CWM, LLC

Position in BF-B — Brown Forman Corp

CIK 1535847 OMAHA, NE

Position in BF-B

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

Position Value

$291,138

-$462,278 QoQ

Shares Held

10,962

-62.0% QoQ

Ownership

0.002%

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 11% Shared 0% None 89%

Consumer Defensive · as of Mar 31, 2026

CWM, LLC holds $559,427 across 5 Beverages - Wineries & Distilleries names. BF-B ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BF-B	Brown Forman Corp This page	10,962	$291,138
2	DEO	Diageo PLC	2,687	$200,047
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	$191,399	7,239	-66.3%	Shares	Sole	2026-05-14
2025-12-31	$559,117	21,455	+119.6%	Shares	Sole	2026-01-26
2025-09-30	$264,544	9,769	-22.2%	Shares	Sole	2025-10-15
2025-06-30	$338,043	12,562	-19.3%	Shares	Sole	2025-07-25
2025-03-31	$528,072	15,559	+97.0%	Shares	Sole	2025-05-01
2024-12-31	$299,928	7,897	-10.4%	Shares	Sole	2025-02-04
2024-09-30	$433,845	8,818	+30.1%	Shares	Sole	2024-10-08
2024-06-30	$292,785	6,779	+3.1%	Shares	Sole	2024-07-10
2024-03-31	$339,349	6,574	-1.9%	Shares	Sole	2024-04-05
2023-12-31	$382,684	6,702	-6.9%	Shares	Sole	2024-02-01
2023-09-30	$415,425	7,201	+1.5%	Shares	Sole	2023-10-11
2023-06-30	$473,804	7,095	+1.5%	Shares	Sole	2023-08-03
2023-03-31	$449,183	6,989	+32.2%	Shares	Sole	2023-05-01
2022-12-31	$347,184	5,286	+199.7%	Shares	Sole	2023-02-01
2022-09-30	$117,429	1,764	+81.3%	Shares	Sole	2022-10-27
2022-06-30	$68,265	973	+70.1%	Shares	Sole	2022-07-28
2022-03-31	$38,335	572	+22.2%	Shares	Sole	2022-04-21
2021-12-31	$34,098	468	+141.2%	Shares	Sole	2022-01-31
2021-06-30	$14,538	194	0.0%	Shares	Sole	2021-09-15
2021-03-31	$13,380	194	0.0%	Shares	Sole	2021-09-15
2020-12-31	$15,409	194	0.0%	Shares	Sole	2021-09-15
2020-09-30	$14,612	194	0.0%	Shares	Sole	2021-09-15
2020-06-30	$12,350	194	0.0%	Shares	Sole	2021-09-15
2020-03-31	$10,768	194	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.