Ray Dalio’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 | $1.73M | Sell |
11,523
-1,955
| -15% | -$302K | 0.01% | 690 |
|
|
2025
Q4 | $1.86M | Sell |
13,478
-5,808
| -30% | -$797K | 0.01% | 783 |
|
|
2025
Q3 | $2.6M | Buy |
19,286
+11,053
| +134% | +$1.76M | 0.01% | 664 |
|
|
2025
Q2 | $1.34M | Sell |
8,233
-3,213
| -28% | -$576K | 0.01% | 452 |
|
|
2025
Q1 | $2.1M | Sell |
11,446
-123,918
| -92% | -$22.5M | 0.01% | 444 |
|
|
2024
Q4 | $29.9M | Sell |
135,364
-32,538
| -19% | -$7.73M | 0.14% | 120 |
|
|
2024
Q3 | $43.3M | Sell |
167,902
-75,498
| -31% | -$18.7M | 0.25% | 74 |
|
|
2024
Q2 | $62.6M | Sell |
243,400
-18,399
| -7% | -$4.73M | 0.33% | 54 |
|
|
2024
Q1 | $71.1M | Sell |
261,799
-27,221
| -9% | -$6.89M | 0.36% | 53 |
|
|
2023
Q4 | $69.9M | Buy |
289,020
+50,059
| +21% | +$11.9M | 0.39% | 56 |
|
|
2023
Q3 | $60.1M | Buy |
238,961
+15,479
| +7% | +$4.04M | 0.36% | 54 |
|
|
2023
Q2 | $55M | Sell |
223,482
-70,062
| -24% | -$16.4M | 0.34% | 62 |
|
|
2023
Q1 | $66.3M | Sell |
293,544
-42,139
| -13% | -$9.38M | 0.4% | 53 |
|
|
2022
Q4 | $77.8M | Sell |
335,683
-46,992
| -12% | -$11.2M | 0.42% | 49 |
|
|
2022
Q3 | $87.9M | Sell |
382,675
-31,138
| -8% | -$7.59M | 0.44% | 48 |
|
|
2022
Q2 | $96.4M | Sell |
413,813
-26,716
| -6% | -$6.5M | 0.41% | 48 |
|
|
2022
Q1 | $101M | Buy |
440,529
+110,604
| +34% | +$25.5M | 0.41% | 43 |
|
|
2021
Q4 | $82.8M | Sell |
329,925
-33,941
| -9% | -$7.73M | 0.48% | 38 |
|
|
2021
Q3 | $76.7M | Buy |
363,866
+29,026
| +9% | +$6.34M | 0.42% | 47 |
|
|
2021
Q2 | $78.3M | Buy |
334,840
+116,764
| +54% | +$27.4M | 0.5% | 39 |
|
|
2021
Q1 | $49.7M | Buy |
218,076
+16,630
| +8% | +$3.75M | 0.44% | 47 |
|
|
2020
Q4 | $44.1M | Buy |
201,446
+105,258
| +109% | +$20.7M | 0.38% | 46 |
|
|
2020
Q3 | $18.2M | Buy |
96,188
+89,227
| +1,282% | +$16.3M | 0.22% | 54 |
|
|
2020
Q2 | $1.22M | Sell |
6,961
-3,520
| -34% | -$586K | 0.02% | 152 |
|
|
2020
Q1 | $1.5M | Buy |
+10,481
| New | +$1.85M | 0.03% | 154 |
|
|
2019
Q2 | – | Sell |
-72,452
| Closed | -$12.7M | – | 356 |
|
|
2019
Q1 | $12.7M | Buy |
72,452
+4,712
| +7% | +$794K | 0.08% | 75 |
|
|
2018
Q4 | $10.9M | Buy |
+67,740
| New | +$13.5M | 0.1% | 109 |
|
|
2017
Q1 | – | Sell |
-63,913
| Closed | -$9.8M | – | 313 |
|
|
2016
Q4 | $9.8M | Buy |
63,913
+45,000
| +238% | +$7.15M | 0.09% | 76 |
|
|
2016
Q3 | $3.15M | Buy |
18,913
+16,700
| +755% | +$2.75M | 0.03% | 165 |
|
|
2016
Q2 | $366K | Sell |
2,213
-26,200
| -92% | -$4.1M | ﹤0.01% | 310 |
|
|
2016
Q1 | $4.29M | Buy |
28,413
+24,176
| +571% | +$3.49M | 0.05% | 134 |
|
|
2015
Q4 | $604K | Buy |
+4,237
| New | +$583K | 0.01% | 231 |
|
|
2014
Q4 | – | Sell |
-30,061
| Closed | -$2.62M | – | 410 |
|
|
2014
Q3 | $2.62M | Buy |
30,061
+10,442
| +53% | +$908K | 0.02% | 151 |
|
|
2014
Q2 | $1.73M | Buy |
+19,619
| New | +$1.62M | 0.01% | 199 |
|
|
2014
Q1 | – | Sell |
-17,425
| Closed | -$1.23M | – | 381 |
|
|
2013
Q4 | $1.23M | Buy |
17,425
+6,100
| +54% | +$408K | 0.01% | 194 |
|
|
2013
Q3 | $650K | Buy |
+11,325
| New | +$616K | 0.01% | 254 |
|
Other funds holding STZ
VCM
VPM
Ray Dalio's STZ Position: Q1 2026 in Review
Ray Dalio reduced its Constellation Brands (STZ) stake by 15% in Q1 2026, selling an estimated $302K and leaving 11,523 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #690.
Ray Dalio first reported a position in STZ in Q3 2013 and has held it in 36 quarters since. The position peaked at $101M in Q1 2022. 1,047 funds tracked by Wall St. Rank hold STZ as of Q1 2026.
- Ray Dalio held 11,523 shares of Constellation Brands worth $1.73M as of Q1 2026.
- Ray Dalio sold 1,955 Constellation Brands shares in Q1 2026, an estimated $302K.
- Constellation Brands made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #690 holding.
- Ray Dalio first reported a position in Constellation Brands in Q3 2013 and has held it in 36 quarters since.
- Ray Dalio's Constellation Brands position peaked at $101M in Q1 2022.
- 1,047 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2026.
Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.