Global Retirement Partners, LLC reports 6.43% 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	Global Retirement Partners, LLC
Latest Disclosed Ownership	1,739 shares
Latest Disclosed Value	$ 239,857

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 1,739 shares of Constellation Brands, Inc. (DE:CB1A) valued at $203,811 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 1,634 shares of Constellation Brands, Inc.. This represents a change in shares of 6.43% during the quarter. The current value of the position is $200,854 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 (%)
2026-02-06	2025-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	1,739	105	6.43	240	8.64	0.0043
2025-10-21	2025-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	1,634	-404	-19.82	220	-33.53	0.0049
2025-08-12	2025-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	2,038	-393	-16.17	331	-38.36	0.0082
2025-01-31	2024-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	2,431	36	1.50	537	-12.97	0.0154
2024-10-16	2024-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	2,395	-41	-1.68	617	-1.44	0.0186
2024-07-23	2024-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	2,436	297	13.88	627	7.75	0.0196
2024-04-23	2024-03-31	13F	CONSTELLATION BRANDS	CL A	21036P108	2,139	120	5.94	581	12.82	0.0217
2024-01-18	2023-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	2,019	52	2.64	516	5.10	0.0216
2023-10-13	2023-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	1,967	154	8.49	490	9.87	0.0247
2023-07-20	2023-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	1,813	200	12.40	446	22.87	0.0218
2023-05-08	2023-03-31	13F	CONSTELLATION BRANDS	CL A	21036P108	1,613	-101	-5.89	364	-8.56	0.0193
2023-02-13	2022-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	1,714	415	31.95	397	23.68	0.0273
2022-11-03	2022-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	1,299	39	3.10	321	9.18	0.0243
2022-07-15	2022-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	1,260	6	0.48	294	-3.92	0.0236
2022-07-14	2022-03-31	13F	CONSTELLATION BRANDS	CL A	21036P108	1,254	1,254		306		0.0241
2022-01-21	2021-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	0	-803	-100.00	0	-100.00
2021-10-22	2021-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	803	44	5.80	169	-5.06	0.0167
2021-07-15	2021-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	759	43	6.01	178	9.20	0.0182
2021-04-14	2021-03-31	13F	CONSTELLATION BRANDS	CL A	21036P108	716	-393	-35.44	163	-32.92	0.0191
2021-01-13	2020-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	1,109	27	2.50	243	18.54	0.0304
2020-10-09	2020-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	1,082	2	0.19	205	8.47	0.0300
2020-07-13	2020-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	1,080	-14	-1.28	189	20.38	0.0302
2020-04-28	2020-03-31	13F	CONSTELLATION BRANDS	CL A	21036P108	1,094	23	2.15	157	-22.66	0.0297
2020-01-23	2019-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	1,071	171	19.00	203	9.14	0.0311
2019-11-19	2019-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	900	-253	-21.94	186	-18.06	0.0306
2019-11-19	2019-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	1,153	942	446.45	227	513.51	0.0435
2019-05-07	2019-03-31	13F	CONSTELLATION BRANDS	CL A	21036P108	211	90	74.38	37	94.74	0.0089
2019-02-22	2018-12-31	13F	CONSTELLATION BRANDS	CL A	21036P108	121	4	3.42	19	-24.00	0.0049
2018-10-17	2018-09-30	13F	CONSTELLATION BRANDS	CL A	21036P108	117	-45	-27.78	25	-28.57	0.0057
2018-08-13	2018-06-30	13F	CONSTELLATION BRANDS	CL A	21036P108	162	162		35		0.0088

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.