Bank of Montreal’s Constellation Brands STZ Stock Holding History

Bank of Montreal’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-24,500	Closed	-$4.3M	–	5054
2019 Q1	$4.3M	Buy	+24,500	New	+$4.13M	﹤0.01%	1244
2018 Q4	–	Sell	-9,200	Closed	-$1.98M	–	4844
2018 Q3	$1.98M	Buy	9,200 +1,200	+15%	+$255K	﹤0.01%	1676
2018 Q2	$1.75M	Buy	+8,000	New	+$1.81M	﹤0.01%	1706
2013 Q3	–	Sell	-2,500	Closed	-$130K	–	3934
2013 Q2	$130K	Buy	+2,500	New	+$126K	﹤0.01%	2339

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal's STZ Position: Q1 2026 in Review

Bank of Montreal reduced its Constellation Brands (STZ) stake by 12% in Q1 2026, selling an estimated $2.18M and leaving 102,209 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #940.

Bank of Montreal first reported a position in STZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $264M in Q3 2018. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Bank of Montreal held 102,209 shares of Constellation Brands worth $15.3M as of Q1 2026.
Bank of Montreal sold 14,134 Constellation Brands shares in Q1 2026, an estimated $2.18M.
Constellation Brands made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #940 holding.
Bank of Montreal first reported a position in Constellation Brands in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Constellation Brands position peaked at $264M in Q3 2018.
1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.