Ray Dalio's STZ Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 13,478 shares of Constellation Brands, Inc. (STZ) worth $1.86 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in STZ, demonstrating sustained confidence in this investment. 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,808 | Reduce 30.12% | 13,478 | $137.96 |
| Q3 2025 | +11,053 | Add 134.25% | 19,286 | $134.67 |
| Q2 2025 | -3,213 | Reduce 28.07% | 8,233 | $162.68 |
| Q1 2025 | -123,918 | Reduce 91.54% | 11,446 | $183.52 |
| Q4 2024 | -32,538 | Reduce 19.38% | 135,364 | $221.00 |
| Q3 2024 | -75,498 | Reduce 31.02% | 167,902 | $257.69 |
| Q2 2024 | -18,399 | Reduce 7.03% | 243,400 | $257.28 |
| Q1 2024 | -27,221 | Reduce 9.42% | 261,799 | $271.76 |
| Q4 2023 | +50,059 | Add 20.95% | 289,020 | $241.75 |
| Q3 2023 | +15,479 | Add 6.93% | 238,961 | $251.33 |
| Q2 2023 | -70,062 | Reduce 23.87% | 223,482 | $246.13 |
| Q1 2023 | -42,139 | Reduce 12.55% | 293,544 | $225.89 |
| Q4 2022 | -46,992 | Reduce 12.28% | 335,683 | $231.75 |
| Q3 2022 | -31,138 | Reduce 7.52% | 382,675 | $229.68 |
| Q2 2022 | -26,716 | Reduce 6.06% | 413,813 | $233.06 |
| Q1 2022 | +110,604 | Add 33.52% | 440,529 | $230.32 |
| Q4 2021 | -33,941 | Reduce 9.33% | 329,925 | $250.97 |
| Q3 2021 | +29,026 | Add 8.67% | 363,866 | $210.69 |
| Q2 2021 | +116,764 | Add 53.54% | 334,840 | $233.89 |
| Q1 2021 | +16,630 | Add 8.26% | 218,076 | $228.00 |
| Q4 2020 | +105,258 | Add 109.43% | 201,446 | $219.05 |
| Q3 2020 | +89,227 | Add 1281.81% | 96,188 | $189.51 |
| Q2 2020 | -3,520 | Reduce 33.58% | 6,961 | $174.97 |
| Q1 2020 | +10,481 | New Buy | 10,481 | $143.40 |
| Q2 2019 | -72,452 | Sold Out | 0 | $0.00 |
| Q1 2019 | +4,712 | Add 6.96% | 72,452 | $175.33 |
| Q4 2018 | +67,740 | New Buy | 67,740 | $160.82 |
| Q1 2017 | -63,913 | Sold Out | 0 | $0.00 |
| Q4 2016 | +45,000 | Add 237.93% | 63,913 | $153.32 |
| Q3 2016 | +16,700 | Add 754.63% | 18,913 | $166.50 |
| Q2 2016 | -26,200 | Reduce 92.21% | 2,213 | $165.39 |
| Q1 2016 | +24,176 | Add 570.59% | 28,413 | $151.09 |
| Q4 2015 | +4,237 | New Buy | 4,237 | $142.55 |
| Q4 2014 | -30,061 | Sold Out | 0 | $0.00 |
| Q3 2014 | +10,442 | Add 53.22% | 30,061 | $87.16 |
| Q2 2014 | +19,619 | New Buy | 19,619 | $88.13 |
| Q1 2014 | -17,425 | Sold Out | 0 | $0.00 |
| Q4 2013 | +6,100 | Add 53.86% | 17,425 | $70.36 |
| Q3 2013 | +11,325 | New Buy | 11,325 | $57.40 |
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 39 quarters since Q3 2013.
Ray Dalio's largest addition to Constellation Brands, Inc. (STZ) was in Q2 2021, adding 334,840 shares worth $78.32 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 13,478 shares of Constellation Brands, Inc. (STZ), valued at approximately $1.86 M.
As of the Q4 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.
Ray Dalio's peak holding in Constellation Brands, Inc. (STZ) was 440,529 shares, as reported at the end of Q1 2022.