अप्रैल 2007 A 0 0 0 $0
James O. Bourdeau EVP & Chief Legal Officer 21 जुलाई 2025 S 9438 0 0 $0
Samuel J Glaetzer EVP & Pres. Wine and Spirits 13 मई 2025 S 3126 0 0 $0
Michael Mcgrew EVP, Chief Com, CSR, Incl Off 1 मई 2025 M 2549 0 0 $0
Mallika Monteiro EVP, MD, Beer & Interim CGSO 1 मई 2025 M 6526 0 0 $0
James A. Sabia Jr. EVP & Pres. Beer 1 मई 2025 M 17787 0 0 $0
Paula Kristine Erickson EVP & Chief HR Officer 25 अप्रैल 2025 A 0 0 $0
Kaneenat Kristann Carey EVP & Chief HR Officer 13 नवमबर 2024 S 2391 0 0 $0
Yuri Hermida EVP, Chief Growth & Strategy 7 अक्टूबर 2024 A 0 0 $0
Robert Lee Hanson EVP & Pres. Wine and Spirits 18 जनवरी 2024 G 11716 0 0 $0
Thomas Michael Kane EVP & Chief HR Officer 1 मई 2022 M 5984 0 0 $0
Paul F Hetterich EVP & Chair Beer 5 अप्रैल 2022 A 57845 0 0 $0
John A Wright Exec. Vice President 10 मई 2016 M 107280 0 0 $0
Keith W Wilson Executive Vice President 14 जून 2013 M 26760 0 0 $0
Edith Morgan Flatley निदेशक 22 जुलाई 2026 A 187 0 0 $0
Garza Jose Manuel Madero निदेशक 22 जुलाई 2026 A 2882 0 0 $0
Christy Clark निदेशक 22 जुलाई 2026 A 3922 0 0 $0
Luca Zaramella निदेशक 22 जुलाई 2026 A 1617 0 0 $0
Ernesto M Hernandez निदेशक 22 जुलाई 2026 A 3681 0 0 $0
Jennifer Daniels निदेशक 22 जुलाई 2026 A 4505 0 0 $0
Christopher J Baldwin निदेशक 22 जुलाई 2026 A 3825 0 0 $0
Robert Sands निदेशक 22 जुलाई 2026 A 9714 0 0 $0
Richard Sands निदेशक 22 जुलाई 2026 A 1114 0 0 $0
William T Giles निदेशक 22 जुलाई 2026 A 3080 0 0 $0
Daniel J Mccarthy निदेशक 22 जुलाई 2026 A 4849 0 0 $0
Judy Schmeling निदेशक 17 जुलाई 2024 A 6285 0 0 $0
Susan S Johnson निदेशक 21 जुलाई 2023 A 2988 0 0 $0
Jeremy S G Fowden निदेशक 10 जुलाई 2023 M 19480 0 0 $0
James A Locke III निदेशक 10 जुलाई 2023 M 469 0 0 $0
Frederic Cumenal निदेशक 20 जुलाई 2016 A 511 0 0 $0
Jeananne K Hauswald निदेशक 20 मई 2015 M 16808 0 0 $0
Mark Zupan निदेशक 23 जुलाई 2014 A 21407 0 0 $0
Paul L Smith निदेशक 24 जुलाई 2013 A 14487 0 0 $0
Peter M Perez निदेशक 19 जनवरी 2010 D 3631 0 0 $0
Peter H Soderberg निदेशक 23 जुलाई 2009 A 9670 0 0 $0
Thomas C Mcdermott निदेशक 17 जुलाई 2008 A 17541 0 0 $0
George Bresler निदेशक 28 जुलाई 2005 A 5368 0 0 $0
RSS 2015 BUSINESS MANAGEMENT LLC 10% मालिक 22 नवमबर 2016 J 0 0 $0
RHT 2015 BUSINESS MANAGEMENT LLC 10% मालिक 22 नवमबर 2016 J 0 0 $0
RCT 2015 BUSINESS MANAGEMENT LLC 10% मालिक 22 नवमबर 2016 J 0 0 $0
RSS Business Management LLC 10% मालिक 22 नवमबर 2016 J 0 0 $0

