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Constellation Brands, Inc. (STZ)

USD131.73 +1.39 (+1.07%)
US NYSE S&P 500 Consumer Defensive Beverages - Alcoholic
Address 50 East Broad Street 14614
Rochester, NY, US
CEO William A. Newlands
IPO 1992-03-17
CIK 16918 ISIN US21036P1084

Explore sections of this company profile

Also trades on New York Stock Exchange · STZ (USD) New York Stock Exchange · STZ-B (USD)
Description

Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. The company offers beer under the Corona Extra, Corona Familiar, Corona Hard Seltzer, Corona Light, Corona Non-Alcoholic, Corona Premier, Corona Refresca, Modelo Especial, Modelo Chelada, Modelo Negra, Modelo Oro, Victoria, Vicky Chamoy, and Pacifico brands. It also offers wine under the Cook’s California Champagne, Kim Crawford, Meiomi, Mount Veeder, Ruffino, SIMI, My Favorite Neighbor, Robert Mondavi Winery, Schrader, and The Prisoner Wine Company brands; and spirits under the Casa Noble, Copper & Kings, High West, Mi CAMPO, Nelson’s Green Brier, and SVEDKA brands. The company provides its products to wholesale distributors, retailers, on-premise locations, and state alcohol beverage control agencies. Constellation Brands, Inc. was founded in 1945 and is based in Rochester, New York.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 2005-07-01 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD131.73 +1.39 (+1.07%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.38
Float Shares
150.90M
Free Float %
87.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.33% -6.40% -11.34% -12.06% +1.79% +0.62% -20.30% -42.87% -41.51% -9.36% +7,244.97%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (46 analysts) Buy
Price Targets & DCF
Current price
131.73
Low 154.00 +16.9%
Consensus 175.70 +33.4%
Median 180.00 +36.6%
High 197.00 +49.5%
DCF (Levered) 263.31 +99.9%
Ratings Trend (MoM) 57% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 11 -1
Hold 8 0
Sell 0 0
Strong Sell 2 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 7
173.71
+31.9%
Last Year 27
175.81
+33.5%
All Time 95
249.98
+89.8%
Quality scores
Altman Z-Score
2.81
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Beverages - Wineries & Distilleries: +2.0%
    +2.5% Q2'26: -3.3% (vs Q2'25)
  • EPS growth Beverages - Wineries & Distilleries: +11.3%
    -104.8% Q2'26: +30.7% (vs Q2'25)
  • FCF margin Beverages - Wineries & Distilleries: +52.5%
    -1.6% Q2'26: +19.9% (vs Q2'25)
  • EBIT margin Beverages - Wineries & Distilleries: +14.5%
    +3.3% Q2'26: +34.8% (vs Q2'25)
  • ROIC Beverages - Wineries & Distilleries: +8.5%
    +1.0% Q2'26: +15.8% (vs Q2'25)
  • Share dilution Beverages - Wineries & Distilleries: +0.0%
    -1.4% Q2'26: -3.1% (vs Q2'25)
  • Debt / EBITDA Beverages - Wineries & Distilleries: 0.18×
    15.48× Q2'26: 3.11× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.42) × ERP
WACC = 69% × Ke + 31% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 131.73
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Feb 1998
actual
Feb 1999
actual
Feb 2000
actual
Feb 2001
actual
Feb 2002
actual
Feb 2003
actual
Feb 2004
actual
Feb 2005
actual
Feb 2006
actual
Feb 2007
actual
Feb 2008
actual
Feb 2009
actual
Feb 2010
actual
Feb 2011
actual
Feb 2012
actual
Feb 2013
actual
Feb 2014
actual
Feb 2015
actual
Feb 2016
actual
Feb 2017
actual
Feb 2018
actual
Feb 2019
actual
Feb 2020
actual
Feb 2021
actual
Feb 2022
actual
Feb 2023
actual
Feb 2024
actual
Feb 2025
actual
Feb 2026
16 Rev. Ana.
13 EPS Ana.
Feb 2027
15 Rev. Ana.
13 EPS Ana.
Feb 2028
15 Rev. Ana.
13 EPS Ana.
Feb 2029
11 Rev. Ana.
5 EPS Ana.
Feb 2030
5 Rev. Ana.
2 EPS Ana.
Feb 2031
4 Rev. Ana.
3 EPS Ana.
Revenue
1.21B
est: 1.06B (+14.7%)
1.50B
est: 1.24B (+20.9%)
2.34B
est: 2.19B (+6.7%)
2.40B
est: 2.24B (+6.9%)
2.82B
est: 2.48B (+13.9%)
2.73B
est: 2.61B (+4.7%)
3.55B
est: 3.23B (+10.1%)
4.09B
est: 3.86B (+5.8%)
4.60B
est: 4.48B (+2.8%)
5.22B
est: 5.21B (+0.1%)
3.77B
est: 3.66B (+3.0%)
3.66B
est: 3.45B (+6.0%)
3.35B
est: 3.15B (+6.1%)
3.32B
est: 3.08B (+7.9%)
2.65B
est: 2.47B (+7.0%)
2.79B
est: 2.36B (+18.5%)
4.86B
est: 3.91B (+24.5%)
6.03B
est: 6.04B (-0.2%)
6.55B
est: 6.52B (+0.3%)
7.33B
est: 7.30B (+0.4%)
7.58B
est: 7.57B (+0.1%)
8.12B
est: 8.05B (+0.8%)
8.34B
est: 8.27B (+0.9%)
8.61B
est: 8.53B (+1.0%)
8.82B
est: 8.73B (+1.0%)
9.45B
est: 9.47B (-0.2%)
9.96B
est: 10.11B (-1.5%)
10.21B
est: 10.17B (+0.4%)
9.10B
9.06B – 9.13B
-10.5% YoY
9.10B
9.00B – 9.25B
+0.0% YoY
9.28B
9.01B – 9.53B
+1.9% YoY
9.50B
9.49B – 9.52B
+2.4% YoY
9.89B
9.66B – 10.07B
+4.1% YoY
10.03B
9.80B – 10.21B
+1.4% YoY
EBITDA
150.50M
est: 91.40M (+64.7%)
187.50M
est: 125.75M (+49.1%)
305.70M
est: 169.31M (+80.6%)
341.75M
est: 215.01M (+58.9%)
427.89M
est: 284.90M (+50.2%)
469.87M
est: 349.75M (+34.3%)
620.56M
est: 410.33M (+51.2%)
675.60M
est: 545.51M (+23.8%)
802.84M
est: 579.91M (+38.4%)
954.60M
est: 656.50M (+45.4%)
65.70M
est: 567.88M (-88.4%)
374.40M
est: 134.73M (+177.9%)
662.60M
est: 184.24M (+259.6%)
883.60M
est: 675.69M (+30.8%)
833.60M
est: 724.15M (+15.1%)
857.20M
est: 684.19M (+25.3%)
2.70B
est: 2.26B (+19.4%)
1.71B
est: 1.58B (+8.6%)
2.03B
est: 1.75B (+16.0%)
2.72B
est: 2.24B (+21.4%)
3.06B
est: 2.67B (+14.8%)
5.01B
est: 3.66B (+36.8%)
-173.30M
est: 770.36M (-122.5%)
3.22B
est: 2.22B (+45.0%)
1.01B
est: 771.35M (+30.3%)
1.17B
est: 842.45M (+38.7%)
3.08B
est: 1.99B (+55.2%)
782.60M
est: 1.97B (-60.3%)
1.76B
1.75B – 1.77B
-10.5% YoY
1.76B
1.74B – 1.79B
+0.0% YoY
1.80B
1.75B – 1.85B
+1.9% YoY
1.84B
1.84B – 1.84B
+2.4% YoY
1.92B
1.87B – 1.95B
+4.1% YoY
1.94B
1.90B – 1.98B
+1.4% YoY
EBIT
112.10M
est: 92.26M (+21.5%)
148.50M
est: 123.92M (+19.8%)
240.55M
est: 219.72M (+9.5%)
270.87M
est: 252.40M (+7.3%)
342.48M
est: 316.73M (+8.1%)
409.72M
est: 381.05M (+7.5%)
518.51M
est: 428.99M (+20.9%)
571.95M
est: 570.43M (+0.3%)
674.74M
est: 637.90M (+5.8%)
815.30M
est: 703.17M (+15.9%)
-100.20M
est: 480.25M (-120.9%)
217.40M
est: -176.57M (+223.1%)
506.70M
est: 4.64M (+10,822.7%)
749.80M
est: 333.02M (+125.2%)
723.30M
est: 456.00M (+58.6%)
741.80M
est: 394.69M (+87.9%)
2.54B
est: 2.01B (+26.7%)
1.51B
est: 1.38B (+9.5%)
1.81B
est: 1.53B (+17.8%)
2.42B
est: 1.96B (+23.4%)
2.67B
est: 2.18B (+22.8%)
4.56B
est: 2.31B (+97.0%)
-516.50M
est: 1.91B (-127.0%)
2.93B
est: 2.24B (+30.6%)
662.60M
est: 2.11B (-68.6%)
781.40M
est: 2.40B (-67.5%)
2.66B
est: 1.56B (+70.5%)
335.60M
est: 1.54B (-78.2%)
1.38B
1.37B – 1.38B
-10.5% YoY
1.38B
1.36B – 1.40B
+0.0% YoY
1.40B
1.36B – 1.44B
+1.9% YoY
1.44B
1.43B – 1.44B
+2.4% YoY
1.49B
1.46B – 1.52B
+4.1% YoY
1.52B
1.48B – 1.54B
+1.4% YoY
Net Income
50.10M
est: 37.86M (+32.3%)
50.50M
est: 55.82M (-9.5%)
77.38M
est: 60.10M (+28.7%)
97.34M
est: 89.82M (+8.4%)
136.42M
est: 124.16M (+9.9%)
203.31M
est: 172.24M (+18.0%)
220.41M
est: 202.78M (+8.7%)
276.46M
est: 287.30M (-3.8%)
325.26M
est: 307.06M (+5.9%)
331.90M
est: 326.15M (+1.8%)
-613.30M
est: 270.96M (-326.3%)
-301.40M
est: -434.09M (+30.6%)
99.30M
est: -308.50M (+132.2%)
559.50M
est: 216.29M (+158.7%)
445.00M
est: 511.78M (-13.0%)
387.80M
est: 334.88M (+15.8%)
1.94B
est: 1.68B (+15.4%)
839.30M
est: 729.71M (+15.0%)
1.05B
est: 919.78M (+14.7%)
1.54B
est: 1.23B (+24.9%)
2.30B
est: 1.63B (+40.9%)
3.44B
est: 2.95B (+16.6%)
-11.80M
est: 717.41M (-101.6%)
2.00B
est: 1.52B (+31.3%)
-40.40M
est: -188.52M (+78.6%)
-71.00M
est: -210.64M (+66.3%)
1.73B
est: 2.36B (-26.8%)
-81.40M
est: 2.37B (-103.4%)
2.05B
2.03B – 2.06B
-13.4% YoY
2.07B
2.03B – 2.12B
+1.3% YoY
2.18B
2.07B – 2.30B
+5.3% YoY
2.32B
1.93B – 2.71B
+6.3% YoY
2.59B
2.51B – 2.65B
+11.6% YoY
2.65B
2.57B – 2.71B
+2.3% YoY
SGA
231.70M
est: 187.53M (+23.6%)
299.50M
est: 244.85M (+22.3%)
481.91M
est: 448.40M (+7.5%)
486.59M
est: 462.45M (+5.2%)
576.56M
est: 524.74M (+9.9%)
350.99M
est: 396.23M (-11.4%)
457.28M
est: 418.94M (+9.2%)
525.89M
est: 500.65M (+5.0%)
606.20M
est: 616.20M (-1.6%)
739.30M
est: 720.63M (+2.6%)
770.90M
est: 671.59M (+14.8%)
749.50M
est: 773.43M (-3.1%)
652.60M
est: 651.41M (+0.2%)
665.40M
est: 601.78M (+10.6%)
524.20M
est: 462.95M (+13.2%)
555.60M
est: 478.35M (+16.1%)
842.20M
est: 741.01M (+13.7%)
