Consumer Staples · Beverages · NYSE · CIK 16918 · FYE Feb 28 · Prices AT CLOSE 2026-08-21 (USD) Last $135.66 · Day +1.13% · 1Y −16.0% · Off 52W high −19.5% · Vol (1Y) 31.4% Price2023-08-21 → 2026-08-21 STZ close: $259 on 2023-08-21 to $136 on 2026-08-21. Split-adj closes · 240 of 5,334 · price returnⓘ At a glance | Days to cover4.6d | | Top-10 13F concentration49.0% | | Next report (est.)2026-09-30 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2026 | Sales (TTM)$9.67B | | Earnings (TTM)$1.82B | | ROE22.5% | | Net margin17.3% | | ROIC11.1% | | Debt / equity1.27× | | Total debt / EBITDA3.28× | | Sales growth 3Y−1.4% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD−0.4% | | 1Y−16.0% | | 3Y−44.5% | | 5Y−31.6% | | 10Y−4.5% | | Since incept. (ann.)+8.6% |
Total return · from 2005-06-03ⓘ Risk | Ann. volatility (1Y)31.4% | | Ann. volatility (3Y)27.3% | | Sharpe (1Y)−0.44 | | Sharpe (3Y)−0.59 | | Max drawdown (1Y)−23.2% | | Max drawdown (3Y)−51.3% | | Beta (3Y vs SPY)0.24 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| Capital World Investors | 12.2M | $1.8B | 7.04% | +68.6% | | BlackRock, Inc. | 11.1M | $1.7B | 6.41% | +2.3% | | VANGUARD CAPITAL MANAGEMENT LLC | 9.1M | $1.4B | 5.23% | new | | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.5M | $1.1B | 4.33% | new | | STATE STREET CORP | 7.0M | $1.1B | 4.05% | +1.7% | | WELLINGTON MANAGEMENT GROUP LLP | 6.6M | $995M | 3.82% | +10.2% | | FMR LLC | 5.1M | $769M | 2.96% | +27.1% | | Grantham, Mayo, Van Otterloo & Co. LLC | 4.0M | $604M | 2.32% | +4.2% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-06-30 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-05-31 | 2026-06-30 | — | — | $2.59B | −3.3% | | 2026-02-28 | 2026-04-08 | — | — | $2.05B | −11.4% | | 2025-11-30 | 2026-01-07 | — | — | $2.37B | −10.2% | | 2025-08-31 | 2025-10-06 | — | — | $2.65B | −15.5% |
As-reported XBRL · next 2026-09-30 est.ⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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