Bank of Montreal
STZ icon

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
2026
Q1 		$75K Buy
+500
New +$77.2K ﹤0.01% 3199
2013
Q3 		– Sell
-40,000
Closed -$2.08M – 3935
2013
Q2 		$2.08M Buy
+40,000
New +$2.02M ﹤0.01% 1078

Other funds holding STZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
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.