1.05B
est: 987.14M (+6.6%)
1.12B
est: 1.02B (+9.7%)
1.29B
est: 1.24B (+4.4%)
1.38B
est: 1.37B (+0.9%)
1.45B
est: 1.48B (-2.1%)
1.55B
est: 1.55B (+0.1%)
1.61B
est: 1.27B (+27.2%)
1.70B
est: 1.65B (+2.7%)
1.82B
est: 1.80B (+1.2%)
1.78B
est: 1.86B (-4.6%)
1.58B
est: 1.87B (-15.5%)
1.68B
1.67B – 1.68B
-10.5% YoY
1.68B
1.66B – 1.70B
+0.0% YoY
1.71B
1.66B – 1.75B
+1.9% YoY
1.75B
1.75B – 1.75B
+2.4% YoY
1.82B
1.78B – 1.85B
+4.1% YoY
1.85B
1.80B – 1.88B
+1.4% YoY
EPS
0.32
est: 0.21 (+52.4%)
0.35
est: 0.35 (+0.0%)
0.53
est: 0.49 (+8.2%)
0.67
est: 0.58 (+15.5%)
0.80
est: 0.71 (+12.7%)
1.13
est: 0.92 (+22.8%)
1.08
est: 1.13 (-4.4%)
1.25
est: 1.27 (-1.6%)
1.44
est: 1.46 (-1.4%)
1.44
est: 1.74 (-17.2%)
-2.80
est: 1.26 (-322.2%)
-1.38
est: 1.45 (-195.2%)
0.45
est: 1.32 (-65.9%)
2.68
est: 1.57 (+70.7%)
2.20
est: 1.63 (+35.0%)
2.15
est: 1.55 (+39.2%)
10.45
est: 2.37 (+340.9%)
4.40
est: 4.35 (+1.2%)
5.42
est: 5.38 (+0.7%)
7.79
est: 6.65 (+17.1%)
11.55
est: 8.56 (+35.0%)
18.03
est: 9.19 (+96.2%)
-0.06
est: 8.73 (-100.7%)
10.42
est: 9.77 (+6.6%)
-0.21
est: 10.03 (-102.1%)
-0.37
est: 10.61 (-103.5%)
9.42
est: 13.48 (-30.1%)
-0.45
est: 13.45 (-103.3%)
11.64
11.57 – 11.76
-13.5% YoY
11.80
11.54 – 12.09
+1.4% YoY
12.41
11.77 – 13.11
+5.1% YoY
13.22
10.99 – 15.45
+6.6% YoY
14.76
14.32 – 15.11
+11.6% YoY
15.10
14.64 – 15.45
+2.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-28 B of A Securities Underperform Underperform Maintain
2026-04-13 TD Cowen Hold Buy Upgrade
2026-04-10 Morgan Stanley Equal Weight Equal Weight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 4/5 5/5 4/5 1/5 3/5 2/5
2026-05-27 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-26 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-22 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-21 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-20 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-19 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-18 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-15 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-14 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-13 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-12 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-11 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-08 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-07 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-06 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-05 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-04 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-01 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-30 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-29 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-27 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-24 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-23 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-22 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-21 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-20 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-17 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-16 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-15 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-14 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-13 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-10 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
954.69M
OE per share TTM
5.43
Owner's Yield
3.96%
Maintenance CapEx ratio
203.31%
Maint CapEx / Avg PPE
78.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1,088
Total invested
21.39B
Insider transactions (90d)
20
Beneficial owners (>5%)
38
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Robert Sands 29.50M 16.00% 8.6K 1.44M 8.6K 29.49M IN 2022-11-14
2 Richard Sands 29.13M 15.80% 1.08M 29.13M IN 2022-11-14
3 Astra Legacy LLC 28.05M 15.20% 28.05M CO 2022-11-14
4 WildStar Partners LLC 28.05M 15.20% 28.05M CO 2022-11-14
5 The Vanguard Group - 23-1945930 12.29M 7.48% 251.9K 11.65M 642.4K IA 2022-02-09
6 (1) BlackRock, Inc. 11.61M 7.10% 10.35M 11.61M HC Delaware 2022-02-01
7 Eric W. Mandelblatt 11.14M 6.50% 11.14M 11.14M HC, IN Delaware 2017-02-27
8 Soroban Capital GP LLC 11.14M 6.50% 11.14M 11.14M OO Delaware 2017-02-27
9 Soroban Capital Partners GP LLC 11.14M 6.50% 11.14M 11.14M OO Delaware 2017-02-27
10 Soroban Capital Partners LP 11.14M 6.50% 11.14M 11.14M IA, PN Delaware 2017-02-27
11 Abigail P. Johnson 10.30M 5.95% 10.30M IN United States of America 2016-02-12
12 FMR LLC 10.30M 5.95% 612.4K 10.30M HC Delaware 2016-02-12
13 Zachary Stern 9.34M 5.10% 33.4K 41.3K 33.4K 9.31M IN 2022-11-14
14 Abigail Bennett 9.30M 5.00% 37.4K 37.4K 9.26M IN 2022-11-14
15 A&Z 2015 Business Holdings LP 9.26M 5.00% 9.26M 9.26M PN 2022-11-14
16 Capital Research Global Investors ** 9.10M 5.40% 9.10M 9.10M IA 2020-02-14
17 RES Business Holdings LP 5.30M 2.90% 5.30M 5.30M PN 2022-11-14
18 JPMorgan Chase & Co. 4.72M 2.70% 4.06M 88.9K 4.68M 37.9K HC Delaware 2015-10-26
19 RSS Business Holdings LP 4.52M 2.40% 4.52M 4.52M PN 2022-11-14
20 Melvin Capital Management LP 2.72M 1.63% 2.72M 2.72M IA Delaware, USA 2019-02-14
21 SER Business Holdings LP 2.69M 1.50% 2.69M 2.69M PN 2022-11-14
22 SSR Business Holdings LP 2.16M 1.20% 2.16M 2.16M PN 2022-11-14
23 RSS 2015 Business Holdings LP 1.41M 0.80% 1.41M 1.41M PN 2022-11-14
24 RCT 2015 Business Holdings LP 1.35M 0.70% 1.35M 1.35M PN 2022-11-14
25 RHT 2015 Business Holdings LP 1.35M 0.70% 1.35M 1.35M PN 2022-11-14
26 Sands Family Foundation 818.2K 0.40% 818.2K 818.2K CO 2022-11-14
27 RCT 2020 Investments LLC 675.0K 0.40% 675.0K 675.0K CO 2022-11-14
28 RSS Master LLC 550.2K 0.30% 550.2K 550.2K CO 2022-11-14
29 RES Master LLC 187.2K 0.10% 187.2K 187.2K CO 2022-11-14
30 LES Lauren Holdings LLC 80.6K 0.00% 80.6K 80.6K CO 2022-11-14
31 MES Mackenzie Holdings LLC 74.1K 0.00% 74.1K 74.1K CO 2022-11-14
32 NSDT 2009 STZ LLC 20.7K 0.00% 20.7K 20.7K CO 2022-11-14
33 NSDT 2011 STZ LLC 20.6K 0.00% 20.6K 20.6K CO 2022-11-14
34 SSR Business Management LLC 158.00 0.00% 158.00 158.00 CO 2022-11-14
35 RSS Business Management LLC 156.00 0.00% 156.00 156.00 CO 2022-11-14
36 MAS Business Holdings LP 100.00 0.00% 100.00 100.00 PN 2022-11-14
37 95-1411037 13.00 5.70% 10.34M 10.41M IA Delaware 2024-11-13
38 The Marilyn Sands Master Trust 0.00% OO 2022-11-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
1,088
-6 vs prev Q
New positions
138
Closed positions
138
Increased
522
Reduced
344
Put/Call ratio
0.96
Calls held
3.49M
Puts held
3.36M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 17.86M -338.3K (-1.9%) 2.46B +13.2M (+0.5%) 10.24% -0.116 pp 0.04% -0.001 pp USD126.29 +9.2% 84 qtrs
2 BERKSHIRE HATHAWAY INC 13.00M -400.0K (-3.0%) 1.79B -11.1M (-0.6%) 7.45% -0.172 pp 0.65% -0.021 pp USD197.09 -30.0% 5 qtrs
3 BLACKROCK, INC. 10.87M +244.2K (+2.3%) 1.50B +68.6M (+4.8%) 6.23% +0.185 pp 0.03% +0.000 pp USD252.14 -45.3% 6 qtrs
4 CAPITAL WORLD INVESTORS 7.24M +554.0K (+8.3%) 998.74M +98.5M (+10.9%) 4.15% +0.346 pp 0.14% +0.013 pp USD213.80 -35.5% 43 qtrs
5 STATE STREET CORP 6.91M +329.3K (+5.0%) 953.49M +67.1M (+7.6%) 3.96% +0.217 pp 0.03% +0.001 pp USD104.20 +32.4% 51 qtrs
6 CAPITAL INTERNATIONAL INVESTORS 6.44M +2.1M (+48.5%) 888.93M +304.8M (+52.2%) 3.69% +1.225 pp 0.14% +0.045 pp USD204.08 -32.4% 23 qtrs
7 WELLINGTON MANAGEMENT GROUP LLP 6.02M +739.4K (+14.0%) 830.33M +119.4M (+16.8%) 3.45% +0.446 pp 0.15% +0.021 pp USD186.13 -25.9% 40 qtrs
8 FMR LLC 4.03M -68.0K (-1.7%) 556.45M +4.1M (+0.7%) 2.31% -0.022 pp 0.03% 0.000 pp USD193.56 -28.7% 70 qtrs
9 GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 3.86M +153.1K (+4.1%) 533.08M +33.3M (+6.7%) 2.21% +0.104 pp 1.36% -0.047 pp USD209.98 -34.3% 19 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 3.74M +54.2K (+1.5%) 513.87M +19.7M (+4.0%) 2.14% +0.047 pp 0.03% +0.000 pp USD144.78 -4.7% 78 qtrs
11 HARRIS ASSOCIATES L P 3.23M +1.2M (+57.8%) 446.18M +170.2M (+61.7%) 1.85% +0.688 pp 0.56% +0.122 pp USD162.20 -14.9% 4 qtrs
