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Equibles

MORGAN STANLEY

Position in BF-B — Brown Forman Corp

CIK 895421 NEW YORK, NY
Back to BF-B Full portfolio

Position in BF-B

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$102,049,529
-$12,090,690 QoQ
Shares Held
3,819,949
-11.4% QoQ
Ownership
0.832%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 81% Shared 0% None 19%

Common Shares in BF-B Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Jun 30, 2026

MORGAN STANLEY holds $205,940,762 across 6 Beverages - Wineries & Distilleries names. BF-B ranks #1 (49.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BF-B
Brown Forman Corp
This page 		3,819,949 $102,049,529
2 DEO
Diageo PLC
 1,051,605 $84,528,005
3 SNDL
SNDL Inc.
 10,214,013 $13,788,916
4 MGPI
Mgp Ingredients Inc
 317,875 $5,569,166
5 WVVI
Willamette Valley Vineyards Inc
 1,930 $4,843
6 EPSM
Epsium Enterprise Ltd
 251 $303

All Filings in BF-B

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $92,496,680 3,470,795
2026-03-31 $105,058,012 3,973,450
2025-12-31 $140,799,282 5,402,889
2025-09-30 $160,608,523 5,930,891
2025-06-30 $160,286,180 5,956,380
2025-03-31 $182,643,014 5,381,350
2024-12-31 $123,357,250 3,247,953
2024-09-30 $157,846,191 3,208,256
2024-06-30 $118,081,539 2,734,002
2024-03-31 $141,100,788 2,733,452
2023-12-31 $159,513,354 2,793,579
2023-09-30 $133,266,951 2,310,053
2023-06-30 $166,370,745 2,491,326
2023-03-31 $168,476,790 2,621,391
2022-12-31 $186,894,208 2,845,527
2022-09-30 $140,489,856 2,110,408
2022-06-30 $151,338,063 2,157,042
2022-03-31 $66,887,763 998,027
2021-12-31 $74,531,549 1,022,942
2021-09-30 $81,019,106 1,209,060
2021-06-30 $95,364,818 1,272,549
2021-03-31 $61,269,840 888,355
2020-12-31 $91,479,846 1,151,704
2020-09-30 $84,687,921 1,124,375
2020-06-30 $48,812,827 766,774
2020-03-31 $43,353,474 781,003