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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal's STZ Position: Q2 2026 in Review

Bank of Montreal increased its Constellation Brands (STZ) stake by 30% in Q2 2026, buying an estimated $4.6M and bringing the position to 133,147 shares worth $18.5M. The position accounts for 0.01% of the portfolio, ranked #953.

Bank of Montreal first reported a position in STZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $264M in Q3 2018. 1,036 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Bank of Montreal held 133,147 shares of Constellation Brands worth $18.5M as of Q2 2026.
Bank of Montreal bought 30,938 Constellation Brands shares in Q2 2026, an estimated $4.6M.
Constellation Brands made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #953 holding.
Bank of Montreal first reported a position in Constellation Brands in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Constellation Brands position peaked at $264M in Q3 2018.
1,036 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.