12 AMERIPRISE FINANCIAL INC 2.89M -232.8K (-7.4%) 399.24M -21.8M (-5.2%) 1.66% -0.120 pp 0.09% -0.007 pp USD155.29 -11.2% 55 qtrs
13 MORGAN STANLEY 2.73M -35.3K (-1.3%) 375.97M +4.2M (+1.1%) 1.56% -0.009 pp 0.02% 0.000 pp USD237.16 -41.8% 51 qtrs
14 VAN ECK ASSOCIATES CORP 2.40M +237.1K (+11.0%) 330.73M +39.8M (+13.7%) 1.37% +0.145 pp 0.27% +0.003 pp USD187.28 -26.3% 24 qtrs
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.13M +106.5K (+5.3%) 293.77M +21.4M (+7.8%) 1.22% +0.070 pp 0.05% +0.002 pp USD188.34 -26.7% 100 qtrs
16 NORGES BANK 1.94M +1.9M (+100.0%) 267.80M +267.8M (+100.0%) 1.11% +1.112 pp 0.03% +0.029 pp USD137.96 +0.0% 1 qtrs NEW
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.84M -748.4K (-28.9%) 253.63M -94.7M (-27.2%) 1.05% -0.418 pp 0.03% -0.011 pp USD171.66 -19.6% 51 qtrs
18 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.79M +122.9K (+7.4%) 246.54M +22.4M (+10.0%) 1.02% +0.078 pp 0.74% +0.044 pp USD155.47 -11.3% 3 qtrs
19 DIMENSIONAL FUND ADVISORS LP 1.74M -116.6K (-6.3%) 239.83M -10.0M (-4.0%) 1.00% -0.059 pp 0.05% -0.003 pp USD197.72 -30.2% 51 qtrs
20 INVESCO LTD. 1.73M +265.6K (+18.2%) 238.09M +41.4M (+21.1%) 0.99% +0.158 pp 0.04% +0.006 pp USD203.27 -32.1% 57 qtrs
21 GOLDMAN SACHS GROUP INC 1.43M +750.6K (+110.7%) 197.07M +105.8M (+115.9%) 0.82% +0.433 pp 0.02% +0.013 pp USD159.85 -13.7% 73 qtrs
22 POINT72 ASSET MANAGEMENT, L.P. 1.41M +1.2M (+543.4%) 194.15M +164.7M (+559.1%) 0.81% +0.682 pp 0.22% +0.168 pp USD137.45 +0.4% 2 qtrs
23 NORTHERN TRUST CORP 1.33M +9.2K (+0.7%) 183.79M +5.6M (+3.2%) 0.76% +0.011 pp 0.02% +0.001 pp USD112.44 +22.7% 51 qtrs
24 JPMORGAN CHASE & CO 1.31M -500.8K (-27.7%) 180.28M -63.1M (-25.9%) 0.75% -0.279 pp 0.01% -0.003 pp USD205.16 -32.8% 51 qtrs
25 BANK OF AMERICA CORP /DE/ 1.28M -83.5K (-6.1%) 176.83M -7.0M (-3.8%) 0.73% -0.042 pp 0.01% +0.000 pp USD192.52 -28.3% 52 qtrs
26 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.27M +200.6K (+18.8%) 175.03M +31.2M (+21.7%) 0.73% +0.120 pp 0.10% +0.012 pp USD169.56 -18.6% 24 qtrs
27 HOLOCENE ADVISORS, LP 1.16M +1.1M (+1,698.2%) 159.54M +150.9M (+1,742.2%) 0.66% +0.626 pp 0.34% +0.315 pp USD139.15 -0.9% 3 qtrs
28 UBS GROUP AG 1.10M -224.6K (-16.9%) 151.89M -26.6M (-14.9%) 0.63% -0.123 pp 0.02% -0.003 pp USD194.74 -29.2% 45 qtrs
29 UBS ASSET MANAGEMENT AMERICAS INC 1.01M +64.0K (+6.7%) 140.01M +12.0M (+9.3%) 0.58% +0.041 pp 0.03% +0.002 pp USD189.16 -27.1% 90 qtrs
30 BANK OF NEW YORK MELLON CORP 1.00M +110.6K (+12.4%) 138.31M +18.2M (+15.1%) 0.57% +0.067 pp 0.02% +0.001 pp USD98.07 +40.7% 66 qtrs
31 DEUTSCHE BANK AG\ 968.6K +61.6K (+6.8%) 133.62M +11.5M (+9.4%) 0.56% +0.039 pp 0.04% +0.003 pp USD209.06 -34.0% 50 qtrs
32 CITADEL ADVISORS LLC 929.4K -203.3K (-17.9%) 128.22M -24.3M (-15.9%) 0.53% -0.112 pp 0.02% -0.004 pp USD174.25 -20.8% 38 qtrs
33 SQUAREPOINT OPS LLC 881.4K -18.6K (-2.1%) 121.60M +394.9K (+0.3%) 0.51% -0.007 pp 0.13% +0.008 pp USD149.26 -7.6% 12 qtrs
34 NORDEA INVESTMENT MANAGEMENT AB 867.8K +49.6K (+6.1%) 120.30M +10.0M (+9.1%) 0.50% +0.032 pp 0.10% +0.007 pp USD177.28 -22.2% 81 qtrs
35 ARISTOTLE CAPITAL MANAGEMENT, LLC 836.2K -1.8M (-68.4%) 115.38M -241.3M (-67.6%) 0.48% -1.027 pp 0.23% -0.458 pp USD250.86 -45.0% 17 qtrs
36 LEGAL & GENERAL GROUP PLC 782.6K +6.5K (+0.8%) 107.97M +3.4M (+3.3%) 0.45% +0.007 pp 0.02% +0.001 pp USD138.50 -0.4% 75 qtrs
37 PACER ADVISORS, INC. 751.5K -187.0K (-19.9%) 103.67M -22.7M (-18.0%) 0.43% -0.103 pp 0.26% -0.053 pp USD159.72 -13.6% 41 qtrs
38 ILEX CAPITAL PARTNERS (UK) LLP 675.6K +670.6K (+13,534.5%) 93.20M +92.5M (+13,867.6%) 0.39% +0.384 pp 2.63% +2.609 pp USD137.94 +0.0% 4 qtrs
39 ROYAL BANK OF CANADA 654.8K -589.2K (-47.4%) 90.34M -77.2M (-46.1%) 0.38% -0.332 pp 0.01% -0.013 pp USD218.22 -36.8% 51 qtrs
40 TUDOR INVESTMENT CORP ET AL 623.9K +5.0K (+0.8%) 86.07M +2.7M (+3.3%) 0.36% +0.006 pp 0.16% +0.016 pp USD147.50 -6.5% 14 qtrs
41 PZENA INVESTMENT MANAGEMENT LLC 589.9K +589.9K (+100.0%) 81.38M +81.4M (+100.0%) 0.34% +0.338 pp 0.24% +0.244 pp USD137.96 +0.0% 1 qtrs NEW
42 EMPYREAN CAPITAL PARTNERS, LP 586.7K +135.7K (+30.1%) 80.94M +20.2M (+33.3%) 0.34% +0.080 pp 2.82% +0.382 pp USD135.43 +1.9% 2 qtrs
43 JANUS HENDERSON GROUP PLC 554.1K -71.9K (-11.5%) 76.45M -7.9M (-9.3%) 0.32% -0.039 pp 0.03% -0.004 pp USD212.54 -35.1% 70 qtrs
44 JANE STREET GROUP, LLC 535.9K -300.1K (-35.9%) 73.93M -38.7M (-34.3%) 0.31% -0.168 pp 0.01% -0.006 pp USD154.95 -11.0% 6 qtrs
45 LSV ASSET MANAGEMENT 495.2K +250.0K (+102.0%) 68.32M +35.3M (+106.9%) 0.28% +0.144 pp 0.15% +0.076 pp USD136.33 +1.2% 2 qtrs
46 WELLS FARGO & COMPANY/MN 413.1K -161.5K (-28.1%) 57.00M -20.4M (-26.3%) 0.24% -0.090 pp 0.01% -0.004 pp USD140.74 -2.0% 57 qtrs
47 SWISS NATIONAL BANK 408.4K -23.5K (-5.4%) 56.34M -1.8M (-3.1%) 0.23% -0.012 pp 0.03% 0.000 pp USD154.22 -10.5% 51 qtrs
48 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 401.0K -70.6K (-15.0%) 55.33M -8.2M (-12.9%) 0.23% -0.038 pp 0.02% -0.002 pp USD157.40 -12.4% 49 qtrs
49 FIL LTD 398.0K +13.0K (+3.4%) 54.91M +3.1M (+5.9%) 0.23% +0.009 pp 0.04% +0.000 pp USD134.78 +2.4% 2 qtrs
50 THOMPSON SIEGEL & WALMSLEY LLC 362.8K +39.0K (+12.0%) 50.05M +6.4M (+14.8%) 0.21% +0.024 pp 0.84% +0.135 pp USD135.02 +2.2% 2 qtrs
51 AMUNDI 358.3K -102.3K (-22.2%) 49.43M -14.5M (-22.6%) 0.21% -0.057 pp 0.01% -0.007 pp USD228.22 -39.5% 19 qtrs
52 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 350.8K -36.3K (-9.4%) 48.40M -3.7M (-7.2%) 0.20% -0.019 pp 0.03% -0.004 pp USD194.25 -29.0% 58 qtrs
53 BARCLAYS PLC 318.4K -231.6K (-42.1%) 43.92M -97.8M (-69.0%) 0.18% -0.130 pp 0.01% -0.026 pp USD194.52 -29.1% 51 qtrs
54 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 310.8K +23.0K (+8.0%) 43.88M +5.1M (+13.2%) 0.18% +0.014 pp 0.03% +0.002 pp USD238.32 -42.1% 58 qtrs
55 SUMITOMO MITSUI TRUST HOLDINGS, INC. 312.0K -21.0K (-6.3%) 43.05M -1.8M (-4.0%) 0.18% -0.011 pp 0.03% -0.001 pp USD109.45 +26.0% 59 qtrs
56 CAPITAL FUND MANAGEMENT S.A. 306.9K +135.3K (+78.8%) 42.34M +19.2M (+83.2%) 0.18% +0.078 pp 0.12% +0.057 pp USD157.78 -12.6% 4 qtrs
57 NUVEEN, LLC 299.6K +1.2K (+0.4%) 41.33M +1.1M (+2.9%) 0.17% +0.002 pp 0.01% +0.000 pp USD183.34 -24.8% 4 qtrs
58 NATIONAL PENSION SERVICE 295.0K +27.4K (+10.3%) 40.70M +4.7M (+12.9%) 0.17% +0.017 pp 0.03% +0.002 pp USD182.57 -24.4% 46 qtrs
59 CITIGROUP INC 292.6K -37.8K (-11.4%) 40.37M -4.1M (-9.3%) 0.17% -0.020 pp 0.02% -0.002 pp USD184.81 -25.4% 101 qtrs
60 RHUMBLINE ADVISERS 286.0K -13.6K (-4.5%) 39.46M -891.7K (-2.2%) 0.16% -0.007 pp 0.03% -0.001 pp USD115.68 +19.3% 51 qtrs
61 HSBC HOLDINGS PLC 269.3K -19.4K (-6.7%) 37.20M -1.7M (-4.3%) 0.15% -0.010 pp 0.02% -0.003 pp USD219.27 -37.1% 56 qtrs
62 FIRST TRUST ADVISORS LP 267.7K -46.6K (-14.8%) 36.94M -5.4M (-12.8%) 0.15% -0.025 pp 0.03% -0.005 pp USD142.36 -3.1% 51 qtrs
63 BNP PARIBAS ARBITRAGE, SNC 261.6K -8.0K (-3.0%) 36.09M -210.2K (-0.6%) 0.15% -0.003 pp 0.02% -0.003 pp USD242.26 -43.1% 51 qtrs
64 WALLEYE CAPITAL LLC 259.0K +151.4K (+140.7%) 35.73M +21.2M (+146.6%) 0.15% +0.087 pp 0.11% +0.055 pp USD152.07 -9.3% 12 qtrs
65 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 250.5K +5.2K (+2.1%) 34.56M +1.5M (+4.6%) 0.14% +0.004 pp 0.18% +0.005 pp USD218.89 -37.0% 13 qtrs
66 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 247.6K -5.4K (-2.1%) 34.16M +85.5K (+0.3%) 0.14% -0.002 pp 0.03% -0.001 pp USD113.34 +21.7% 52 qtrs
67 CAMBIAR INVESTORS LLC 246.8K +19.6K (+8.6%) 34.04M +3.4M (+11.3%) 0.14% +0.012 pp 1.52% +0.130 pp USD206.60 -33.2% 17 qtrs
68 RAYMOND JAMES FINANCIAL INC 246.6K -73.6K (-23.0%) 34.03M -9.1M (-21.1%) 0.14% -0.041 pp 0.01% -0.003 pp USD198.94 -30.7% 5 qtrs
69 HOOK MILL CAPITAL PARTNERS, LP 242.2K +25.2K (+11.6%) 33.41M +4.2M (+14.3%) 0.14% +0.015 pp 3.15% +0.475 pp USD157.40 -12.4% 3 qtrs
70 MARSHALL WACE, LLP 241.0K -788.6K (-76.6%) 33.25M -105.4M (-76.0%) 0.14% -0.448 pp 0.03% -0.110 pp USD137.09 +0.6% 48 qtrs
71 DIAMOND HILL CAPITAL MANAGEMENT INC 230.3K -11.9K (-4.9%) 31.77M -845.7K (-2.6%) 0.13% -0.006 pp 0.16% +0.008 pp USD168.52 -18.1% 32 qtrs
72 GOTHAM ASSET MANAGEMENT, LLC 217.3K +108.3K (+99.4%) 29.97M +15.3M (+104.3%) 0.12% +0.063 pp 0.11% +0.046 pp USD154.68 -10.8% 33 qtrs
