Dmitry Balyasny’s Constellation Brands STZ Stock Holding History

Dmitry Balyasny’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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dmitry Balyasny's STZ Position: Q2 2026 in Review

Dmitry Balyasny reduced its Constellation Brands (STZ) stake by 36% in Q2 2026, selling an estimated $113M and leaving 1,331,412 shares worth $185M. The position accounts for 0.23% of the portfolio, ranked #91.

Dmitry Balyasny first reported a position in STZ in Q4 2013 and has held it in 40 quarters since. The position peaked at $314M in Q1 2026. 1,025 funds tracked by Wall St. Rank hold STZ as of Q2 2026.

Dmitry Balyasny held 1,331,412 shares of Constellation Brands worth $185M as of Q2 2026.
Dmitry Balyasny sold 762,434 Constellation Brands shares in Q2 2026, an estimated $113M.
Constellation Brands made up 0.23% of Dmitry Balyasny's portfolio in Q2 2026, its #91 holding.
Dmitry Balyasny first reported a position in Constellation Brands in Q4 2013 and has held it in 40 quarters since.
Dmitry Balyasny's Constellation Brands position peaked at $314M in Q1 2026.
1,025 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.