JP Morgan Chase
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JP Morgan Chase’s Constellation Brands STZ Stock Holding History

JP Morgan Chase’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 		$1.51M Sell
10,000
-100,000
-91% -$15.4M ﹤0.01% 4305
2025
Q4 		$15.2M Buy
110,000
+50,000
+83% +$6.86M ﹤0.01% 2307
2025
Q3 		$8.08M Hold
60,000
– – ﹤0.01% 2913
2025
Q2 		$9.76M Sell
60,000
-25,600
-30% -$4.59M ﹤0.01% 2577
2025
Q1 		$15.7M Buy
85,600
+25,600
+43% +$4.65M ﹤0.01% 2122
2024
Q4 		$13.3M Hold
60,000
– – ﹤0.01% 2433
2024
Q3 		$15.5M Buy
+60,000
New +$14.9M ﹤0.01% 2220
2024
Q2 		– Sell
-15,800
Closed -$4.29M – 7732
2024
Q1 		$4.29M Sell
15,800
-800
-5% -$202K ﹤0.01% 3222
2023
Q4 		$4.01M Sell
16,600
-5,700
-26% -$1.36M ﹤0.01% 3282
2023
Q3 		$5.6M Buy
22,300
+2,400
+12% +$627K ﹤0.01% 2744
2023
Q2 		$4.9M Buy
+19,900
New +$4.66M ﹤0.01% 2880
2023
Q1 		– Sell
-15,500
Closed -$3.59M – 7203
2022
Q4 		$3.59M Buy
15,500
+4,300
+38% +$1.03M ﹤0.01% 3097
2022
Q3 		$2.57M Buy
11,200
+2,300
+26% +$561K ﹤0.01% 3263
2022
Q2 		$2.07M Sell
8,900
-2,900
-25% -$706K ﹤0.01% 3520
2022
Q1 		$2.72M Sell
11,800
-18,400
-61% -$4.25M ﹤0.01% 3512
2021
Q4 		$7.58M Hold
30,200
– – ﹤0.01% 2694
2021
Q3 		$6.36M Buy
30,200
+11,800
+64% +$2.58M ﹤0.01% 2827
2021
Q2 		$4.3M Buy
+18,400
New +$4.32M ﹤0.01% 3183
2020
Q1 		– Sell
-18,900
Closed -$3.59M – 5710
2019
Q4 		$3.59M Sell
18,900
-16,400
-46% -$3.1M ﹤0.01% 2947
2019
Q3 		$7.32M Buy
35,300
+16,400
+87% +$3.29M ﹤0.01% 2378
2019
Q2 		$3.56M Sell
18,900
-70,000
-79% -$13.7M ﹤0.01% 2908
2019
Q1 		$15.6M Sell
88,900
-714,100
-89% -$120M ﹤0.01% 1718
2018
Q4 		$129M Buy
803,000
+34,700
+5% +$6.9M 0.03% 532
2018
Q3 		$166M Sell
768,300
-710,000
-48% -$151M 0.03% 515
2018
Q2 		$324M Buy
1,478,300
+1,343,900
+1,000% +$304M 0.07% 305
2018
Q1 		$30.6M Buy
+134,400
New +$29.6M 0.01% 1237

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

JP Morgan Chase's STZ Position: Q1 2026 in Review

JP Morgan Chase reduced its Constellation Brands (STZ) stake by 22% in Q1 2026, selling an estimated $45.2M and leaving 1,014,188 shares worth $153M. The position accounts for 0.01% of the portfolio, ranked #800.

JP Morgan Chase first reported a position in STZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.56B in Q4 2020. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

  • JP Morgan Chase held 1,014,188 shares of Constellation Brands worth $153M as of Q1 2026.
  • JP Morgan Chase sold 292,545 Constellation Brands shares in Q1 2026, an estimated $45.2M.
  • Constellation Brands made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #800 holding.
  • JP Morgan Chase first reported a position in Constellation Brands in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Constellation Brands position peaked at $1.56B in Q4 2020.
  • 1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.