Constellation Brands, Inc.
US ˙ NYSE ˙ US21036P1084

SecuritySTZ / Constellation Brands, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4,981 shares
Latest Disclosed Value $ 747,150
IFP Advisors, Inc reports 15.01% decrease in ownership of STZ / Constellation Brands, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4,981 shares of Constellation Brands, Inc. (US:STZ) valued at $747,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,861 shares of Constellation Brands, Inc.. This represents a change in shares of -15.01% during the quarter. The current value of the position is $674,427 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 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 cs 21036P108 4,981 -880 -15.01 747 -7.55 0.0155
2026-02-06 2025-12-31 13F CONSTELLATION BRANDS cs 21036P108 5,861 3,630 162.71 809 169.33 0.0182
2026-02-06 2025-09-30 13F/A-1 CONSTELLATION BRANDS cs 21036P108 2,231 1,822 445.48 300 28.76 0.0078
2025-12-02 2025-09-30 13F CONSTELLATION BRANDS cs 21036P108 1,705 1,296 372 0.0096
2025-07-24 2025-06-30 13F CONSTELLATION BRANDS cs 21036P108 409 -5,352 -92.90 233 -77.96 0.0066
2025-05-05 2025-03-31 13F CONSTELLATION BRANDS cs 21036P108 5,761 3,659 174.07 1,057 -56.91 0.0326
2025-02-04 2024-12-31 13F CONSTELLATION BRANDS cs 21036P108 2,102 -5,425 -72.07 2,454 26.51 0.0804
2025-02-04 2024-09-30 13F CONSTELLATION BRANDS cs 21036P108 7,527 -271 -3.48 1,940 -3.34 0.0699
2024-07-30 2024-06-30 13F CONSTELLATION BRANDS cs 21036P108 7,798 -258 -3.20 2,007 -8.36 0.0796
2024-07-30 2024-03-31 13F CONSTELLATION BRANDS cs 21036P108 8,056 69 0.86 2,189 13.42 0.0960
2024-01-09 2023-12-31 13F CONSTELLATION BRANDS cs 21036P108 7,987 -121 -1.49 1,931 -5.25 0.0911
2023-10-12 2023-09-30 13F CONSTELLATION BRANDS cs 21036P108 8,108 207 2.62 2,038 4.78 0.0916
2023-08-14 2023-06-30 13F/A-1 CONSTELLATION BRANDS cs 21036P108 7,901 -214 -2.64 1,945 7.58 0.0813
2023-08-04 2023-06-30 13F CONSTELLATION BRANDS cs 21036P108 7,901 -214 1,760 0.0814
2023-04-18 2023-03-31 13F CONSTELLATION BRANDS cs 21036P108 8,115 -2,239 -21.62 1,808 90,250.00 0.0787
2023-02-07 2022-12-31 13F CONSTELLATION BRANDS cs 21036P108 10,354 -4,589 -30.71 2 -99.94 0.0619
2022-11-08 2022-09-30 13F CONSTELLATION BRANDS cs 21036P108 14,943 745 5.25 3,345 5.32 0.0872
2022-09-06 2022-06-30 13F/A-1 CONSTELLATION BRANDS cs 21036P108 14,198 0 0.00 3,176 0.00 0.1018
2022-09-06 2022-03-31 13F/A-1 CONSTELLATION BRANDS cs 21036P108 14,198 7,033 98.16 3,176 75.57 0.1018
2022-08-08 2022-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 7,194 29 1,607 0.0328
2022-01-12 2021-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 7,165 324 4.74 1,809 23.99 0.0353
2021-10-06 2021-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 6,841 348 5.36 1,459 -3.95 0.0292
2021-07-13 2021-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 6,493 52 0.81 1,519 3.54 0.0314
2021-04-30 2021-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 6,441 145 2.30 1,467 6.46 0.0285
2021-01-25 2020-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 6,296 230 3.79 1,378 19.93 0.0559
2020-10-29 2020-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 6,066 533 9.63 1,149 19.56 0.0686
2020-08-05 2020-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 5,533 35 0.64 961 23.84 0.0762
2020-05-12 2020-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 5,498 -336 -5.76 776 -29.65 0.0783
2020-01-17 2019-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 5,834 334 6.07 1,103 -2.48 0.0829
2019-11-07 2019-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 5,500 3,876 238.67 1,131 294.08 0.0758
2019-05-15 2019-03-31 13F CONSTELLATION BRANDSINC CL A Stock 21036P108 1,624 -2,391 -59.55 287 -56.12 0.0392
2019-06-03 2018-12-31 13F/A-10 CONSTELLATION BRANDS INC CL A Stock 21036P108 4,015 1,598 66.12 654 25.53 0.0399
2019-01-23 2018-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 4,015 1,598 654 0.0399
2019-06-03 2018-09-30 13F/A-9 CONSTELLATION BRANDS INC CL A Stock 21036P108 2,417 -2,721 -52.96 521 -53.69 0.0212
2018-10-25 2018-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 2,417 -2,721 521 0.0212
2019-06-03 2018-06-30 13F/A-8 CONSTELLATION BRANDS INC CL A Stock 21036P108 5,138 -1,454 -22.06 1,125 -25.35 0.0473
2018-08-07 2018-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 5,138 273 1,125
2019-06-03 2018-03-31 13F/A-7 CONSTELLATION BRANDS INC CL A Stock 21036P108 6,592 0 0.00 1,507 0.00 0.0683
2018-05-09 2018-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 4,865 -1,727 1,109
2019-06-03 2017-12-31 13F/A-6 CONSTELLATION BRANDS INC CL A Stock 21036P108 6,592 -3,212 -32.76 1,507 -22.92 0.0683
2018-01-24 2017-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 6,592 -3,212 1,507
2017-10-30 2017-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 9,804 -1,400 -12.50 1,955 -9.95 0.0776
2019-06-03 2017-06-30 13F/A-5 CONSTELLATION BRANDS INC CL A Stock 21036P108 11,204 -21 -0.19 2,171 19.35 0.0920
2017-07-31 2017-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 11,204 -21 2,171
2019-06-03 2017-03-31 13F/A-4 CONSTELLATION BRANDS INC CL A Stock 21036P108 11,225 -52 -0.46 1,819 5.21 0.0792
2017-04-26 2017-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 11,225 -52 1,819
2019-06-03 2016-12-31 13F/A-3 CONSTELLATION BRANDS INC CL A Stock 21036P108 11,277 263 2.39 1,729 -5.73 0.0834
2017-02-14 2016-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 11,277 263 1,729
2016-11-04 2016-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 11,014 89 0.81 1,834 1.49 0.0954
2019-06-03 2016-06-30 13F/A-2 CONSTELLATION BRANDS INC CL A Stock 21036P108 10,925 9,301 572.72 1,807 529.62 0.1009
2016-08-22 2016-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 10,925 9,301 1,807
2019-06-03 2016-03-31 13F/A-1 CONSTELLATION BRANDSINC CL A Stock 21036P108 1,624 -4,081 -71.53 287 -64.70 0.0392
2016-05-02 2016-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 10,004 4,299 1,512
2016-02-11 2015-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 5,705 5,705 813 0.0546
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.