Position in BF-A
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,864,108
-$92,441 QoQ
Shares Held
144,237
-4.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Baird Financial Group, Inc. holds $7,489,525 across 2 Beverages - Wineries & Distilleries names. BF-A ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
This page
|
144,237 | $3,864,108 | |
| 2 | DEO |
Diageo PLC
|
48,696 | $3,625,417 |
All Filings in BF-A
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,864,108 | 144,237 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,956,549 | 150,382 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,376,936 | 534,260 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,382,150 | 159,525 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $39,416,782 | 1,177,675 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,051,543 | 160,561 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,867,522 | 163,634 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,254,618 | 164,392 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,381,362 | 177,174 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,631,034 | 178,403 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,336,628 | 177,911 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,322,779 | 181,031 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,178,612 | 64,099 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,708,878 | 238,882 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,476,708 | 184,676 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $12,519,215 | 185,086 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $11,687,458 | 186,284 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,960,536 | 205,938 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $12,943,736 | 206,538 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,603,510 | 207,142 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $13,212,925 | 207,522 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $15,484,389 | 210,758 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $14,572,384 | 212,178 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $12,215,778 | 212,190 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $11,470,841 | 223,255 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||