CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in STZ — Constellation Brands, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in STZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$335,544,053
+$654,803 QoQ
Shares Held
2,412,424
+8.1% QoQ
Ownership
1.41%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#14
of 1,026 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in STZ Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $445,919,279 across 4 Beverages - Brewers names. STZ ranks #1 (75.2% of the industry book) .
All Filings in STZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,544,053 | 2,412,424 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $334,889,250 | 2,232,595 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $293,768,297 | 2,129,373 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $272,416,131 | 2,022,842 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $320,330,096 | 1,969,081 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $351,613,490 | 1,915,941 | Shares | Other | 2025-09-15 | |
| 2024-12-31 | $394,035,044 | 1,782,964 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $449,457,227 | 1,744,178 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $451,704,951 | 1,755,694 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $478,401,954 | 1,760,384 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $339,294,915 | 1,403,495 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $255,126,339 | 1,015,105 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $228,845,520 | 929,775 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $207,025,248 | 916,487 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $214,440,592 | 925,310 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $205,816,477 | 896,101 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $204,164,288 | 876,016 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $209,980,440 | 911,690 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $221,829,622 | 883,889 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $184,187,094 | 874,209 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $176,444,277 | 754,390 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $168,955,068 | 741,031 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $183,255,915 | 836,594 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $156,938,916 | 828,130 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $151,103,265 | 863,694 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $125,412,904 | 874,811 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||