SEC फॉर्म 3/4/5 फाइलिंग से अंदरूनी सूत्र; नेट = केवल ओपन-मार्केट P/S

कार्यकर्ता और 5%+ मालिक 6 होल्डिंग्स

जिन निवेशकों ने SEC शेड्यूल 13D दाखिल किया है — जारीकर्ता को प्रभावित करने के इरादे से 5% से अधिक लाभकारी स्वामित्व (कार्यकर्ता दांव, बोर्ड अभियान, M&A)। प्रत्येक पंक्ति उस फाइलर की स्थिति की सबसे हालिया ज्ञात स्थिति दिखाती है।

फाइलर दाखिल किया दांव स्थिति उद्देश्य फाइलिंग
Richard Sands, Robert Sands, Abigail Bennett, Zachary Stern, Astra Legacy LLC, AJB Business Holdings LP, ZMSS Business Holdings LP, RSS 2015 Business Holdings LP, RES Master LLC, RSS Master LLC, RCT 2020 Investments LLC, WildStar Partners LLC, RES Business Holdings LP, SER Business Holdings LP, RHT 2015 Business Holdings LP, RSS Business Holdings LP, SSR Business Holdings LP, RCT 2015 Business Holdings LP, MAS Business Holdings LP, NSDT 2009 STZ LLC, NSDT 2011 STZ LLC, RSS Business Management LLC, SSR Business Management LLC, LES Lauren Holdings LLC, MES Mackenzie Holdings LLC, Sands Family Foundation ×12 फाइलिंग 12 मई 2023 प्रारंभिक फाइलिंग SEC
Constellation Brands, Inc. ×12 फाइलिंग 20 दिसमबर 2004 प्रारंभिक फाइलिंग M&A / बिक्री SEC
अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति 18 अक्टूबर 2001 प्रारंभिक फाइलिंग SEC
अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति 18 अक्टूबर 2001 प्रारंभिक फाइलिंग SEC
अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति, अघोषित रिपोर्टिंग व्यक्ति 7 सितमबर 2001 प्रारंभिक फाइलिंग निष्क्रिय निवेश SEC
अघोषित रिपोर्टिंग व्यक्ति 20 अप्रैल 2001 प्रारंभिक फाइलिंग M&A / बिक्री SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ईटीएफ स्वामित्व 182 ETFs द्वारा धारित

वजन केवल प्रत्यक्ष इक्विटी होल्डिंग्स (N-PORT) को दर्शाता है; लीवरेज्ड या डेरिवेटिव-आधारित फंड में अतिरिक्त स्वैप एक्सपोजर हो सकता है जो नहीं दिखाया गया है।

