Balyasny Asset Management’s Constellation Brands STZ Stock Holding History

Balyasny Asset Management’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	–	Sell	-70,000	Closed	-$9.66M	–	3497
2025 Q4	$9.66M	Sell	70,000 -10,500	-13%	-$1.44M	0.01%	1048
2025 Q3	$10.8M	Buy	80,500 +20,500	+34%	+$3.26M	0.01%	1007
2025 Q2	$9.76M	Sell	60,000 -37,500	-38%	-$6.73M	0.01%	977
2025 Q1	$17.9M	Buy	97,500 +87,200	+847%	+$15.8M	0.03%	651
2024 Q4	$2.28M	Buy	10,300 +9,100	+758%	+$2.16M	﹤0.01%	1625
2024 Q3	$309K	Buy	+1,200	New	+$297K	﹤0.01%	2446
2023 Q1	–	Sell	-16,800	Closed	-$3.89M	–	3135
2022 Q4	$3.89M	Hold	16,800	–	–	0.01%	1131
2022 Q3	$3.86M	Buy	16,800 +4,800	+40%	+$1.17M	0.01%	1150
2022 Q2	$2.8M	Buy	+12,000	New	+$2.92M	0.01%	1230

Other funds holding STZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Balyasny Asset Management's STZ Position: Q1 2026 in Review

Balyasny Asset Management increased its Constellation Brands (STZ) stake by 9,480% in Q1 2026, buying an estimated $320M and bringing the position to 2,093,846 shares worth $314M. The position accounts for 0.41% of the portfolio, ranked #32.

Balyasny Asset Management first reported a position in STZ in Q4 2013 and has held it in 39 quarters since. 1,042 funds tracked by Wall St. Rank hold STZ as of Q1 2026.

Balyasny Asset Management held 2,093,846 shares of Constellation Brands worth $314M as of Q1 2026.
Balyasny Asset Management bought 2,071,989 Constellation Brands shares in Q1 2026, an estimated $320M.
Constellation Brands made up 0.41% of Balyasny Asset Management's portfolio in Q1 2026, its #32 holding.
Balyasny Asset Management first reported a position in Constellation Brands in Q4 2013 and has held it in 39 quarters since.
1,042 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.