Constellation Brands, Inc.
MX ˙ BMV ˙ US21036P1084
SecurityMX:STZ / Constellation Brands, Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership5,590 shares
Latest Disclosed Value $ 838,467
WealthPLAN Partners, LLC reports 28.64% decrease in ownership of STZ / Constellation Brands, Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 5,590 shares of Constellation Brands, Inc. (MX:STZ) valued at $838,467 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,834 shares of Constellation Brands, Inc.. This represents a change in shares of -28.64% 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)
2026-04-29 2026-03-31 13F CONSTELLATION BRANDS CL A 21036P108 5,590 -2,244 -28.64 838 -22.41 0.1367
2026-02-12 2025-12-31 13F CONSTELLATION BRANDS CL A 21036P108 7,834 -836 -9.64 1,081 -7.46 0.1615
2025-10-27 2025-09-30 13F CONSTELLATION BRANDS CL A 21036P108 8,670 902 11.61 1,168 -7.60 0.1750
2025-07-28 2025-06-30 13F CONSTELLATION BRANDS CL A 21036P108 7,768 -3,856 -33.17 1,264 -40.79 0.2034
2025-05-12 2025-03-31 13F CONSTELLATION BRANDS CL A 21036P108 11,624 1,875 19.23 2,133 -0.97 0.3007
2025-01-30 2024-12-31 13F CONSTELLATION BRANDS CL A 21036P108 9,749 -2,850 -22.62 2,154 -33.64 0.3056
2024-11-05 2024-09-30 13F CONSTELLATION BRANDS CL A 21036P108 12,599 -4,556 -26.56 3,247 -26.44 0.4359
2024-08-09 2024-06-30 13F CONSTELLATION BRANDS CL A 21036P108 17,155 1,274 8.02 4,414 2.27 0.4739
2024-05-07 2024-03-31 13F CONSTELLATION BRANDS CL A 21036P108 15,881 1,308 8.98 4,316 22.52 0.4469
2024-01-05 2023-12-31 13F CONSTELLATION BRANDS CL A 21036P108 14,573 371 2.61 3,523 -1.32 0.3621
2023-11-02 2023-09-30 13F CONSTELLATION BRANDS CL A 21036P108 14,202 6,715 89.69 3,569 93.76 0.4148
2023-07-31 2023-06-30 13F Constellation Brands Stock/ETF 21036P108 7,487 -7,052 -48.50 1,843 -43.91 0.2606
2023-05-10 2023-03-31 13F Constellation Brands Stock/ETF 21036P108 14,539 -22,365 -60.60 3,284 -60.58 0.3736
2023-02-16 2022-12-31 13F CONSTELLATION BRANDS CL A 21036P108 36,904 -2,584 -6.54 8,331 -14.27 0.5821
2022-05-03 2022-03-31 13F CONSTELLATION BRANDS CL A 21036P108 39,488 -3,172 -7.44 9,718 -4.19 0.6742
2022-02-01 2021-12-31 13F CONSTELLATION BRANDS CL A 21036P108 42,660 1,469 3.57 10,143 5.31 0.6682
2021-12-09 2021-09-30 13F CONSTELLATION BRANDS CL A 21036P108 41,191 583 1.44 9,632 11.15 0.6405
2021-08-19 2021-06-30 13F CONSTELLATION BRANDS CL A 21036P108 40,608 2,703 7.13 8,666 -4.74 0.6098
2021-05-11 2021-03-31 13F CONSTELLATION BRANDS CL A 21036P108 37,905 557 1.49 9,097 8.97 0.7060
2021-02-09 2020-12-31 13F CONSTELLATION BRANDS CL A 21036P108 37,348 -2,081 -5.28 8,348 8.63 0.7096
2020-12-18 2020-09-30 13F CONSTELLATION BRANDS CL A 21036P108 39,429 4,081 11.55 7,685 23.10 0.7492
2020-08-19 2020-06-30 13F CONSTELLATION BRANDS CL A 21036P108 35,348 5,190 17.21 6,243 31.05 0.6465
2020-05-15 2020-03-31 13F CONSTELLATION BRANDS CL A 21036P108 30,158 6,896 29.64 4,764 3.05 0.6183
2020-02-14 2019-12-31 13F CONSTELLATION BRANDS CL A 21036P108 23,262 4,251 22.36 4,623 32.16 0.5458
2019-11-15 2019-09-30 13F CONSTELLATION BRANDS CL A 21036P108 19,011 1,596 9.16 3,498 2.19 0.4782
2019-08-19 2019-06-30 13F CONSTELLATION BRANDS CL A 21036P108 17,415 13,196 312.78 3,423 295.72 0.5153
2019-05-16 2019-03-31 13F CONSTELLATION BRANDS CL A 21036P108 4,219 4,219 865 0.1350
2018-11-21 2018-09-30 13F CONSTELLATION BRANDS CL A 21036P108 0 -1,081 -100.00 0 -100.00
2018-08-16 2018-06-30 13F CONSTELLATION BRANDS CL A 21036P108 1,081 -106 -8.93 237 -12.22 0.0486
2018-05-15 2018-03-31 13F CONSTELLATION BRANDS CL A 21036P108 1,187 52 4.58 270 4.25 0.0592
2018-02-16 2017-12-31 13F CONSTELLATION BRANDS CL A 21036P108 1,135 1,135 259 0.0693
2017-04-19 2017-03-31 13F CONSTELLATION BRANDS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 21036P108 0 -392 -100.00 0 -100.00
2016-12-09 2016-09-30 13F CONSTELLATION BRANDS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 21036P108 392 -51 -11.51 65 1.56 0.0212
2016-08-08 2016-06-30 13F Constallation Brands Incorporated Cl A Common Stock 21036P108 443 103 30.29 65 33.33 0.0083
2016-03-24 2015-12-31 13F Constallation Brands Incorporated Cl A Common Stock 21036P108 340 340 48 0.0079
2015-08-10 2015-06-30 13F Constallation Brands Incorporated Cl A Common Stock 21036P108 0 -340 -100.00 0 -100.00
2015-05-04 2015-03-31 13F Constallation Brands Incorporated Cl A Common Stock 21036P108 340 340 41 0.0191
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.