Janney Montgomery Scott
STZ icon

Janney Montgomery Scott’s Constellation Brands STZ Stock Holding History

Janney Montgomery Scott’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 		$2.97M Sell
19,776
-3,841
-16% -$593K 0.01% 1086
2025
Q4 		$3.26M Sell
23,617
-62,196
-72% -$8.53M 0.01% 1105
2025
Q3 		$11.6M Sell
85,813
-52,495
-38% -$8.35M 0.03% 546
2025
Q2 		$22.5M Buy
138,308
+33,241
+32% +$5.96M 0.06% 319
2025
Q1 		$19.3M Sell
105,067
-32,957
-24% -$5.99M 0.05% 340
2024
Q4 		$30.5M Buy
138,024
+2,927
+2% +$695K 0.08% 225
2024
Q3 		$34.8M Buy
135,097
+2,182
+2% +$541K 0.1% 210
2024
Q2 		$34.2M Buy
132,915
+17,858
+16% +$4.59M 0.1% 194
2024
Q1 		$31.3M Buy
115,057
+302
+0.3% +$76.4K 0.09% 225
2023
Q4 		$27.7M Sell
114,755
-1,228
-1% -$292K 0.09% 224
2023
Q3 		$29.1M Buy
115,983
+434
+0.4% +$113K 0.11% 174
2023
Q2 		$28.4M Sell
115,549
-14
-0% -$3.28K 0.1% 191
2023
Q1 		$26.1M Sell
115,563
-4,239
-4% -$943K 0.11% 187
2022
Q4 		$27.8M Buy
119,802
+5,505
+5% +$1.32M 0.11% 182
2022
Q3 		$26.3M Buy
114,297
+2,109
+2% +$514K 0.11% 177
2022
Q2 		$27.5M Sell
112,188
-6,038
-5% -$1.47M 0.12% 165
2022
Q1 		$27.2M Buy
118,226
+45,429
+62% +$10.5M 0.12% 181
2021
Q4 		$18.3M Buy
72,797
+12,401
+21% +$2.83M 0.07% 249
2021
Q3 		$12.7M Buy
60,396
+2,403
+4% +$524K 0.05% 306
2021
Q2 		$13.6M Buy
57,993
+5,557
+11% +$1.3M 0.06% 295
2021
Q1 		$12M Buy
52,436
+6,718
+15% +$1.51M 0.06% 295
2020
Q4 		$10M Sell
45,718
-4,200
-8% -$826K 0.05% 330
2020
Q3 		$9.46M Buy
49,918
+3,739
+8% +$682K 0.05% 307
2020
Q2 		$8.08M Buy
46,179
+143
+0.3% +$23.8K 0.05% 324
2020
Q1 		$6.6M Buy
46,036
+6,510
+16% +$1.15M 0.05% 321
2019
Q4 		$7.5M Sell
39,526
-7,482
-16% -$1.41M 0.05% 342
2019
Q3 		$9.74M Sell
47,008
-5,069
-10% -$1.02M 0.07% 277
2019
Q2 		$10.3M Buy
52,077
+3,627
+7% +$708K 0.08% 267
2019
Q1 		$8.49M Buy
48,450
+7,253
+18% +$1.22M 0.07% 295
2018
Q4 		$6.63M Sell
41,197
-1,519
-4% -$302K 0.06% 313
2018
Q3 		$9.21M Buy
42,716
+5,458
+15% +$1.16M 0.08% 271
2018
Q2 		$8.15M Buy
37,258
+1,179
+3% +$266K 0.08% 268
2018
Q1 		$8.22M Buy
36,079
+3,832
+12% +$844K 0.08% 253
2017
Q4 		$7.37M Buy
32,247
+7,114
+28% +$1.54M 0.08% 271
2017
Q3 		$5.01M Buy
25,133
+867
+4% +$172K 0.06% 337
2017
Q2 		$4.7M Sell
24,266
-1,273
-5% -$227K 0.06% 334
2017
Q1 		$4.14M Buy
25,539
+2,838
+13% +$442K 0.06% 340
2016
Q4 		$3.48M Buy
22,701
+1,930
+9% +$307K 0.05% 343
2016
Q3 		$3.46M Buy
+20,771
New +$3.42M 0.06% 310
2016
Q2 		– Sell
-17,520
Closed -$2.65M – 1112
2016
Q1 		$2.65M Buy
17,520
+13,301
+315% +$1.92M 0.07% 269
2015
Q4 		$601K Buy
4,219
+300
+8% +$41.3K 0.02% 729
2015
Q3 		$491K Buy
3,919
+405
+12% +$50K 0.01% 847
2015
Q2 		$408K Buy
3,514
+224
+7% +$26.4K 0.01% 1303
2015
Q1 		$382K Sell
3,290
-73
-2% -$8.21K 0.01% 1564
2014
Q4 		$330K Sell
3,363
-108
-3% -$9.89K 0.01% 1623
2014
Q3 		$303K Buy
+3,471
New +$302K 0.01% 1650

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Janney Montgomery Scott's STZ Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Constellation Brands (STZ) stake by 16% in Q1 2026, selling an estimated $593K and leaving 19,776 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #1086.

Janney Montgomery Scott first reported a position in STZ in Q3 2014 and has held it in 46 quarters since. The position peaked at $34.8M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • Janney Montgomery Scott held 19,776 shares of Constellation Brands worth $2.97M as of Q1 2026.
  • Janney Montgomery Scott sold 3,841 Constellation Brands shares in Q1 2026, an estimated $593K.
  • Constellation Brands made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1086 holding.
  • Janney Montgomery Scott first reported a position in Constellation Brands in Q3 2014 and has held it in 46 quarters since.
  • Janney Montgomery Scott's Constellation Brands position peaked at $34.8M in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.