Constellation Brands, Inc.
US ˙ NYSE ˙ US21036P1084

SecuritySTZ / Constellation Brands, Inc.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership1,720 shares
Latest Disclosed Value $ 258,000
Legacy Bridge, LLC reports 2.55% decrease in ownership of STZ / Constellation Brands, Inc.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 1,720 shares of Constellation Brands, Inc. (US:STZ) valued at $258,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,765 shares of Constellation Brands, Inc.. This represents a change in shares of -2.55% during the quarter. The current value of the position is $232,888 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)
2026-05-14 2026-03-31 13F CONSTELLATION BRANDS CL A 21036P108 1,720 -45 -2.55 258 6.17 0.0984
2026-01-23 2025-12-31 13F CONSTELLATION BRANDS CL A 21036P108 1,765 34 1.96 244 4.29 0.0988
2025-11-12 2025-09-30 13F CONSTELLATION BRANDS CL A 21036P108 1,731 -30 -1.70 233 -18.53 0.0970
2025-08-06 2025-06-30 13F CONSTELLATION BRANDS CL A 21036P108 1,761 0 0.00 286 -11.46 0.1360
2025-05-08 2025-03-31 13F CONSTELLATION BRANDS CL A 21036P108 1,761 -116 -6.18 323 -21.98 0.1803
2025-01-22 2024-12-31 13F CONSTELLATION BRANDS CL A 21036P108 1,877 0 0.00 415 -14.29 0.2163
2024-11-07 2024-09-30 13F CONSTELLATION BRANDS CL A 21036P108 1,877 0 0.00 484 0.21 0.2605
2024-08-06 2024-06-30 13F CONSTELLATION BRANDS CL A 21036P108 1,877 11 0.59 483 -4.93 0.2847
2024-04-25 2024-03-31 13F CONSTELLATION BRANDS CL A 21036P108 1,866 -100 -5.09 507 6.74 0.2967
2024-01-17 2023-12-31 13F CONSTELLATION BRANDS CL A 21036P108 1,966 0 0.00 475 -3.85 0.3080
2023-10-11 2023-09-30 13F CONSTELLATION BRANDS CL A 21036P108 1,966 100 5.36 494 7.63 0.3522
2023-07-11 2023-06-30 13F CONSTELLATION BRANDS CL A 21036P108 1,866 -280 -13.05 459 -5.17 0.3066
2023-04-24 2023-03-31 13F CONSTELLATION BRANDS CL A 21036P108 2,146 0 0.00 485 -2.62 0.3382
2023-01-11 2022-12-31 13F CONSTELLATION BRANDS CL A 21036P108 2,146 41 1.95 497 2.90 0.3535
2022-11-02 2022-09-30 13F CONSTELLATION BRANDS CL A 21036P108 2,105 0 0.00 483 -1.63 0.3853
2022-07-21 2022-06-30 13F CONSTELLATION BRANDS CL A 21036P108 2,105 0 0.00 491 1.24 0.3624
2022-04-28 2022-03-31 13F CONSTELLATION BRANDS CL A 21036P108 2,105 0 0.00 485 -8.14 0.2833
2022-01-18 2021-12-31 13F CONSTELLATION BRANDS CL A 21036P108 2,105 -60 -2.77 528 15.79 0.2751
2021-10-26 2021-09-30 13F CONSTELLATION BRANDS CL A 21036P108 2,165 -25 -1.14 456 -10.94 0.2629
2021-08-03 2021-06-30 13F CONSTELLATION BRANDS CL A 21036P108 2,190 0 0.00 512 2.61 0.2896
2021-04-29 2021-03-31 13F CONSTELLATION BRANDS CL A 21036P108 2,190 -20 -0.90 499 3.10 0.3229
2021-02-02 2020-12-31 13F CONSTELLATION BRANDS CL A 21036P108 2,210 0 0.00 484 15.51 0.3509
2020-10-19 2020-09-30 13F CONSTELLATION BRANDS CL A 21036P108 2,210 0 0.00 419 8.27 0.3825
2020-08-04 2020-06-30 13F CONSTELLATION BRANDS CL A 21036P108 2,210 0 0.00 387 22.08 0.4259
2020-05-01 2020-03-31 13F/A-1 CONSTELLATION BRANDS CL A 21036P108 2,210 210 10.50 317 -16.58 0.3992
2020-04-09 2020-03-31 13F CONSTELLATION BRANDS CL A 21036P108 2,210 210 317 402,090.3625
2020-02-04 2019-12-31 13F CONSTELLATION BRANDS CL A 21036P108 2,000 -80 -3.85 380 -11.83 0.3155
2019-10-15 2019-09-30 13F CONSTELLATION BRANDS CL A 21036P108 2,080 0 0.00 431 5.12 0.4115
2019-07-11 2019-06-30 13F CONSTELLATION BRANDS CL A 21036P108 2,080 0 0.00 410 12.33 0.3955
2019-04-26 2019-03-31 13F CONSTELLATION BRANDS CL A 21036P108 2,080 0 0.00 365 8.96 0.3763
2019-01-25 2018-12-31 13F CONSTELLATION BRANDS CL A 21036P108 2,080 2,080 335 0.4146
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.