JP Morgan Chase’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
68,100
-6,900
| -9% | -$1.07M | ﹤0.01% | 2642 |
|
|
2025
Q4 | $10.3M | Buy |
75,000
+20,000
| +36% | +$2.74M | ﹤0.01% | 2653 |
|
|
2025
Q3 | $7.41M | Hold |
55,000
| – | – | ﹤0.01% | 2994 |
|
|
2025
Q2 | $8.95M | Sell |
55,000
-30,600
| -36% | -$5.49M | ﹤0.01% | 2656 |
|
|
2025
Q1 | $15.7M | Buy |
85,600
+15,600
| +22% | +$2.83M | ﹤0.01% | 2123 |
|
|
2024
Q4 | $15.5M | Hold |
70,000
| – | – | ﹤0.01% | 2279 |
|
|
2024
Q3 | $18M | Buy |
70,000
+60,000
| +600% | +$14.9M | ﹤0.01% | 2082 |
|
|
2024
Q2 | $2.57M | Sell |
10,000
-45,800
| -82% | -$11.8M | ﹤0.01% | 3567 |
|
|
2024
Q1 | $15.2M | Sell |
55,800
-3,500
| -6% | -$886K | ﹤0.01% | 2125 |
|
|
2023
Q4 | $14.3M | Sell |
59,300
-10,000
| -14% | -$2.38M | ﹤0.01% | 2129 |
|
|
2023
Q3 | $17.4M | Buy |
69,300
+10,900
| +19% | +$2.85M | ﹤0.01% | 1793 |
|
|
2023
Q2 | $14.4M | Buy |
58,400
+52,100
| +827% | +$12.2M | ﹤0.01% | 1980 |
|
|
2023
Q1 | $1.42M | Buy |
6,300
+2,500
| +66% | +$556K | ﹤0.01% | 3793 |
|
|
2022
Q4 | $881K | Buy |
3,800
+2,400
| +171% | +$574K | ﹤0.01% | 4143 |
|
|
2022
Q3 | $322K | Hold |
1,400
| – | – | ﹤0.01% | 4712 |
|
|
2022
Q2 | $326K | Sell |
1,400
-17,600
| -93% | -$4.28M | ﹤0.01% | 4806 |
|
|
2022
Q1 | $4.38M | Hold |
19,000
| – | – | ﹤0.01% | 3121 |
|
|
2021
Q4 | $4.77M | Buy |
19,000
+12,500
| +192% | +$2.85M | ﹤0.01% | 3098 |
|
|
2021
Q3 | $1.37M | Buy |
+6,500
| New | +$1.42M | ﹤0.01% | 4075 |
|
|
2020
Q1 | – | Sell |
-20,800
| Closed | -$3.95M | – | 5711 |
|
|
2019
Q4 | $3.95M | Hold |
20,800
| – | – | ﹤0.01% | 2876 |
|
|
2019
Q3 | $4.31M | Hold |
20,800
| – | – | ﹤0.01% | 2824 |
|
|
2019
Q2 | $3.92M | Hold |
20,800
| – | – | ﹤0.01% | 2844 |
|
|
2019
Q1 | $3.65M | Sell |
20,800
-449,500
| -96% | -$75.7M | ﹤0.01% | 2859 |
|
|
2018
Q4 | $75.6M | Sell |
470,300
-2,422,700
| -84% | -$481M | 0.02% | 728 |
|
|
2018
Q3 | $624M | Buy |
2,893,000
+1,089,900
| +60% | +$232M | 0.12% | 185 |
|
|
2018
Q2 | $395M | Buy |
+1,803,100
| New | +$407M | 0.08% | 264 |
|
|
2017
Q1 | – | Sell |
-26,800
| Closed | -$4.11M | – | 5220 |
|
|
2016
Q4 | $4.11M | Buy |
+26,800
| New | +$4.26M | ﹤0.01% | 2611 |
|
|
2016
Q3 | – | Sell |
-5,500
| Closed | -$910K | – | 4786 |
|
|
2016
Q2 | $910K | Buy |
+5,500
| New | +$861K | ﹤0.01% | 3218 |
|
|
2014
Q1 | – | Sell |
-54,000
| Closed | -$3.8M | – | 3910 |
|
|
2013
Q4 | $3.8M | Sell |
54,000
-5,000
| -8% | -$334K | ﹤0.01% | 2349 |
|
|
2013
Q3 | $3.39M | Hold |
59,000
| – | – | ﹤0.01% | 2448 |
|
|
2013
Q2 | $3.08M | Buy |
+59,000
| New | +$2.97M | ﹤0.01% | 2476 |
|
Other funds holding STZ
VCM
VPM
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.