फंड भार इकाइयाँ तिथि अनुसार स्रोत
FTXG · First Trust Exchange-Traded Fund VI 3.75% 6294 NS 30 जून 2026 N-PORT
STNC · Hennessy Funds Trust 3.10% 18167 NS 30 अप्रैल 2026 N-PORT
OMAH · Tidal Trust III 2.90% 138596 NS 30 अप्रैल 2026 N-PORT
RSPS · Invesco Exchange-Traded Fund Trust 2.69% 50516 SH 21 अगस्त 2026 दैनिक
CAMX · ADVISORS' INNER CIRCLE FUND 2.61% 11000 NS 30 अप्रैल 2026 N-PORT
CVRD · Madison ETFs Trust 2.52% 5800 NS 30 जून 2026 N-PORT
MVFD · Northern Lights Fund Trust IV 2.30% 17992 NS 31 मई 2026 N-PORT
QDIV · Global X Funds 1.67% 3946 NS 31 मई 2026 N-PORT
QLTY · GMO ETF Trust 1.53% 498171 NS 31 मई 2026 N-PORT
DIVD · EA Series Trust 1.19% 1325 NS 30 अप्रैल 2026 N-PORT
SPGP · Invesco Exchange-Traded Fund Trust 0.97% 164623 SH 21 अगस्त 2026 दैनिक
LGRO · ALPS ETF Trust 0.91% 8808 NS 31 मई 2026 N-PORT
CGVV · Capital Group Equity ETF Trust I 0.88% 8720 NS 31 मई 2026 N-PORT
FSTA · FIDELITY COVINGTON TRUST 0.87% 80160 NS 30 अप्रैल 2026 N-PORT
FXG · First Trust Exchange-Traded AlphaDE… 0.85% 13306 NS 30 अप्रैल 2026 N-PORT
IYK · iShares Trust 0.84% 88689 SH 21 अगस्त 2026 दैनिक
VDC · VANGUARD WORLD FUND 0.79% 525665 SH 19 अगस्त 2026 दैनिक
UGE · ProShares Trust 0.71% 598 NS 31 मई 2026 N-PORT
GXPS · Global X Funds 0.69% 2964 NS 31 मई 2026 N-PORT
COWZ · Pacer Funds Trust 0.63% 727466 NS 30 अप्रैल 2026 N-PORT
QQWZ · Pacer Funds Trust 0.62% 1848 NS 30 अप्रैल 2026 N-PORT
LQAI · Exchange Listed Funds Trust 0.59% 79 NS 30 अप्रैल 2026 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0.55% 24791 NS 31 मई 2026 N-PORT
ABCS · EA Series Trust 0.52% 428 NS 29 मई 2026 N-PORT
KXI · iShares Trust 0.49% 39729 SH 21 अगस्त 2026 दैनिक
EBI · RBB Fund Trust 0.47% 21993 NS 31 मई 2026 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.41% 5538 NS 31 मई 2026 N-PORT
AKAF · ETF Series Solutions 0.40% 84 NS 31 मई 2026 N-PORT
FVD · First Trust Exchange-Traded Fund 0.38% 221489 NS 30 जून 2026 N-PORT
FBCV · FIDELITY COVINGTON TRUST 0.37% 3809 NS 30 अप्रैल 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0.35% 940087 SH 19 अगस्त 2026 दैनिक
SPXD · DBX ETF Trust 0.33% 161 NS 31 मई 2026 N-PORT
HWSM · HOTCHKIS & WILEY FUNDS /DE/ 0.33% 65 NS 30 जून 2026 N-PORT
CAPE · DoubleLine ETF Trust 0.32% 5512 NS 30 जून 2026 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 0.30% 3329 NS 30 अप्रैल 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0.29% 8019000 21 अगस्त 2026 दैनिक
IMCV · iShares Trust 0.27% 23933 SH 21 अगस्त 2026 दैनिक
EQIN · Columbia ETF Trust I 0.26% 4590 NS 30 अप्रैल 2026 N-PORT
HDV · iShares Trust 0.25% 286492 SH 21 अगस्त 2026 दैनिक
BSCR · Invesco Exchange-Traded Self-Indexe… 0.25% 11320000 21 अगस्त 2026 दैनिक
AVIE · AMERICAN CENTURY ETF TRUST 0.22% 166 NS 31 मई 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0.21% 6045 NS 31 मई 2026 N-PORT
REVS · Columbia ETF Trust I 0.20% 3713 NS 30 अप्रैल 2026 N-PORT
DFLV · Dimensional ETF Trust 0.20% 76834 NS 30 अप्रैल 2026 N-PORT
AVLV · AMERICAN CENTURY ETF TRUST 0.20% 188797 NS 31 मई 2026 N-PORT
DFVE · DoubleLine ETF Trust 0.20% 472 NS 30 जून 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0.20% 3171503 SH 19 अगस्त 2026 दैनिक
PFIG · Invesco Exchange-Traded Fund Trust … 0.18% 235000 21 अगस्त 2026 दैनिक
GSEW · Goldman Sachs ETF Trust 0.18% 22912 NS 31 मई 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0.18% 1312750 SH 21 अगस्त 2026 दैनिक