Constellation Brands, Inc.
MX ˙ BMV ˙ US21036P1084
SecurityMX:STZ / Constellation Brands, Inc.
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership2,461 shares
Latest Disclosed Value $ 369,194
EverSource Wealth Advisors, LLC reports 28.83% decrease in ownership of STZ / Constellation Brands, Inc.

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,461 shares of Constellation Brands, Inc. (MX:STZ) valued at $369,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,458 shares of Constellation Brands, Inc.. This represents a change in shares of -28.83% 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)
2026-05-15 2026-03-31 13F/A-1 CONSTELLATION BRANDS INC CL A Stock 21036P108 2,461 -997 -28.83 369 -22.64 0.0017
2026-05-14 2026-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 9,359 5,901 1,282 0.0070
2026-02-06 2025-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 3,458 -1,364 -28.29 477 -26.50 0.0176
2025-11-10 2025-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 4,822 490 11.31 649 -7.81 0.0257
2025-08-13 2025-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 4,332 292 7.23 705 -4.99 0.0318
2025-05-13 2025-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 4,040 1,824 82.31 741 51.53 0.0407
2025-02-10 2024-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 2,216 169 8.26 490 -7.21 0.0275
2024-11-08 2024-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 2,047 97 4.97 528 10.25 0.0334
2024-08-13 2024-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 1,950 200 11.43 478 7.90 0.0318
2024-06-11 2024-03-31 13F/A-1 CONSTELLATION BRANDS INC CL A Stock 21036P108 1,750 96 5.80 443 11.03 0.0349
2024-05-13 2024-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 1,654 0 400 0.0142
2024-02-09 2023-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 1,654 238 16.81 400 12.08 0.0366
2023-11-03 2023-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 1,416 431 43.76 356 47.11 0.0378
2023-08-04 2023-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 985 50 5.35 242 14.69 0.0267
2023-05-11 2023-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 935 62 7.10 211 4.46 0.0263
2023-02-09 2022-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 873 -88 -9.16 202 -8.60 0.0307
2022-11-07 2022-09-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 961 129 15.50 221 13.92 0.0506
2022-08-01 2022-06-30 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 832 63 8.19 194 9.60 0.0500
2022-05-25 2022-03-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 769 116 17.76 177 7.93 0.0449
2022-02-17 2021-12-31 13F/A-1 CONSTELLATION BRANDS INC CL A Stock 21036P108 653 653 164 0.0459
2022-02-07 2021-12-31 13F CONSTELLATION BRANDS INC CL A Stock 21036P108 653 653 164 0.0459
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.