CWM, LLC

Position in BF-A — Brown Forman Corp

CIK 1535847 OMAHA, NE

Position in BF-A

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$99,739

-$94,560 QoQ

Shares Held

3,723

-49.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Consumer Defensive · as of Mar 31, 2026

CWM, LLC holds $368,028 across 5 Beverages - Wineries & Distilleries names. BF-A ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC	2,687	$200,047
2	BF-A	Brown Forman Corp This page	3,723	$99,739
3	MGPI	Mgp Ingredients Inc	2,775	$51,032
4	SNDL	SNDL Inc.	12,248	$16,167
5	WVVI	Willamette Valley Vineyards Inc	406	$1,043

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$99,739	3,723	-49.6%	Shares	Sole	2026-05-14
2025-12-31	$194,299	7,385	+18.7%	Shares	Sole	2026-01-26
2025-09-30	$167,487	6,224	-27.3%	Shares	Sole	2025-10-15
2025-06-30	$235,060	8,557	+62.3%	Shares	Sole	2025-07-25
2025-03-31	$176,453	5,272	+60.0%	Shares	Sole	2025-05-01
2024-12-31	$124,226	3,296	+75.6%	Shares	Sole	2025-02-04
2024-09-30	$90,246	1,877	+80.1%	Shares	Sole	2024-10-08
2024-06-30	$45,983	1,042	-9.9%	Shares	Sole	2024-07-10
2024-03-31	$61,210	1,156	-8.0%	Shares	Sole	2024-04-05
2023-12-31	$74,845	1,256	-3.5%	Shares	Sole	2024-02-01
2023-09-30	$75,646	1,302	+11.7%	Shares	Sole	2023-10-11
2023-06-30	$79,369	1,166	-6.9%	Shares	Sole	2023-08-03
2023-03-31	$81,683	1,253	+29.7%	Shares	Sole	2023-05-01
2022-12-31	$63,524	966	+385.4%	Shares	Sole	2023-02-01
2022-09-30	$13,444	199	0.0%	Shares	Sole	2022-10-27
2022-06-30	$13,460	199	-9.5%	Shares	Sole	2022-07-28
2022-03-31	$13,802	220	+54.9%	Shares	Sole	2022-04-21
2021-12-31	$9,626	142	+3.6%	Shares	Sole	2022-01-31
2021-06-30	$9,658	137	0.0%	Shares	Sole	2021-09-15
2021-03-31	$8,722	137	0.0%	Shares	Sole	2021-09-15
2020-12-31	$10,065	137	0.0%	Shares	Sole	2021-09-15
2020-09-30	$9,409	137	0.0%	Shares	Sole	2021-09-15
2020-06-30	$7,887	137	0.0%	Shares	Sole	2021-09-15
2020-03-31	$7,039	137	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.