73 ENVESTNET ASSET MANAGEMENT INC 212.9K -80.7K (-27.5%) 29.37M -10.2M (-25.7%) 0.12% -0.045 pp 0.01% -0.003 pp USD233.53 -40.9% 51 qtrs
74 PRICE T ROWE ASSOCIATES INC /MD/ 211.1K -1.6K (-0.7%) 29.13M +483.0K (+1.7%) 0.12% +0.000 pp 0.00% +0.000 pp USD227.18 -39.3% 75 qtrs
75 D. E. SHAW & CO., INC. 202.4K +60.5K (+42.6%) 27.92M +8.8M (+46.1%) 0.12% +0.035 pp 0.02% +0.005 pp USD157.71 -12.5% 4 qtrs
76 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 200.5K -173.0K (-46.3%) 27.67M -22.6M (-45.0%) 0.11% -0.098 pp 0.07% -0.086 pp USD157.28 -12.3% 16 qtrs
77 AMERICAN CENTURY COMPANIES INC 194.6K +15.0K (+8.3%) 26.84M +2.7M (+11.0%) 0.11% +0.009 pp 0.01% +0.001 pp USD154.78 -10.9% 51 qtrs
78 OLD REPUBLIC INTERNATIONAL CORP 193.5K +84.0K (+76.7%) 26.70M +11.9M (+81.0%) 0.11% +0.049 pp 1.08% +0.532 pp USD136.10 +1.4% 2 qtrs
79 MANE GLOBAL CAPITAL MANAGEMENT LP 186.2K +186.2K (+100.0%) 25.69M +25.7M (+100.0%) 0.11% +0.107 pp 1.38% +1.380 pp USD137.96 +0.0% 1 qtrs NEW
80 CAPITAL INTERNATIONAL, INC./CA/ 185.5K +60.2K (+48.1%) 25.59M +8.7M (+51.7%) 0.11% +0.035 pp 0.20% +0.066 pp USD179.89 -23.3% 23 qtrs
81 AVIVA PLC 182.8K +46.9K (+34.5%) 25.21M +6.9M (+37.8%) 0.10% +0.028 pp 0.04% +0.009 pp USD205.75 -32.9% 51 qtrs
82 TREDJE AP-FONDEN 182.7K -30.0K (-14.1%) 25.21M -3.4M (-12.0%) 0.10% -0.016 pp 0.19% -0.040 pp USD207.38 -33.5% 18 qtrs
83 STIFEL FINANCIAL CORP 179.8K -42.6K (-19.2%) 24.81M -5.1M (-17.2%) 0.10% -0.024 pp 0.02% -0.005 pp USD200.68 -31.3% 48 qtrs
84 VAUGHAN DAVID INVESTMENTS LLC/IL 177.0K +7.8K (+4.6%) 24.43M +1.6M (+7.1%) 0.10% +0.005 pp 0.53% +0.040 pp USD230.34 -40.1% 17 qtrs
85 MILLENNIUM MANAGEMENT LLC 173.9K +61.8K (+55.1%) 23.99M +8.9M (+58.9%) 0.10% +0.036 pp 0.01% +0.004 pp USD162.93 -15.3% 14 qtrs
86 AQR CAPITAL MANAGEMENT LLC 172.5K +24.9K (+16.8%) 23.80M +3.9M (+19.7%) 0.10% +0.015 pp 0.01% 0.000 pp USD211.28 -34.7% 68 qtrs
87 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 166.1K -27.5K (-14.2%) 22.91M -3.2M (-12.1%) 0.10% -0.015 pp 0.05% -0.010 pp USD184.12 -25.1% 57 qtrs
88 ALLIANCEBERNSTEIN L.P. 161.7K +20.2K (+14.3%) 22.31M +3.3M (+17.1%) 0.09% +0.012 pp 0.01% +0.001 pp USD213.51 -35.4% 61 qtrs
89 LPL FINANCIAL LLC 156.6K +4.7K (+3.1%) 21.60M +1.2M (+5.6%) 0.09% +0.003 pp 0.01% 0.000 pp USD204.32 -32.5% 51 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.87
Neutral
Ratio by volume
3.00
Bullish
Buys
34
Sells
39
Shares acquired
615.4K
Shares disposed
43.2K
Cash buys
Cash sales
2.00
Net activity
+572,143
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-20 Flatley Edith Morgan Director A-Award A Restricted Stock Units 187 0.00 187 D
2026-05-12 Bourdeau James O. Officer S-Sale D Class A Common Stock 4,407 143.24 631.3K 9,109 D
2026-05-01 Sabia James A. Jr. Officer M-Exempt D Restricted Stock Units 860 0.00 860 D
2026-05-01 Monteiro Mallika Officer M-Exempt D Restricted Stock Units 306 0.00 306 D
2026-05-01 McGrew Michael Officer M-Exempt A Class A Common Stock 1,370 0.00 4,834 D
2026-05-01 LaBarge Jeffrey H. Officer Restricted Stock Units 1,606 0.00 0 D
2026-05-01 Hankinson Garth Officer M-Exempt D Restricted Stock Units 1,368 0.00 0 D
2026-05-01 Glaetzer Samuel J Officer M-Exempt D Restricted Stock Units 583 0.00 583 D
2026-05-01 Erickson Paula Kristine Officer M-Exempt D Restricted Stock Units 1,800 0.00 3,596 D
2026-05-01 Bourdeau James O. Officer M-Exempt A Class A Common Stock 4,074 0.00 15,624 D
2026-04-27 Hernandez Ernesto M Director S-Sale D Class A Common Stock 2,000 153.92 307.8K 2,582 D
2026-04-24 Sabia James A. Jr. Officer A-Award A Restricted Stock Units 7,372 0.00 7,372 D
2026-04-24 Monteiro Mallika Officer A-Award A Restricted Stock Units 2,885 0.00 2,885 D
2026-04-24 McGrew Michael Officer A-Award A Restricted Stock Units 1,763 0.00 1,763 D
2026-04-24 LaBarge Jeffrey H. Officer A-Award A Restricted Stock Units 4,808 0.00 4,808 D
2026-04-24 Hankinson Garth Officer A-Award A Restricted Stock Units 8,334 0.00 8,334 D
2026-04-24 Glaetzer Samuel J Officer A-Award A Restricted Stock Units 5,289 0.00 5,289 D
2026-04-24 Fink Nicholas I. Director / Officer A-Award A Restricted Stock Units 35,257 0.00 35,257 D
2026-04-24 Erickson Paula Kristine Officer A-Award A Restricted Stock Units 3,526 0.00 3,526 D
2026-04-14 Fink Nicholas I. Director / Officer A-Award A Non-Qualified Stock Option (right to buy) 415,295 164.50 68.32M 415,295 D
2026-04-07 Sabia James A. Jr. Officer A-Award A Performance Share Units 1,375 0.00 1,375 D
2026-04-07 Newlands William A Director / Officer A-Award A Performance Share Units 7,430 0.00 7,430 D
2026-04-07 Monteiro Mallika Officer A-Award A Performance Share Units 990 0.00 990 D
2026-04-07 McGrew Michael Officer A-Award A Performance Share Units 757 0.00 757 D
2026-04-07 LaBarge Jeffrey H. Officer A-Award A Performance Share Units 127 0.00 127 D
2026-04-07 Hankinson Garth Officer A-Award A Performance Share Units 2,281 0.00 2,281 D
2026-04-07 Glaetzer Samuel J Officer A-Award A Performance Share Units 192 0.00 192 D
2026-04-07 Bourdeau James O. Officer A-Award A Performance Share Units 1,899 0.00 1,899 D
2026-03-01 LaBarge Jeffrey H. Officer Class A Common Stock 0 0.00 4,390 D
2026-02-17 Glaetzer Samuel J Officer S-Sale D Class A Common Stock 555 153.78 85.3K 2,615 D
2025-07-15 Zaramella Luca Director A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 SANDS ROBERT Director / 10% Owner A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 SANDS RICHARD Director / 10% Owner A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 Madero Garza Jose Manuel Director A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 MCCARTHY DANIEL J Director A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 Hernandez Ernesto M Director A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 Hankinson Garth Officer A-Award A Restricted Stock Units 7,531 0.00 7,531 D
2025-07-15 GILES WILLIAM T Director A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 Fink Nicholas I. Director A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 Daniels Jennifer Director A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 Clark Christy Director A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-15 Baldwin Christopher J Director A-Award A Restricted Stock Units 1,114 0.00 1,114 D
2025-07-10 Zaramella Luca Director M-Exempt A Class A Common Stock 503 0.00 966 D
2025-07-10 SANDS ROBERT Director / 10% Owner M-Exempt D Restricted Stock Units 503 0.00 0 D
2025-07-10 SANDS RICHARD Director / 10% Owner M-Exempt D Restricted Stock Units 503 0.00 0 D
2025-07-10 Madero Garza Jose Manuel Director F-InKind D Class A Common Stock 143 172.12 24.6K 2,079 D
2025-07-10 MCCARTHY DANIEL J Director M-Exempt D Restricted Stock Units 503 0.00 0 D
2025-07-10 Hernandez Ernesto M Director M-Exempt D Restricted Stock Units 503 0.00 0 D
2025-07-10 GILES WILLIAM T Director M-Exempt A Class A Common Stock 503 0.00 1,966 D
2025-07-10 Fink Nicholas I. Director M-Exempt D Restricted Stock Units 503 0.00 0 D
2025-07-10 Daniels Jennifer Director M-Exempt D Restricted Stock Units 503 0.00 0 D
2025-07-10 Clark Christy Director M-Exempt D Restricted Stock Units 503 0.00 0 D
2025-07-10 Baldwin Christopher J Director M-Exempt A Class A Common Stock 503 0.00 2,711 D
2025-07-08 Baldwin Christopher J Director P-Purchase A Class A Common Stock 1,000 169.62 169.6K 2,208 D
2025-07-07 Baldwin Christopher J Director P-Purchase A Class A Common Stock 1,000 171.27 171.3K 1,208 D
2025-05-31 WSP Holdings Trust 10% Owner Class A Common Stock 0 0.00 20,428,521 I
2025-05-31 SANDS ROBERT Director / 10% Owner J-Other D Class A Common Stock 20,428,521 0.00 0 I
2025-05-31 SANDS RICHARD Director / 10% Owner J-Other D Class A Common Stock 20,428,521 0.00 0 I
2025-05-31 Robert Sands Master Trust 10% Owner J-Other D Class A Common Stock 20,428,521 0.00 0 I
2025-05-31 Richard Sands Master Trust 10% Owner J-Other D Class A Common Stock 20,428,521 0.00 0 I
2025-05-13 Glaetzer Samuel J Officer S-Sale D Class A Common Stock 3,150 188.54 593.9K 3,126 D
2025-05-01 Sabia James A. Jr. Officer M-Exempt D Restricted Stock Units 314 0.00 0 D
