Position in BF-B
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,621,979
+$540,792 QoQ
Shares Held
286,003
+6.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#81
of 444 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Moran Wealth Management, LLC holds $14,814,220 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
286,003 | $7,621,979 | |
| 2 | DEO |
Diageo PLC
|
89,478 | $7,192,241 |
All Filings in BF-B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $7,621,979 | 286,003 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 BF-B | $7,081,187 | 267,821 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 BF-B | $4,597,922 | 176,436 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 BF-B | $3,580,355 | 132,214 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 BF-B | $3,498,838 | 130,020 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||