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Morningstar Investment Management LLC

Position in BF-B — Brown Forman Corp

CIK 1673385 CHICAGO, IL

Position in BF-B

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$7,048,295
-$541,367 QoQ
Shares Held
266,577
-8.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BF-B Over Time

Shares Held

Position Value (USD)

All Filings in BF-B

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 BF-B $7,048,295 266,577
2025-12-31 BF-B $7,589,662 291,238
2025-09-30 BF-B $9,875,913 364,694
2023-06-30 BF-B $219,639 3,289