2025-05-01 Newlands William A Director / Officer M-Exempt D Restricted Stock Units 1,652 0.00 0 D
2025-05-01 Monteiro Mallika Officer F-InKind D Class A Common Stock 523 185.44 97.0K 6,526 D
2025-05-01 McGrew Michael Officer M-Exempt A Class A Common Stock 1,019 0.00 2,831 D
2025-05-01 Hankinson Garth Officer M-Exempt D Restricted Stock Units 450 0.00 0 D
2025-05-01 Glaetzer Samuel J Officer F-InKind D Class A Common Stock 626 185.44 116.1K 6,276 D
2025-05-01 Bourdeau James O. Officer M-Exempt A Class A Common Stock 3,350 0.00 11,327 D
2025-04-25 Sabia James A. Jr. Officer A-Award A Restricted Stock Units 6,070 0.00 6,070 D
2025-04-25 Newlands William A Director / Officer A-Award A Restricted Stock Units 28,325 0.00 28,325 D
2025-04-25 Monteiro Mallika Officer A-Award A Restricted Stock Units 2,159 0.00 2,159 D
2025-04-25 McGrew Michael Officer A-Award A Restricted Stock Units 1,403 0.00 1,403 D
2025-04-25 LaBarge Jeffrey H. Officer Non-Qualified Stock Option (right to buy) 922 261.71 241.3K 0 D
2025-04-25 Hankinson Garth Officer A-Award A Restricted Stock Units 6,744 0.00 6,744 D
2025-04-25 Glaetzer Samuel J Officer A-Award A Restricted Stock Units 4,114 0.00 4,114 D
2025-04-25 Erickson Paula Kristine Officer A-Award A Restricted Stock Units 5,396 0.00 5,396 D
2025-04-25 Bourdeau James O. Officer A-Award A Restricted Stock Units 4,856 0.00 4,856 D
2025-04-21 Erickson Paula Kristine Officer 0 0.00 0
2025-01-17 GILES WILLIAM T Director P-Purchase A Class A Common Stock 1,000 186.39 186.4K 1,463 D
2024-11-20 WildStar Partners LLC 10% Owner S-Sale D Class A Common Stock 660 241.00 159.1K 1,736,884 I
2024-11-20 SER Business Holdings LP 10% Owner S-Sale D Class A Common Stock 660 241.00 159.1K 1,736,884 D
2024-11-20 SANDS ROBERT Director / 10% Owner S-Sale D Class A Common Stock 660 241.00 159.1K 20,428,521 I
2024-11-20 SANDS RICHARD Director / 10% Owner S-Sale D Class A Common Stock 660 241.00 159.1K 20,428,521 I
2024-11-14 Sabia James A. Jr. Officer M-Exempt D Non-Qualified Stock Option (right to buy) 16,065 153.02 2.46M 0 D
2024-11-14 Newlands William A Director / Officer C-Conversion D Class 1 (convertible) Common Stock 25,000 0.00 0 D
2024-11-13 ZMSS Business Holdings LP 10% Owner S-Sale D Class A Common Stock 59,637 240.38 14.34M 3,306,078 D
2024-11-13 WildStar Partners LLC 10% Owner S-Sale D Class A Common Stock 59,637 240.38 14.34M 3,306,078 I
2024-11-13 STERN ZACHARY M 10% Owner S-Sale D Class A Common Stock 59,637 240.38 14.34M 3,306,078 I
2024-11-13 SANDS ROBERT Director / 10% Owner S-Sale D Class A Common Stock 59,637 240.38 14.34M 20,429,181 I
2024-11-13 SANDS RICHARD Director / 10% Owner S-Sale D Class A Common Stock 59,637 240.38 14.34M 20,429,181 I
2024-11-13 Carey Kaneenat Kristann Officer S-Sale D Class A Common Stock 330 239.00 78.9K 2,391 D
2024-10-29 Newlands William A Director / Officer S-Sale D Class A Common Stock 7,426 237.24 1.76M 7,274 D
2024-10-16 SANDS ROBERT Director / 10% Owner S-Sale D Class A Common Stock 48,328 242.00 11.70M 502,675 I
2024-10-16 Robert Sands Master Trust 10% Owner S-Sale D Class A Common Stock 62,923 242.53 15.26M 439,752 I
2024-10-14 Glaetzer Samuel J Officer M-Exempt D Non-Qualified Stock Option (right to buy) 500 172.09 86.0K 1,659 D
2024-10-07 Hermida Yuri Officer A-Award A Non-Qualified Stock Option (right to buy) 4,137 243.07 1.01M 4,137 D
2024-10-01 Hermida Yuri Officer 0 0.00 0
2024-08-09 Hankinson Garth Officer C-Conversion D Class 1 (convertible) Common Stock 20,097 0.00 0
2024-08-08 Hankinson Garth Officer M-Exempt A Class 1 (convertible) Common Stock 2,439 0.00 2,439
2024-07-26 MCCARTHY DANIEL J Director M-Exempt A Class 1 (convertible) Common Stock 1,391 0.00 1,391
2024-07-17 Zaramella Luca Director A-Award A Restricted Stock Units 503 0.00 503
2024-07-17 SCHMELING JUDY Director A-Award A Restricted Stock Units 503 0.00 503
2024-07-17 SANDS ROBERT Director / 10% Owner A-Award A Restricted Stock Units 503 0.00 503
2024-07-17 SANDS RICHARD Director / 10% Owner A-Award A Restricted Stock Units 503 0.00 503
2024-07-17 Madero Garza Jose Manuel Director A-Award A Restricted Stock Units 503 0.00 503
2024-07-17 MCCARTHY DANIEL J Director A-Award A Non-Qualified Stock Option (right to buy) 734 248.23 182.2K 734
2024-07-17 Hernandez Ernesto M Director A-Award A Non-Qualified Stock Option (right to buy) 734 248.23 182.2K 734
2024-07-17 GILES WILLIAM T Director A-Award A Non-Qualified Stock Option (right to buy) 734 248.23 182.2K 734
2024-07-17 Fink Nicholas I. Director A-Award A Restricted Stock Units 503 0.00 503
2024-07-17 Daniels Jennifer Director A-Award A Restricted Stock Units 503 0.00 503
2024-07-17 Clark Christy Director A-Award A Non-Qualified Stock Option (right to buy) 734 248.23 182.2K 734
2024-07-17 Baldwin Christopher J Director A-Award A Non-Qualified Stock Option (right to buy) 734 248.23 182.2K 734
2024-07-12 Carey Kaneenat Kristann Officer C-Conversion A Class A Common Stock 977 0.00 3,683
2024-07-10 Zaramella Luca Director M-Exempt D Restricted Stock Units 463 0.00 0
2024-07-10 SCHMELING JUDY Director M-Exempt D Restricted Stock Units 463 0.00 0
2024-07-10 SANDS ROBERT Director / 10% Owner M-Exempt A Class A Common Stock 463 0.00 9,063
2024-07-10 SANDS RICHARD Director / 10% Owner M-Exempt D Restricted Stock Units 463 0.00 0
2024-07-10 Madero Garza Jose Manuel Director F-InKind D Class A Common Stock 135 253.08 34.2K 1,719
2024-07-10 MCCARTHY DANIEL J Director M-Exempt D Restricted Stock Units 463 0.00 0
2024-07-10 Hernandez Ernesto M Director M-Exempt D Restricted Stock Units 463 0.00 0
2024-07-10 GILES WILLIAM T Director M-Exempt D Restricted Stock Units 463 0.00 0
2024-07-10 Fink Nicholas I. Director M-Exempt D Restricted Stock Units 463 0.00 0
2024-07-10 Daniels Jennifer Director M-Exempt A Class A Common Stock 463 0.00 2,888
2024-07-10 Clark Christy Director M-Exempt D Restricted Stock Units 463 0.00 0
2024-07-10 Baldwin Christopher J Director M-Exempt D Restricted Stock Units 208 0.00 0
2024-05-10 Newlands William A Director / Officer M-Exempt D Non-Qualified Stock Option (right to buy) 25,000 153.02 3.83M 76,208
2024-05-03 McGrew Michael Officer M-Exempt D Non-Qualified Stock Option (right to buy) 768 172.09 132.2K 0
2024-05-01 Sabia James A. Jr. Officer M-Exempt A Class A Common Stock 1,954 0.00 23,738
2024-05-01 Newlands William A Director / Officer M-Exempt A Class A Common Stock 11,141 0.00 21,125
2024-05-01 Monteiro Mallika Officer M-Exempt D Performance Share Units 411 0.00 0
2024-05-01 McGrew Michael Officer M-Exempt D Restricted Stock Units 454 0.00 907
2024-05-01 Hankinson Garth Officer M-Exempt D Performance Share Units 1,251 0.00 0
2024-05-01 Glaetzer Samuel J Officer M-Exempt D Restricted Stock Units 163 0.00 0
2024-05-01 Carey Kaneenat Kristann Officer M-Exempt D Restricted Stock Units 344 0.00 344
2024-05-01 Bourdeau James O. Officer M-Exempt D Restricted Stock Units 628 0.00 1,256
2024-04-25 Sabia James A. Jr. Officer A-Award A Restricted Stock Units 2,580 0.00 2,580
2024-04-25 Newlands William A Director / Officer A-Award A Restricted Stock Units 12,610 0.00 12,610
2024-04-25 Monteiro Mallika Officer A-Award A Restricted Stock Units 918 0.00 918
2024-04-25 McGrew Michael Officer A-Award A Restricted Stock Units 597 0.00 597
2024-04-25 Hankinson Garth Officer A-Award A Restricted Stock Units 2,637 0.00 2,637
2024-04-25 Glaetzer Samuel J Officer A-Award A Restricted Stock Units 1,749 0.00 1,749
2024-04-25 Carey Kaneenat Kristann Officer A-Award A Restricted Stock Units 1,147 0.00 1,147
2024-04-25 Bourdeau James O. Officer A-Award A Non-Qualified Stock Option (right to buy) 4,321 261.71 1.13M 4,321
2024-04-24 LaBarge Jeffrey H. Officer Non-Qualified Stock Option (right to buy) 914 224.38 205.1K 0 D
2024-04-24 Glaetzer Samuel J Officer D Non-Qualified Stock Option (right to buy) 1,387 224.38 311.2K 0
2024-04-19 Newlands William A Director / Officer S-Sale D Class A Common Stock 4,013 263.25 1.06M 5,395
2024-04-12 Sabia James A. Jr. Officer C-Conversion A Class A Common Stock 8,110 0.00 36,691
