Ray Dalio's BF.B Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 20,940 shares of Brown-Forman Corporation (BF.B) worth $545,696, representing 0.00% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in BF.B, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 340,532 shares. Largest reduction occurred in Q1 2024, reducing 280,915 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Brown-Forman Corporation (BF.B) Holding Value Over Time
Track share changes against reported price movement
Quarterly Brown-Forman Corporation (BF.B) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +19,972 | New Buy | 19,972 | $28.89 |
| Q2 2015 | -19,972 | Sold Out | 0 | $0.00 |
| Q3 2015 | +22,159 | New Buy | 22,159 | $31.00 |
| Q4 2015 | -22,159 | Sold Out | 0 | $0.00 |
| Q2 2016 | +19,375 | New Buy | 19,375 | $31.95 |
| Q3 2016 | -19,375 | Sold Out | 0 | $0.00 |
| Q2 2017 | +8,258 | New Buy | 8,258 | $31.12 |
| Q3 2017 | -8,258 | Sold Out | 0 | $0.00 |
| Q1 2018 | +23,586 | New Buy | 23,586 | $54.40 |
| Q2 2018 | +14,356 | Add 60.87% | 37,942 | $49.02 |
| Q3 2018 | -26,308 | Reduce 69.34% | 11,634 | $50.54 |
| Q4 2018 | +25,664 | Add 220.59% | 37,298 | $47.59 |
| Q1 2019 | -37,298 | Sold Out | 0 | $0.00 |
| Q1 2020 | +15,863 | New Buy | 15,863 | $55.54 |
| Q2 2020 | -15,863 | Sold Out | 0 | $0.00 |
| Q3 2020 | +231,167 | New Buy | 231,167 | $75.32 |
| Q4 2020 | +255,393 | Add 110.48% | 486,560 | $79.43 |
| Q1 2021 | +93,097 | Add 19.13% | 579,657 | $68.97 |
| Q2 2021 | +189,834 | Add 32.75% | 769,491 | $74.94 |
| Q3 2021 | -24,495 | Reduce 3.18% | 744,996 | $67.01 |
| Q4 2021 | -30,243 | Reduce 4.06% | 714,753 | $72.86 |
| Q1 2022 | +340,532 | Add 47.64% | 1.06 M | $67.02 |
| Q2 2022 | -162,859 | Reduce 15.43% | 892,426 | $70.16 |
| Q3 2022 | +136,481 | Add 15.29% | 1.03 M | $66.57 |
| Q4 2022 | -215,423 | Reduce 20.94% | 813,484 | $65.68 |
| Q1 2023 | -110,877 | Reduce 13.63% | 702,607 | $64.27 |
| Q2 2023 | -55,610 | Reduce 7.91% | 646,997 | $66.78 |
| Q3 2023 | -70,915 | Reduce 10.96% | 576,082 | $57.69 |
| Q4 2023 | -135,896 | Reduce 23.59% | 440,186 | $57.10 |
| Q1 2024 | -280,915 | Reduce 63.82% | 159,271 | $51.62 |
| Q2 2024 | -31,621 | Reduce 19.85% | 127,650 | $43.19 |
| Q3 2024 | -37,872 | Reduce 29.67% | 89,778 | $49.20 |
| Q4 2024 | -28,126 | Reduce 31.33% | 61,652 | $37.98 |
| Q1 2025 | -36,251 | Reduce 58.80% | 25,401 | $33.94 |
| Q2 2025 | -5,137 | Reduce 20.22% | 20,264 | $26.91 |
| Q3 2025 | +297 | Add 1.47% | 20,561 | $27.08 |
| Q4 2025 | +379 | Add 1.84% | 20,940 | $26.06 |
Ray Dalio's Brown-Forman Corporation Investment FAQs
Ray Dalio first purchased Brown-Forman Corporation (BF.B) in Q1 2015, acquiring 19,972 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 Brown-Forman Corporation (BF.B) for 37 quarters since Q1 2015.
Ray Dalio's largest addition to Brown-Forman Corporation (BF.B) was in Q1 2022, adding 1,055,285 shares worth $70.72 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 20,940 shares of Brown-Forman Corporation (BF.B), valued at approximately $545,696.
As of the Q4 2025 filing, Brown-Forman Corporation (BF.B) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Brown-Forman Corporation (BF.B) was 1,055,285 shares, as reported at the end of Q1 2022.