Ray Dalio's HSY Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 8,924 shares of The Hershey Company (HSY) worth $1.67 M, representing 0.01% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in HSY, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2021, adding 119,501 shares. Largest reduction occurred in Q1 2024, reducing 137,929 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The Hershey Company (HSY) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Hershey Company (HSY) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +19,076 | New Buy | 19,076 | $95.41 |
| Q4 2014 | -600 | Reduce 3.15% | 18,476 | $103.92 |
| Q1 2015 | -4,500 | Reduce 24.36% | 13,976 | $100.89 |
| Q2 2015 | +4,300 | Add 30.77% | 18,276 | $88.80 |
| Q3 2015 | -3,393 | Reduce 18.57% | 14,883 | $91.85 |
| Q4 2015 | +23,900 | Add 160.59% | 38,783 | $89.27 |
| Q1 2016 | +21,100 | Add 54.41% | 59,883 | $92.10 |
| Q2 2016 | -59,883 | Sold Out | 59,883 | $92.10 |
| Q3 2016 | +40,471 | New Buy | 40,471 | $95.60 |
| Q4 2016 | -40,471 | Sold Out | 40,471 | $95.60 |
| Q1 2017 | +23,342 | New Buy | 23,342 | $109.25 |
| Q2 2017 | -23,342 | Sold Out | 23,342 | $109.25 |
| Q4 2017 | +5,180 | New Buy | 5,180 | $113.51 |
| Q1 2018 | +44,546 | Add 859.96% | 49,726 | $98.96 |
| Q2 2018 | -5,081 | Reduce 10.22% | 44,645 | $93.07 |
| Q3 2018 | +65,036 | Add 145.67% | 109,681 | $102.00 |
| Q4 2018 | -109,681 | Sold Out | 109,681 | $102.00 |
| Q1 2020 | +11,435 | New Buy | 11,435 | $132.49 |
| Q2 2020 | -3,857 | Reduce 33.73% | 7,578 | $129.59 |
| Q3 2020 | +90,535 | Add 1194.71% | 98,113 | $143.34 |
| Q4 2020 | +110,086 | Add 112.20% | 208,199 | $152.33 |
| Q1 2021 | +44,929 | Add 21.58% | 253,128 | $158.16 |
| Q2 2021 | +119,501 | Add 47.21% | 372,629 | $174.18 |
| Q3 2021 | +24,488 | Add 6.57% | 397,117 | $169.25 |
| Q4 2021 | -76,095 | Reduce 19.16% | 321,022 | $193.47 |
| Q1 2022 | +109,321 | Add 34.05% | 430,343 | $216.63 |
| Q2 2022 | -2,440 | Reduce 0.57% | 427,903 | $215.16 |
| Q3 2022 | +5,960 | Add 1.39% | 433,863 | $220.47 |
| Q4 2022 | -73,964 | Reduce 17.05% | 359,899 | $231.57 |
| Q1 2023 | -54,705 | Reduce 15.20% | 305,194 | $254.41 |
| Q2 2023 | -29,226 | Reduce 9.58% | 275,968 | $249.70 |
| Q3 2023 | -18,789 | Reduce 6.81% | 257,179 | $200.08 |
| Q4 2023 | -32,297 | Reduce 12.56% | 224,882 | $186.44 |
| Q1 2024 | -137,929 | Reduce 61.33% | 86,953 | $194.50 |
| Q2 2024 | +63,482 | Add 73.01% | 150,435 | $183.83 |
| Q3 2024 | -111,550 | Reduce 74.15% | 38,885 | $191.78 |
| Q4 2024 | -12,362 | Reduce 31.79% | 26,523 | $169.35 |
| Q1 2025 | -15,579 | Reduce 58.74% | 10,944 | $171.03 |
| Q2 2025 | -2,594 | Reduce 23.70% | 8,350 | $165.95 |
| Q3 2025 | +574 | Add 6.87% | 8,924 | $187.05 |
Ray Dalio's The Hershey Company Investment FAQs
Ray Dalio first purchased The Hershey Company (HSY) in Q3 2014, acquiring 19,076 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 The Hershey Company (HSY) for 45 quarters since Q3 2014.
Ray Dalio's largest addition to The Hershey Company (HSY) was in Q2 2021, adding 372,629 shares worth $64.9 M.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 8,924 shares of The Hershey Company (HSY), valued at approximately $1.67 M.
As of the Q3 2025 filing, The Hershey Company (HSY) 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 The Hershey Company (HSY) was 433,863 shares, as reported at the end of Q3 2022.