2024-04-09 Sabia James A. Jr. Officer A-Award A Performance Share Units 874 0.00 874
2024-04-09 Newlands William A Director / Officer A-Award A Performance Share Units 4,589 0.00 4,589
2024-04-09 Monteiro Mallika Officer A-Award A Performance Share Units 411 0.00 411
2024-04-09 McGrew Michael Officer A-Award A Performance Share Units 342 0.00 342
2024-04-09 Hankinson Garth Officer A-Award A Performance Share Units 1,251 0.00 1,251
2024-04-09 Glaetzer Samuel J Officer A-Award A Performance Share Units 292 0.00 292
2024-04-09 Carey Kaneenat Kristann Officer A-Award A Performance Share Units 178 0.00 178
2024-04-09 Bourdeau James O. Officer A-Award A Performance Share Units 1,031 0.00 1,031
2024-03-11 Glaetzer Samuel J Officer D Class A Common Stock 0 0.00 4,160
2024-03-01 Baldwin Christopher J Director I Class A Common Stock 0 0.00 15
2024-01-18 Hanson Robert Lee Officer G-Gift D Class A Common Stock 198 0.00 11,716
2024-01-09 Sands Family Foundation 10% Owner S-Sale D Class A Common Stock 2,448 250.62 613.5K 48,985
2024-01-08 Sands Family Foundation 10% Owner S-Sale D Class A Common Stock 13,408 251.38 3.37M 54,461
2023-11-08 Sands Family Foundation 10% Owner S-Sale D Class A Common Stock 4,559 243.09 1.11M 409,077
2023-11-07 Sands Family Foundation 10% Owner S-Sale D Class A Common Stock 15,086 241.02 3.64M 666,706
2023-11-06 Sands Family Foundation 10% Owner S-Sale D Class A Common Stock 67,254 241.87 16.27M 750,900
2023-08-04 Hernandez Ernesto M Director C-Conversion A Class A Common Stock 5,086 0.00 8,735
2023-08-03 Bourdeau James O. Officer M-Exempt A Class 1 (convertible) Common Stock 4,554 0.00 4,554
2023-07-24 MCCARTHY DANIEL J Director M-Exempt A Class 1 (convertible) Common Stock 1,267 0.00 1,267
2023-07-21 Zaramella Luca Director A-Award A Restricted Stock Units 463 0.00 463
2023-07-21 SCHMELING JUDY Director A-Award A Restricted Stock Units 463 0.00 463
2023-07-21 SANDS ROBERT Director / 10% Owner A-Award A Restricted Stock Units 463 0.00 463
2023-07-21 SANDS RICHARD Director / 10% Owner A-Award A Restricted Stock Units 463 0.00 463
2023-07-21 Madero Garza Jose Manuel Director A-Award A Restricted Stock Units 463 0.00 463
2023-07-21 MCCARTHY DANIEL J Director A-Award A Restricted Stock Units 463 0.00 463
2023-07-21 Johnson Susan S Director A-Award A Restricted Stock Units 463 0.00 463
2023-07-21 Hernandez Ernesto M Director A-Award A Non-Qualified Stock Option (right to buy) 658 269.50 177.3K 658
2023-07-21 GILES WILLIAM T Director A-Award A Restricted Stock Units 463 0.00 463
2023-07-21 Fink Nicholas I. Director A-Award A Non-Qualified Stock Option (right to buy) 658 269.50 177.3K 658
2023-07-21 Daniels Jennifer Director A-Award A Non-Qualified Stock Option (right to buy) 658 269.50 177.3K 658
2023-07-21 Clark Christy Director A-Award A Non-Qualified Stock Option (right to buy) 658 269.50 177.3K 658
2023-07-20 Newlands William A Director / Officer M-Exempt D Non-Qualified Stock Option (right to buy) 20,527 172.09 3.53M 0
2023-07-20 Hanson Robert Lee Officer M-Exempt D Non-Qualified Stock Option (right to buy) 12,299 185.02 2.28M 0
2023-07-20 Hankinson Garth Officer S-Sale D Class A Common Stock 1,550 267.96 415.3K 9,491
2023-07-20 Carey Kaneenat Kristann Officer M-Exempt A Class 1 (convertible) Common Stock 2,029 0.00 2,029
2023-07-18 Zaramella Luca Director D Class A Common Stock 0 0.00 91
2023-07-18 GILES WILLIAM T Director 0 0.00 0
2023-07-10 SCHMELING JUDY Director M-Exempt A Class A Common Stock 469 0.00 5,822
2023-07-10 SANDS ROBERT Director / 10% Owner M-Exempt D Restricted Stock Units 326 0.00 0
2023-07-10 SANDS RICHARD Director / 10% Owner M-Exempt D Restricted Stock Units 326 0.00 0
2023-07-10 Madero Garza Jose Manuel Director M-Exempt D Restricted Stock Units 469 0.00 0
2023-07-10 MCCARTHY DANIEL J Director M-Exempt A Class A Common Stock 469 0.00 3,701
2023-07-10 LOCKE JAMES A III Director M-Exempt A Class A Common Stock 469 0.00 469
2023-07-10 Johnson Susan S Director M-Exempt A Class A Common Stock 469 0.00 2,988
2023-07-10 Hernandez Ernesto M Director F-InKind D Class A Common Stock 33 251.72 8.3K 3,649
2023-07-10 Fink Nicholas I. Director M-Exempt D Restricted Stock Units 469 0.00 0
2023-07-10 FOWDEN JEREMY S G Director M-Exempt D Restricted Stock Units 469 0.00 0
2023-07-10 Daniels Jennifer Director M-Exempt D Restricted Stock Units 469 0.00 0
2023-07-10 Clark Christy Director M-Exempt D Restricted Stock Units 469 0.00 0
2023-05-10 ZMSS Business Holdings LP 10% Owner S-Sale D Class A Common Stock 650,000 223.53 145.29M 3,365,715
2023-05-10 WildStar Partners LLC 10% Owner S-Sale D Class A Common Stock 641,710 223.53 143.44M 3,876,548
2023-05-10 STERN ZACHARY M 10% Owner S-Sale D Class A Common Stock 100 223.53 22.4K 0
2023-05-10 SSR Business Management LLC 10% Owner S-Sale D Class A Common Stock 158 223.53 35.3K 0

Executive team

Top executives
EBIT / Employee
257.6K
Shares Outstanding
172.17M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 William A. Newlands, President and Chief Executive Officer 1.39M 9.47M 2.20M 1.69M 264.2K 15.01M 77.73%
2 2025 Garth Hankinson, Executive Vice President and Chief Financial Officer 815.8K 1.98M 460.1K 583.6K 198.2K 4.04M 60.43%
3 2025 James A. Sabia, Jr., Executive Vice President and President, Beer Division 838.5K 1.94M 450.1K 627.0K 173.6K 4.03M 59.28%
4 2025 James O. Bourdeau, Executive Vice President and Chief Legal Officer 719.2K 15.0K 1.55M 360.1K 411.7K 103.9K 3.16M 60.44%
5 2025 Samuel J. Glaetzer, Executive Vice President and President, Wine & Spirits Division 545.9K 1.31M 305.1K 240.2K 109.7K 2.51M 64.36%
6 2024 William A. Newlands, President and Chief Executive Officer 1.35M 8.30M 2.00M 2.75M 224.7K 14.63M 70.44%
7 2024 Garth Hankinson, Executive Vice President and Chief Financial Officer 778.7K 2.55M 613.8K 991.6K 165.7K 5.10M 62.03%
8 2024 James O. Bourdeau, Executive Vice President and Chief Legal Officer 688.0K 2.12M 511.0K 700.8K 73.3K 4.09M 64.30%
9 2024 James A. Sabia, Jr., Executive Vice President and President, Beer Division 776.9K 1.54M 370.0K 1.08M 107.9K 3.87M 49.22%
10 2023 William A. Newlands, President and Chief Executive Officer 1.34M 6.39M 5.00M 3.11M 232.9K 16.07M 70.87%
11 2023 Garth Hankinson, Executive Vice President and Chief Financial Officer 748.0K 1.96M 1.53M 1.16M 145.1K 5.55M 63.01%
12 2023 James O. Bourdeau, Executive Vice President and Chief Legal Officer 641.5K 1.63M 1.28M 695.8K 66.5K 4.31M 67.46%
13 2023 James A. Sabia, Jr., Executive Vice President and President, Beer Division 700.0K 1.05M 825.0K 1.03M 147.7K 3.76M 50.04%
14 2021 William A. Newlands, President and Chief Executive Officer 1.20M 3.66M 3.15M 3.60M 117.6K 11.73M 58.07%
15 2021 Robert Sands, Executive Chairman of the Board 1.02M 4.08M 3.06M 957.5K 9.12M 44.75%
16 2021 Richard Sands, Executive Vice Chairman of the Board 867.0K 3.47M 2.60M 881.6K 7.82M 44.37%
17 2021 F. Paul Hetterich, Executive Vice President and President, Beer Division 835.8K 1.31M 1.13M 1.59M 214.5K 5.08M 48.03%
18 2021 Garth Hankinson, Executive Vice President and Chief Financial Officer 597.1K 801.8K 690.2K 1.02M 67.9K 3.17M 47.03%
19 2020 William A. Newlands, President and Chief Executive Officer 1.23M 3.09M 2.40M 2.50M 167.6K 9.39M 58.41%
20 2020 Robert Sands, Executive Chairman of the Board 1.07M 4.08M 2.18M 1.29M 8.62M 47.33%
21 2020 Richard Sands, Executive Vice Chairman of the Board 917.8K 3.47M 1.86M 1.12M 7.37M 47.07%
22 2020 Robert Hanson, Executive Vice President and President, Wine & Spirits Division 600.6K 5.12M 481.3K 575.1K 158.0K 6.94M 80.78%
23 2020 F. Paul Hetterich, Executive Vice President and President, Beer Division 846.2K 1.29M 1.00M 1.05M 213.1K 4.39M 52.06%
24 2020 David Klein, Former Executive Vice President and Chief Financial Officer 750.0K 1.29M 1.00M 139.4K 3.18M 71.99%
25 2020 Garth Hankinson, Executive Vice President and Chief Financial Officer 362.6K 1.16M 123.6K 284.2K 32.1K 1.96M 65.39%
26 2019 Robert Sands , Chief Executive Officer 1.39M 3.28M 2.72M 1.92M 1.01M 10.31M 58.15%
