Ray Dalio's STZ Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 19,286 shares of Constellation Brands, Inc. (STZ) worth $2.6 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in STZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2021, adding 116,764 shares. Largest reduction occurred in Q1 2025, reducing 123,918 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Constellation Brands (STZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Constellation Brands (STZ) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +11,325 | New Buy | 11,325 | $57.40 |
| Q4 2013 | +6,100 | Add 53.86% | 17,425 | $70.36 |
| Q1 2014 | -17,425 | Sold Out | 17,425 | $0.00 |
| Q2 2014 | +19,619 | New Buy | 19,619 | $88.13 |
| Q3 2014 | +10,442 | Add 53.22% | 30,061 | $87.16 |
| Q4 2014 | -30,061 | Sold Out | 30,061 | $0.00 |
| Q4 2015 | +4,237 | New Buy | 4,237 | $142.55 |
| Q1 2016 | +24,176 | Add 570.59% | 28,413 | $151.09 |
| Q2 2016 | -26,200 | Reduce 92.21% | 2,213 | $165.39 |
| Q3 2016 | +16,700 | Add 754.63% | 18,913 | $166.50 |
| Q4 2016 | +45,000 | Add 237.93% | 63,913 | $153.32 |
| Q1 2017 | -63,913 | Sold Out | 63,913 | $0.00 |
| Q4 2018 | +67,740 | New Buy | 67,740 | $160.82 |
| Q1 2019 | +4,712 | Add 6.96% | 72,452 | $175.33 |
| Q2 2019 | -72,452 | Sold Out | 72,452 | $0.00 |
| Q1 2020 | +10,481 | New Buy | 10,481 | $143.40 |
| Q2 2020 | -3,520 | Reduce 33.58% | 6,961 | $174.97 |
| Q3 2020 | +89,227 | Add 1281.81% | 96,188 | $189.51 |
| Q4 2020 | +105,258 | Add 109.43% | 201,446 | $219.05 |
| Q1 2021 | +16,630 | Add 8.26% | 218,076 | $228.00 |
| Q2 2021 | +116,764 | Add 53.54% | 334,840 | $233.89 |
| Q3 2021 | +29,026 | Add 8.67% | 363,866 | $210.69 |
| Q4 2021 | -33,941 | Reduce 9.33% | 329,925 | $250.97 |
| Q1 2022 | +110,604 | Add 33.52% | 440,529 | $230.32 |
| Q2 2022 | -26,716 | Reduce 6.06% | 413,813 | $233.06 |
| Q3 2022 | -31,138 | Reduce 7.52% | 382,675 | $229.68 |
| Q4 2022 | -46,992 | Reduce 12.28% | 335,683 | $231.75 |
| Q1 2023 | -42,139 | Reduce 12.55% | 293,544 | $225.89 |
| Q2 2023 | -70,062 | Reduce 23.87% | 223,482 | $246.13 |
| Q3 2023 | +15,479 | Add 6.93% | 238,961 | $251.33 |
| Q4 2023 | +50,059 | Add 20.95% | 289,020 | $241.75 |
| Q1 2024 | -27,221 | Reduce 9.42% | 261,799 | $271.76 |
| Q2 2024 | -18,399 | Reduce 7.03% | 243,400 | $257.28 |
| Q3 2024 | -75,498 | Reduce 31.02% | 167,902 | $257.69 |
| Q4 2024 | -32,538 | Reduce 19.38% | 135,364 | $221.00 |
| Q1 2025 | -123,918 | Reduce 91.54% | 11,446 | $183.52 |
| Q2 2025 | -3,213 | Reduce 28.07% | 8,233 | $162.68 |
| Q3 2025 | +11,053 | Add 134.25% | 19,286 | $134.67 |
Ray Dalio's Constellation Brands Investment FAQs
Ray Dalio first purchased Constellation Brands, Inc. (STZ) in Q3 2013, acquiring 11,325 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Constellation Brands, Inc. (STZ) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Constellation Brands, Inc. (STZ) was in Q2 2021, adding 334,840 shares worth $78.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 19,286 shares of Constellation Brands, Inc. (STZ), valued at approximately $2.6 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Constellation Brands, Inc. (STZ) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Constellation Brands, Inc. (STZ) was 440,529 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.