What smart money is saying about Constellation Brands
1 fund in our archive has pitched Constellation Brands, most recently Oakmark Fund in March 2025.
Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. It provides beer primarily under the Corona Extra, Corona Premier, Corona Familiar, Corona Light, Corona Refresca, Corona Hard Seltzer, Modelo Especial, Modelo Negra, Modelo Chelada, Pacifico, and Victoria brands. The company offers wine under the 7 Moons, Cook's California Champagne, Cooper & Thief, Crafters Union, Kim Crawford, Meiomi, Mount Veeder, Ruffino, SIMI, The Dreaming Tree, Charles Smith, The Prisoner Wine Company, Robert Mondavi, My Favorite Neighbor, and Schrader; and spirits under the Casa Noble, Copper & Kings, High West, Mi CAMPO, Nelson's Green Brier, and SVEDKA brands. It provides its products to wholesale distributors, retailers, on-premise locations, and state alcohol beverage control agencies. Constellation Brands, Inc. was founded in 1945 and is headquartered in Victor, New York.
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Position history
Between Q1 2025 and Q3 2026, 3 fund letters reported a position in Constellation Brands, with 2 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 2 moves
- September 2026
“We believe we own a number of high-quality businesses in the forms of Constellation Brands, Pepsi and Chipotle that are trading at deep discounts (i.e., more than two standard deviations) versus history.”
Constellation Brands - September 2026
“And we added to our holdings in our consumer names on price weakness, including McDonald’s, PepsiCo, Tyson Foods, and Constellation Brands.”
Constellation Brands - June 2026
“We used the proceeds from these sales and scale backs to build positions in Automatic Data Processing, Comcast Corp, Constellation Brands, Home Depot, Medtronic, NextEra Energy (repurchased later in the quarter at lower levels), PepsiCo, Inc, Procter & Gamble Co., and Tyson Foods.”
Constellation Brands
Fund coverage · 1 thesis
- Oakmark FundMarch 2025
Constellation Brands is a leading importer of premium beers in the U.S., with strong growth prospects, currently trading at a significant discount relative to its intrinsic value.
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