27 2019 Robert Sands, Executive Chairman of the Board 1.39M 3.28M 2.72M 1.92M 1.01M 10.31M 58.15%
28 2019 Richard Sands, Executive Vice Chairman of the Board 1.36M 4.00M 1.88M 735.9K 7.98M 50.12%
29 2019 Richard Sands , Chairman of the Board 1.36M 4.00M 1.88M 735.9K 7.98M 50.12%
30 2019 William A. Newlands , President and Chief Operating Officer 846.2K 4.91M 1.17M 779.1K 150.4K 7.85M 77.39%
31 2019 William A. Newlands, President and Chief Executive Officer 846.2K 4.91M 1.17M 779.1K 150.4K 7.85M 77.39%
32 2019 David Klein , Executive Vice President and Chief Financial Officer 773.1K 4.56M 875.1K 676.3K 142.3K 7.02M 77.34%
33 2019 Christopher Stenzel , Former Executive Vice President and President, Wine & Spirits Division 550.5K 2.79M 656.3K 2.03M 6.02M 57.24%
34 2019 F. Paul Hetterich , Executive Vice President and President, Beer Division 773.1K 3.06M 875.1K 605.1K 172.3K 5.48M 71.71%
35 2019 F. Paul Hetterich, Executive Vice President and President, Beer Division 773.1K 3.06M 875.1K 605.1K 172.3K 5.48M 71.71%
36 2018 Robert Sands , Chief Executive Officer 1.35M 3.24M 2.64M 2.50M 1.12M 10.84M 54.20%
37 2018 Richard Sands , Chairman of the Board 1.32M 3.88M 2.45M 904.7K 8.56M 45.35%
38 2018 William A. Newlands , President and Chief Operating Officer 750.0K 1.15M 937.5K 880.1K 45.2K 3.76M 55.48%
39 2018 David Klein , Executive Vice President and Chief Financial Officer 697.3K 1.07M 875.0K 818.2K 85.9K 3.55M 54.90%
40 2018 F. Paul Hetterich , Executive Vice President and President, Beer Division 697.3K 1.07M 875.0K 732.1K 113.5K 3.49M 55.82%
41 2017 Robert Sands , Chief Executive Officer 1.31M 2.61M 2.27M 2.32M 1.05M 9.56M 51.06%
42 2017 Richard Sands , Chairman of the Board 1.28M 3.32M 2.27M 1.10M 7.98M 41.61%
43 2017 David Klein , Executive Vice President and Chief Financial Officer 600.0K 814.1K 708.0K 619.2K 268.9K 3.01M 50.56%
44 2017 F. Paul Hetterich , Executive Vice President and President, Beer Division 600.0K 814.1K 708.0K 619.2K 110.4K 2.85M 53.38%
45 2016 Robert Sands, President and Chief Executive Officer 1.28M 2.57M 2.22M 2.43M 822.4K 9.32M 51.34%
46 2016 Richard Sands, Chairman of the Board 1.25M 3.24M 2.38M 559.4K 7.44M 43.55%
47 2016 Robert Ryder, Former Executive Vice President and Chief Financial Officer 274.1K 842.7K 727.0K 2.44M 4.29M 36.61%
48 2016 John A. Wright, Executive Vice President and President, Canadian Business 623.5K 837.3K 722.5K 691.5K 46.1K 2.92M 53.40%
49 2016 William F. Hackett, Executive Vice President and Chairman, Beer Division 592.3K 793.9K 686.4K 657.0K 55.6K 2.79M 53.15%
50 2016 David Klein, Executive Vice President and Chief Financial Officer 474.7K 638.3K 555.4K 498.4K 48.6K 2.22M 53.88%
51 2015 Robert Sands, President and Chief Executive Officer 1.25M 2.46M 2.18M 1.95M 731.2K 8.57M 54.12%
52 2015 Richard Sands, Chairman of the Board 1.22M 3.19M 1.91M 660.1K 6.98M 45.63%
53 2015 Robert Ryder, Executive Vice President and Chief Financial Officer 611.8K 805.7K 715.5K 558.7K 40.5K 2.73M 55.68%
54 2015 Robert Ryder, Former Executive Vice President and Chief Financial Officer 611.8K 805.7K 715.5K 558.7K 40.5K 2.73M 55.68%
55 2015 John A. Wright, Executive Vice President and President, Canadian Business 608.2K 800.3K 710.9K 555.3K 42.2K 2.72M 55.62%
56 2015 John A. Wright, Executive Vice President and President, Wines & Spirits Division 608.2K 800.3K 710.9K 555.3K 42.2K 2.72M 55.62%
57 2015 William F. Hackett, Executive Vice President and President, Beer Division 565.4K 760.6K 675.5K 516.2K 38.8K 2.56M 56.17%
58 2015 William F. Hackett, Executive Vice President and Chairman, Beer Division 565.4K 760.6K 675.5K 516.2K 38.8K 2.56M 56.17%
59 2014 Robert Sands, President and Chief Executive Officer 1.22M 4.48M 1.96M 2.03M 729.8K 10.41M 61.86%
60 2014 Richard Sands, Chairman of the Board 1.19M 2.87M 1.99M 472.7K 6.52M 43.98%
61 2014 William F. Hackett, Executive Vice President and President, Beer Division 389.7K 2.78M 678.4K 636.4K 33.8K 4.52M 76.56%
62 2014 William F. Hackett, Executive Vice President and Chairman, Beer Division 389.7K 2.78M 678.4K 636.4K 33.8K 4.52M 76.56%
63 2014 Robert Ryder, Former Executive Vice President and Chief Financial Officer 595.9K 1.81M 643.3K 579.4K 42.7K 3.67M 66.85%
64 2014 Robert Ryder, Executive Vice President and Chief Financial Officer 595.9K 1.81M 643.3K 579.4K 42.7K 3.67M 66.85%
65 2014 John A. Wright, Executive Vice President and President, Canadian Business 592.4K 807.2K 639.3K 575.9K 52.9K 2.67M 54.22%
66 2014 John A. Wright, Executive Vice President and President, Wines & Spirits Division 592.4K 807.2K 639.3K 575.9K 52.9K 2.67M 54.22%
67 2013 Robert Sands, President and Chief Executive Officer 1.19M 3.05M 1.84M 1.64M 301.9K 8.01M 61.00%
68 2013 Richard Sands, Chairman of the Board 1.16M 3.09M 1.60M 509.2K 6.36M 48.49%
69 2013 Robert Ryder, Executive Vice President and Chief Financial Officer 582.4K 898.5K 678.2K 468.1K 36.8K 2.66M 59.19%
70 2013 John A. Wright, Executive Vice President and President, Wines & Spirits Division 579.0K 893.5K 674.2K 465.3K 49.1K 2.66M 58.91%
71 2012 Robert Sands, President and Chief Executive Officer 1.20M 2.32M 2.14M 1.63M 414.4K 7.71M 57.90%
72 2012 Richard Sands, Chairman of the Board 1.18M 3.41M 1.60M 504.3K 6.69M 50.96%
73 2012 Robert Ryder, Executive Vice President and Chief Financial Officer 589.7K 682.3K 792.4K 465.6K 42.0K 2.57M 57.33%
74 2012 John A. (Jay) Wright, Executive Vice President and Chief Operating Officer 570.7K 615.1K 714.5K 450.6K 50.1K 2.40M 55.38%
75 2012 W. Keith Wilson, Executive Vice President and Chief Human Resources and Administrative Officer 538.2K 622.9K 723.3K 425.0K 27.4K 2.34M 57.61%
76 2011 Robert Sands, President and Chief Executive Officer 1.13M 2.26M 2.14M 2.62M 310.4K 8.47M 52.01%
77 2011 Richard Sands, Chairman of the Board 1.14M 3.50M 2.64M 557.4K 7.83M 44.65%
78 2011 Robert Ryder, Executive Vice President and Chief Financial Officer 554.0K 665.5K 792.5K 750.8K 76.1K 2.84M 51.36%
79 2011 W. Keith Wilson, Executive Vice President and Chief Human Resources and Administrative Officer 505.7K 607.5K 723.3K 685.3K 63.7K 2.59M 51.47%
80 2011 Thomas J. Mullin, Executive Vice President and General Counsel 497.7K 597.8K 711.9K 674.4K 61.0K 2.54M 51.51%
81 2010 Richard Sands, Chairman of the Board 1.14M 1.14M 3.19M 1.31M 338.8K 7.11M 60.86%
82 2010 Robert Sands, President and Chief Executive Officer 1.10M 1.10M 3.10M 1.27M 210.3K 6.78M 61.92%
83 2010 Robert Ryder, Executive Vice President and Chief Financial Officer 540.6K 324.7K 1.06M 363.3K 51.4K 2.34M 59.23%
84 2010 W. Keith Wilson, Executive Vice President and Chief Human Resources and Administrative Officer 493.4K 296.4K 970.2K 331.6K 40.5K 2.13M 59.41%
85 2010 Thomas J. Mullin, Executive Vice President and General Counsel 485.9K 291.6K 954.9K 326.3K 57.4K 2.12M 58.90%
86 2009 Richard Sands, Chairman of the Board 1.11M 1.11M 3.12M 932.1K 583.3K 6.86M 61.69%
87 2009 Robert Sands, President and Chief Executive Officer 1.08M 1.08M 3.03M 904.9K 266.4K 6.36M 64.60%
88 2009 Robert Ryder, Executive Vice President and Chief Financial Officer 529.6K 319.3K 1.04M 258.8K 35.5K 2.18M 62.26%
89 2008 Richard Sands, Chairman of the Board 1.08M 669.8K 1.46M 923.0K 390.7K 4.53M 32.34%
90 2008 Robert Sands, President and Chief Executive Officer 978.1K 606.4K 1.35M 835.7K 205.5K 3.97M 33.91%
91 2008 Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits 632.5K 360.5K 798.8K 211.6K 64.7K 2.07M 38.62%
92 2008 Robert Ryder, Executive Vice President and Chief Financial Officer 390.3K 183.6K 266.1K 254.2K 836.6K 1.93M 13.78%
93 2008 Jose F. Fernandez, Chief Executive Officer, Constellation Wines North America 593.1K 53.4K 462.9K 599.5K 103.4K 1.81M 25.54%
94 2008 Jon Moramarco, Chief Executive Officer, Constellation International 518.9K 46.7K 467.6K 400.3K 244.6K 1.68M 27.87%
95 2008 Thomas S. Summer, Former Executive Vice President and Chief Financial Officer 506.6K 88.8K 750.7K 54.0K 1.40M 53.62%
96 2007 Richard Sands, Chairman of the Board 1.04M 436.3K 556.7K 340.0K 2.37M 23.46%
97 2007 Richard Sands, Chairman of the Board and Chief Executive Officer 1.04M 436.3K 556.7K 340.0K 2.37M 23.46%
