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Ray Dalio’s BF.B Holdings & Trades

First Buy
Q1 2015
Duration Held
37 Quarters
Largest Add
Q1 2022
+340,532 Shares
Current Position
20,940 Shares
$545,696 Value

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
Q4 2025 +379 Add 1.84% 20,940 $26.06
Q3 2025 +297 Add 1.47% 20,561 $27.08
Q2 2025 -5,137 Reduce 20.22% 20,264 $26.91
Q1 2025 -36,251 Reduce 58.80% 25,401 $33.94
Q4 2024 -28,126 Reduce 31.33% 61,652 $37.98
Q3 2024 -37,872 Reduce 29.67% 89,778 $49.20
Q2 2024 -31,621 Reduce 19.85% 127,650 $43.19
Q1 2024 -280,915 Reduce 63.82% 159,271 $51.62
Q4 2023 -135,896 Reduce 23.59% 440,186 $57.10
Q3 2023 -70,915 Reduce 10.96% 576,082 $57.69
Q2 2023 -55,610 Reduce 7.91% 646,997 $66.78
Q1 2023 -110,877 Reduce 13.63% 702,607 $64.27
Q4 2022 -215,423 Reduce 20.94% 813,484 $65.68
Q3 2022 +136,481 Add 15.29% 1.03 M $66.57
Q2 2022 -162,859 Reduce 15.43% 892,426 $70.16
Q1 2022 +340,532 Add 47.64% 1.06 M $67.02
Q4 2021 -30,243 Reduce 4.06% 714,753 $72.86
Q3 2021 -24,495 Reduce 3.18% 744,996 $67.01
Q2 2021 +189,834 Add 32.75% 769,491 $74.94
Q1 2021 +93,097 Add 19.13% 579,657 $68.97
Q4 2020 +255,393 Add 110.48% 486,560 $79.43
Q3 2020 +231,167 New Buy 231,167 $75.32
Q2 2020 -15,863 Sold Out 0 $0.00
Q1 2020 +15,863 New Buy 15,863 $55.54
Q1 2019 -37,298 Sold Out 0 $0.00
Q4 2018 +25,664 Add 220.59% 37,298 $47.59
Q3 2018 -26,308 Reduce 69.34% 11,634 $50.54
Q2 2018 +14,356 Add 60.87% 37,942 $49.02
Q1 2018 +23,586 New Buy 23,586 $54.40
Q3 2017 -8,258 Sold Out 0 $0.00
Q2 2017 +8,258 New Buy 8,258 $31.12
Q3 2016 -19,375 Sold Out 0 $0.00
Q2 2016 +19,375 New Buy 19,375 $31.95
Q4 2015 -22,159 Sold Out 0 $0.00
Q3 2015 +22,159 New Buy 22,159 $31.00
Q2 2015 -19,972 Sold Out 0 $0.00
Q1 2015 +19,972 New Buy 19,972 $28.89

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.