Constellation Brands, Inc.
MX ˙ BMV ˙ US21036P1084
SecurityMX:STZ / Constellation Brands, Inc.
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership265 shares
Latest Disclosed Value $ 39,750
Creative Financial Designs Inc /adv reports 1.85% decrease in ownership of STZ / Constellation Brands, Inc.

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 265 shares of Constellation Brands, Inc. (MX:STZ) valued at $39,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 270 shares of Constellation Brands, Inc.. This represents a change in shares of -1.85% during the quarter.

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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 265 -5 -1.85 40 5.41 0.0024
2026-02-06 2025-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 270 5 1.89 37 5.71 0.0023
2025-11-12 2025-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 265 -643 -70.81 36 -76.19 0.0024
2025-08-04 2025-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 908 18 2.02 148 -9.82 0.0106
2025-04-23 2025-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 890 79 9.74 163 -8.94 0.0130
2025-02-10 2024-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 811 55 7.28 179 -7.73 0.0146
2024-10-28 2024-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 756 12 1.61 195 1.57 0.0164
2024-08-06 2024-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 744 -3 -0.40 191 -5.45 0.0170
2024-05-01 2024-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 747 19 2.61 203 15.43 0.0192
2024-01-10 2023-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 728 18 2.54 176 -1.69 0.0179
2023-11-14 2023-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 710 -6 -0.84 178 1.14 0.0208
2023-07-26 2023-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 716 -7 -0.97 176 7.98 0.0207
2023-04-25 2023-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 723 -35 -4.62 163 -6.86 0.0214
2023-02-01 2022-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 758 -7 -0.92 176 -0.57 0.0259
2022-11-01 2022-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 765 -96 -11.15 176 -12.44 0.0287
2022-08-01 2022-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 861 -14 -1.60 201 -0.50 0.0330
2022-04-15 2022-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 875 -19 -2.13 202 -9.82 0.0307
2022-01-26 2021-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 894 -7 -0.78 224 17.89 0.0338
2021-10-08 2021-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 901 -64 -6.63 190 -15.93 0.0314
2021-07-27 2021-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 965 26 2.77 226 5.61 0.0392
2021-04-19 2021-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 939 38 4.22 214 8.63 0.0418
2021-01-08 2020-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 901 31 3.56 197 19.39 0.0421
2020-10-06 2020-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 870 -115 -11.68 165 -4.07 0.0407
2020-07-23 2020-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 985 566 135.08 172 186.67 0.0521
2020-04-22 2020-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 419 316 306.80 60 215.79 0.0309
2020-01-17 2019-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 103 -71 -40.80 19 -47.22 0.0085
2019-10-23 2019-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 174 -19 -9.84 36 -7.69 0.0194
2019-08-07 2019-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 193 -20 -9.39 39 5.41 0.0212
2019-04-23 2019-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 213 1 0.47 37 8.82 0.0222
2019-01-24 2018-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 212 0 0.00 34 -26.09 0.0247
2018-11-02 2018-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 212 41 23.98 46 24.32 0.0264
2018-07-13 2018-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 171 0 0.00 37 -5.13 0.0217
2018-05-02 2018-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 171 41 31.54 39 30.00 0.0250
2018-05-02 2017-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 130 70 116.67 30 150.00 0.0204
2018-05-02 2017-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 60 0 0.00 12 0.00 0.0069
2018-05-02 2017-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 60 60 12 0.0077
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.