98 2007 Robert Sands, President and Chief Operating Officer 852.8K 357.8K 473.7K 288.9K 1.97M 24.01%
99 2007 Robert Sands, President and Chief Executive Officer 852.8K 357.8K 473.7K 288.9K 1.97M 24.01%
100 2007 Alexander L. Berk, Chief Executive Officer, Constellation Beers & Spirits 608.2K 29.8K 193.7K 548.3K 65.9K 1.45M 13.39%
101 2007 Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits 608.2K 29.8K 193.7K 548.3K 65.9K 1.45M 13.39%
102 2007 Thomas S. Summer, Executive Vice President and Chief Financial Officer 487.7K 119.2K 247.2K 40.2K 894.2K 27.65%
103 2007 Thomas S. Summer, Former Executive Vice President and Chief Financial Officer 487.7K 119.2K 247.2K 40.2K 894.2K 27.65%
104 2007 Thomas J. Mullin, Executive Vice President and General Counsel 444.8K 108.8K 233.9K 38.0K 825.4K 28.34%
105 2006 Richard Sands, Chairman of the Board and Chief Executive Officer 1.00M 1.23M 156.2K 244.5K 2.63M 5.94%
106 2006 Robert Sands, President and Chief Operating Officer 820.0K 1.01M 128.0K 69.3K 2.02M 6.32%
107 2006 Stephen B. Millar, Chief Executive Officer, Constellation Wines 690.7K 473.3K 64.8K 285.3K 1.51M 4.28%
108 2006 Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits 584.8K 493.3K 53.8K 53.3K 1.19M 4.54%
109 2006 Thomas S. Summer, Executive Vice President and Chief Financial Officer 441.3K 325.5K 40.6K 40.3K 847.7K 4.79%
110 2005 Richard Sands, Chairman of the Board and Chief Executive Officer 950.0K 1.15M 282.8K 77.6K 2.46M 11.47%
111 2005 Robert Sands, President and Chief Operating Officer 750.0K 911.3K 231.8K 151.2K 2.04M 11.34%
112 2005 Stephen B. Millar, Chief Executive Officer, Constellation Wines 652.8K 590.7K 141.4K 128.9K 1.51M 9.34%
113 2005 Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits 562.3K 630.2K 84.6K 52.3K 1.33M 6.36%
114 2005 Thomas S. Summer, Executive Vice President and Chief Financial Officer 424.4K 412.5K 1.00 92.7K 929.6K 0.00%
115 2004 Richard Sands, Chairman of the Board and Chief Executive Officer 875.5K 868.7K 212.2K 186.0K 2.14M 9.90%
116 2004 Stephen B. Millar, Chief Executive Officer, Constellation Wines 553.7K 263.5K 431.2K 252.9K 1.50M 28.72%
117 2004 Robert Sands, President and Chief Operating Officer 618.0K 613.2K 167.6K 46.5K 1.45M 11.60%
118 2004 Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits 545.9K 610.7K 81.0K 125.1K 1.36M 5.94%
119 2004 Thomas S. Summer, Executive Vice President and Chief Financial Officer 412.0K 327.0K 3.8K 33.0K 775.8K 0.49%
120 2003 Richard Sands, Chairman of the Board and Chief Executive Officer 875.5K 1.11M 64.5K 2.05M 0.00%
121 2003 Robert Sands, President and Chief Operating Officer 750.0K 613.2K 166.4K 1.53M 0.00%
122 2003 Thomas S. Summer, Executive Vice President and Chief Financial Officer 545.9K 567.8K 105.3K 1.22M 0.00%
123 2003 Alexander L. Berk, President and Chief Executive Officer of Barton Incorporated 530.0K 567.8K 51.9K 1.15M 0.00%
124 2003 Thomas J. Mullin, Executive Vice President and General Counsel 375.0K 358.7K 34.2K 767.9K 0.00%
125 2003 Stephen B. Millar, Chief Executive Officer, Constellation Wines 590.7K 113.9K 704.5K 0.00%
126 2003 Alexander L. Berk, Chief Executive Officer, Constellation Beers and Spirits 54.5K 54.5K 0.00%
127 2002 Richard Sands, Chairman of the Board and Chief Executive Officer 630.3K 819.4K 163.2K 140.7K 1.75M 9.31%
128 2002 Robert Sands, President and Chief Operating Officer 559.1K 726.8K 136.0K 134.2K 1.56M 8.74%
129 2002 Alexander L. Berk, President and Chief Executive Officer of Barton Incorporated 494.0K 543.4K 84.0K 44.8K 1.17M 7.20%
130 2002 Thomas S. Summer, Executive Vice President and Chief Financial Officer 343.2K 377.5K 84.4K 32.9K 838.1K 10.07%
131 2002 Thomas J. Mullin, Executive Vice President and General Counsel 312.0K 343.2K 81.2K 26.0K 762.4K 10.65%
132 2001 Richard Sands, Chairman of the Board and Chief Executive Officer 606.1K 425.4K 125.2K 123.4K 1.28M 9.78%
133 2001 Robert Sands, President and Chief Operating Officer 537.6K 377.4K 115.2K 128.7K 1.16M 9.94%
134 2001 Alexander L. Berk, President and Chief Executive Officer of Barton Incorporated 475.0K 328.2K 100.0K 41.2K 944.3K 10.59%
135 2001 Thomas S. Summer, Executive Vice President and Chief Financial Officer 330.0K 178.2K 76.4K 29.0K 613.6K 12.45%
136 2001 Thomas J. Mullin, Executive Vice President and General Counsel 223.8K 162.0K 222.4K 608.2K 36.56%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-06-05 DEFA14A
2025-06-05 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-21 8-K
2026-05-21 4
2026-05-21 3
2026-05-15 SC 13G/A
2026-05-14 SC 13G
2026-05-13 4
2026-05-06 8-K
2026-05-05 8-K
2026-05-05 424B2
2026-05-05 4

Executive team

NameTitleCompensationGender
William A. Newlands Strategic Advisor 3M male
James A. Sabia Jr. Executive VP & President of Beer Division 2M male
Garth Hankinson Executive Vice President & Chief Financial Officer 2M male
James O. Bourdeau Executive VP & Strategic Advisor 1M male
Jeffrey H. LaBarge Executive Vice President, Chief Legal Officer & Secretary 1M male
Samuel James Glaetzer Executive Vice President and President of Wine & Spirits Division 895.8K male
Nicholas Ian Fink President, Chief Executive Officer & Director 115.0K male
Michael Becka Senior Vice President of Corporate Finance male
Blair Veenema Vice President of Investor Relations male
Michael McGrew EVP and Chief Communications, CSR & Inclusion Officer male
Steve King SVP of Corporate Development and Financial Planning & Analytics male
ESG Rating
B-
BEVERAGES - WINERIES & DISTILLERIES
Rank: 1 out of 2
2019
E (Environmental)
51.2 / 60.1
Company / Sector avg.
S (Social)
52.3 / 60.1
Company / Sector avg.
G (Governance)
72.2 / 68.6
Company / Sector avg.
ESG Total
58.6 / 63.0
Company / Sector avg.
ESG Score History BEVERAGES - WINERIES & DISTILLERIES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2025-04-15 2025-05-15 Tommy Tuberville AL Joint Sale (Full) $15,001 - $50,000
2025-04-15 2025-05-15 Tommy Tuberville AL Joint Sale $15,001 - $50,000
2025-02-13 2025-02-27 Markwayne Mullin OK Joint Sale (Partial) $15,001 - $50,000
2023-10-03 2023-11-01 Markwayne Mullin OK Joint Purchase $1,001 - $15,000
2023-09-13 2023-10-12 Markwayne Mullin OK Joint Purchase $15,001 - $50,000
2021-04-06 2021-04-09 Ron Wyden OR Spouse Sale (Full) $100,001 - $250,000
2020-06-04 2020-07-02 Ron Wyden OR Spouse Purchase $50,001 - $100,000
2020-05-07 2020-06-01 Ron Wyden OR Spouse Purchase $15,001 - $50,000
2020-04-07 2020-05-01 Kelly Loeffler GA Joint Sale (Full) $100,001 - $250,000
2018-12-21 2019-01-08 Susan M. Collins ME Spouse Sale (Full) $15,001 - $50,000
2018-06-18 2018-07-10 Susan M. Collins ME Spouse Purchase $15,001 - $50,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-12-19 2026-01-12 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-11-18 2025-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-09-29 2025-10-03 Ro Khanna CA17 Sale $1,001 - $15,000
2025-09-11 2025-10-22 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-09-05 2025-10-03 Ro Khanna CA17 Sale $1,001 - $15,000
2025-07-25 2025-08-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-04-08 2025-05-08 Rob Bresnahan PA08 Purchase $1,001 - $15,000
2025-04-01 2025-05-15 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-01-15 2025-02-12 Julie Johnson TX32 Joint Sale (Partial) $1,001 - $15,000
2025-01-13 2025-02-12 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2024-11-15 2024-12-06 Ro Khanna CA17 Purchase $1,001 - $15,000
2024-10-11 2024-11-06 Earl Blumenauer OR03 Spouse Purchase $15,001 - $50,000
2024-09-09 2024-10-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2024-09-03 2024-10-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2024-01-16 2024-02-05 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2024-01-10 2024-02-05 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-12-04 2023-12-15 John Curtis UT03 Joint Sale $1,001 - $15,000
2023-10-10 2023-11-08 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2023-05-23 2023-06-12 Ro Khanna CA17 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits