Constellation Brands, Inc.
MX ˙ BMV ˙ US21036P1084
SecurityMX:STZ / Constellation Brands, Inc.
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership8,992 shares
Latest Disclosed Value $ 1,348,818
Private Advisor Group, LLC reports 42.80% increase in ownership of STZ / Constellation Brands, Inc.

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 8,992 shares of Constellation Brands, Inc. (MX:STZ) valued at $1,348,818 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,297 shares of Constellation Brands, Inc.. This represents a change in shares of 42.80% 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)
2026-04-24 2026-03-31 13F CONSTELLATION BRANDS CL A 21036P108 8,992 2,695 42.80 1,349 55.30 0.0060
2026-02-17 2025-12-31 13F CONSTELLATION BRANDS CL A 21036P108 6,297 -2,185 -25.76 869 -23.99 0.0039
2025-11-13 2025-09-30 13F CONSTELLATION BRANDS CL A 21036P108 8,482 -2,960 -25.87 1,142 -38.64 0.0056
2025-08-11 2025-06-30 13F CONSTELLATION BRANDS CL A 21036P108 11,442 -1,380 -10.76 1,861 -20.91 0.0100
2025-05-05 2025-03-31 13F CONSTELLATION BRANDS CL A 21036P108 12,822 -962 -6.98 2,353 -22.75 0.0142
2025-02-03 2024-12-31 13F CONSTELLATION BRANDS CL A 21036P108 13,784 -1,207 -8.05 3,046 -21.15 0.0171
2024-10-22 2024-09-30 13F CONSTELLATION BRANDS CL A 21036P108 14,991 -1,250 -7.70 3,863 -7.54 0.0240
2024-08-05 2024-06-30 13F CONSTELLATION BRANDS CL A 21036P108 16,241 31 0.19 4,179 -5.13 0.0280
2024-04-30 2024-03-31 13F CONSTELLATION BRANDS CL A 21036P108 16,210 -478 -2.86 4,405 9.17 0.0317
2024-02-06 2023-12-31 13F CONSTELLATION BRANDS CL A 21036P108 16,688 -281 -1.66 4,034 -5.39 0.0314
2023-11-03 2023-09-30 13F CONSTELLATION BRANDS CL A 21036P108 16,969 166 0.99 4,265 -1.50 0.0381
2023-08-10 2023-06-30 13F CONSTELLATION BRANDS CL A 21036P108 16,803 490 3.00 4,329 17.51 0.0376
2023-05-10 2023-03-31 13F CONSTELLATION BRANDS CL A 21036P108 16,313 -2,120 -11.50 3,685 137.52 0.0352
2023-01-18 2022-12-31 13F CONSTELLATION BRANDS CL A 21036P108 18,433 44 0.24 1,551 -63.28 0.0781
2022-10-14 2022-09-30 13F CONSTELLATION BRANDS CL A 21036P108 18,389 -2,113 -10.31 4,224 -11.59 0.0485
2022-07-13 2022-06-30 13F CONSTELLATION BRANDS CL A 21036P108 20,502 -302 -1.45 4,778 -0.29 0.0426
2022-05-12 2022-03-31 13F/A-1 CONSTELLATION BRANDS CL A 21036P108 20,804 -1,295 -5.86 4,792 -13.60 0.0367
2022-05-10 2022-03-31 13F CONSTELLATION BRANDS CL A 21036P108 22,099 0 5,546 0.0417
2022-02-10 2021-12-31 13F CONSTELLATION BRANDS CL A 21036P108 22,099 -8,004 -26.59 5,546 -12.55 0.0416
2021-10-14 2021-09-30 13F CONSTELLATION BRANDS CL A 21036P108 30,103 10,563 54.06 6,342 38.77 0.0403
2021-08-12 2021-06-30 13F CONSTELLATION BRANDS CL A 21036P108 19,540 4,297 28.19 4,570 31.51 0.0399
2021-04-22 2021-03-31 13F CONSTELLATION BRANDS CL A 21036P108 15,243 1,776 13.19 3,475 17.80 0.0331
2021-04-01 2020-12-31 13F CONSTELLATION BRANDS CL A 21036P108 13,467 -6,539 -32.69 2,950 -19.51 0.0307
2020-11-02 2020-09-30 13F CONSTELLATION BRANDS CL A 21036P108 20,006 337 1.71 3,665 6.48 0.0477
2020-08-17 2020-06-30 13F CONSTELLATION BRANDS CL A 21036P108 19,669 2,214 12.68 3,442 37.51 0.0478
2020-05-12 2020-03-31 13F CONSTELLATION BRANDS CL A 21036P108 17,455 -3,910 -18.30 2,503 -38.26 0.0459
2020-02-10 2019-12-31 13F CONSTELLATION BRANDS CL A 21036P108 21,365 -5,261 -19.76 4,054 -19.26 0.0630
2019-11-13 2019-09-30 13F CONSTELLATION BRANDS CL A 21036P108 26,626 4,210 18.78 5,021 13.73 0.0781
2019-08-14 2019-06-30 13F CONSTELLATION BRANDS CL A 21036P108 22,416 4,625 26.00 4,415 41.46 0.0798
2019-05-13 2019-03-31 13F CONSTELLATION BRANDS CL A 21036P108 17,791 2,547 16.71 3,121 27.23 0.0616
2019-02-08 2018-12-31 13F CONSTELLATION BRANDS CL A 21036P108 15,244 2,623 20.78 2,453 -9.85 0.0591
2018-11-01 2018-09-30 13F CONSTELLATION BRANDS CL A 21036P108 12,621 3,257 34.78 2,721 34.17 0.0558
2018-08-09 2018-06-30 13F CONSTELLATION BRANDS CL A 21036P108 9,364 -613 -6.14 2,028 -10.82 0.0333
2018-05-09 2018-03-31 13F CONSTELLATION BRANDS CL A 21036P108 9,977 3,120 45.50 2,274 52.41 0.0890
2018-02-07 2017-12-31 13F CONSTELLATION BRANDS CL A 21036P108 6,857 -5,547 -44.72 1,492 -42.15 0.0630
2017-11-13 2017-09-30 13F CONSTELLATION BRANDS CL A 21036P108 12,404 2,498 25.22 2,579 34.32 0.0638
2017-08-10 2017-06-30 13F CONSTELLATION BRANDS CL A 21036P108 9,906 2,066 26.35 1,920 51.78 0.0520
2017-05-10 2017-03-31 13F CONSTELLATION BRANDS CL A 21036P108 7,840 -3,811 -32.71 1,265 -27.17 0.0354
2017-02-09 2016-12-31 13F CONSTELLATION BRANDS CL A 21036P108 11,651 899 8.36 1,737 -2.58 0.0569
2016-11-10 2016-09-30 13F CONSTELLATION BRANDS CL A 21036P108 10,752 371 3.57 1,783 3.90 0.0727
2016-08-09 2016-06-30 13F CONSTELLATION BRANDS CL A 21036P108 10,381 208 2.04 1,716 18.34 0.0693
2016-05-13 2016-03-31 13F CONSTELLATION BRANDS CL A 21036P108 10,173 2,874 39.38 1,450 39.42 0.0701
2016-02-09 2015-12-31 13F CONSTELLATION BRANDS CL A 21036P108 7,299 2,066 39.48 1,040 58.78 0.0499
2015-11-13 2015-09-30 13F CONSTELLATION BRANDS CL A 21036P108 5,233 1,407 36.77 655 47.52 0.0360
2015-08-13 2015-06-30 13F CONSTELLATION BRANDS CL A 21036P108 3,826 1,394 57.32 444 56.89 0.0211
2015-05-13 2015-03-31 13F CONSTELLATION BRANDS CL A 21036P108 2,432 248 11.36 283 32.24 0.0163
2015-02-17 2014-12-31 13F CONSTELLATION BRANDS CL A 21036P108 2,184 2,184 214 0.0138
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.