Benedict Financial Advisors Inc reports 9.74% increase in ownership of CB1A / Constellation Brands, Inc.

Constellation Brands, Inc.

DE ˙ XTRA ˙ US21036P1084

115,50 € ↓ -2,00 (-1,70%)

2026-06-04
DEL PRIS

Security	DE:CB1A / Constellation Brands, Inc.
Institution	Benedict Financial Advisors Inc
Latest Disclosed Ownership	9,767 shares
Latest Disclosed Value	$ 1,464,982

On April 20, 2026 - Benedict Financial Advisors Inc filed a 13F-HR form disclosing ownership of 9,767 shares of Constellation Brands, Inc. (DE:CB1A) valued at $1,289,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,900 shares of Constellation Brands, Inc.. This represents a change in shares of 9.74% during the quarter. The current value of the position is $1,128,088 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-20	2026-03-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	9,767	867	9.74	1,465	19.32	0.3049
2026-01-27	2025-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	8,900	-161	-1.78	1,228	0.57	0.2588
2025-11-03	2025-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	9,061	823	9.99	1,220	-8.96	0.2645
2025-08-13	2025-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	8,238	605	7.93	1,340	-4.29	0.3036
2025-05-07	2025-03-31	13F	CONSTELLATION BRANDS	CL A	21036P108	7,633	1,349	21.47	1,401	0.86	0.3247
2025-01-28	2024-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	6,284	16	0.26	1,389	-14.06	0.3371
2024-10-24	2024-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	6,268	258	4.29	1,615	4.46	0.3816
2024-07-30	2024-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	6,010	56	0.94	1,546	-4.39	0.3923
2024-04-25	2024-03-31	13F	CONSTELLATION BRANDS	CL A	21036P108	5,954	33	0.56	1,618	13.00	0.4106
2024-01-29	2023-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	5,921	16	0.27	1,431	-3.57	0.3900
2023-10-18	2023-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	5,905	-3	-0.05	1,484	2.06	0.4288
2023-08-10	2023-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	5,908	16	0.27	1,454	9.32	0.3999
2023-05-11	2023-03-31	13F	CONSTELLATION BRANDS	CL A	21036P108	5,892	-79	-1.32	1,331	-3.83	0.3748
2023-02-14	2022-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	5,971	83	1.41	1,384	2.29	0.4109
2022-11-07	2022-09-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	5,888	81	1.39	1,352	-0.07	0.4325
2022-07-28	2022-06-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	5,807	32	0.55	1,353	1.73	0.3999
2022-05-03	2022-03-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	5,775	-149	-2.52	1,330	-10.56	0.3554
2022-02-09	2021-12-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	5,924	14	0.24	1,487	19.44	0.3878
2021-10-29	2021-09-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	5,910	-79	-1.32	1,245	-11.13	0.3475
2021-08-05	2021-06-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	5,989	-141	-2.30	1,401	0.21	0.3890
2021-05-10	2021-03-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	6,130	49	0.81	1,398	4.95	0.4038
2021-02-02	2020-12-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	6,081	106	1.77	1,332	17.67	0.4796
2020-11-03	2020-09-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	5,975	469	8.52	1,132	17.55	0.4360
2020-07-23	2020-06-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	5,506	733	15.36	963	40.79	0.3972
2020-04-21	2020-03-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	4,773	308	6.90	684	-19.24	0.3221
2020-02-04	2019-12-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	4,465	66	1.50	847	-7.13	0.3301
2019-11-04	2019-09-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	4,399	228	5.47	912	11.08	0.3741
2019-08-01	2019-06-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	4,171	457	12.30	821	26.11	0.3421
2019-05-01	2019-03-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	3,714	1,185	46.86	651	59.95	0.2823
2019-01-30	2018-12-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	2,529	246	10.78	407	-17.28	0.2009
2018-11-05	2018-09-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	2,283	538	30.83	492	28.80	0.2205
2018-07-24	2018-06-30	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	1,745	319	22.37	382	17.54	0.1888
2018-05-02	2018-03-31	13F	CONSTELLATION BRANDS INC CL A	Common Stock	21036P108	1,426	1,426		325		0.1636

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.