KPP Advisory Services LLC BF/A — BROWN FORMAN CORP

Ownership history in KPP Advisory Services LLC  ·  9 quarters on record

AI Ownership Summary

KPP Advisory Services LLC reported BROWN FORMAN CORP (BF/A) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.21% in 2024 Q3. The latest visible filing shows BF/A at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BF/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KPP Advisory Services LLC's position in BROWN FORMAN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BF/A was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KPP Advisory Services LLC held BF/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 10,028 +36 +0.4% 0.05% $269K 2026-10-26 $28.90
2026 Q2 UNCHANGED — — — 9,992 — 0% 0.03% $273K 2026-07-24 $28.90
2026 Q1 UNCHANGED — — — 9,992 — 0% 0.04% $268K 2026-04-24 $28.90
2025 Q4 UNCHANGED — — — 9,992 — 0% 0.04% $263K 2026-02-02 $27.33
2025 Q3 ADDED — — — 9,992 +4 +0.0% 0.04% $269K 2025-11-03 $26.76
2025 Q2 UNCHANGED — — — 9,988 — 0% 0.07% $274K 2025-07-23 $30.21
2025 Q1 REDUCED — — — 9,988 -5,800 -36.7% 0.06% $334K 2025-04-23 $33.36
2024 Q4 REDUCED — — — 15,788 -2,000 -11.2% 0.14% $595K 2025-01-24 $32.18
2024 Q3 INITIATED — — — 17,788 — — 0.21% $855K 2024-11-06 $39.11

FAQ About KPP Advisory Services LLC and BF/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has KPP Advisory Services LLC reported owning BF/A?

KPP Advisory Services LLC reported BF/A across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported BF/A position in KPP Advisory Services LLC's portfolio?

The largest reported portfolio weight for BF/A was 0.21% in 2024 Q3.

What is the latest reported BF/A position on this page?

The most recent filing on this page is 2026 Q3, when KPP Advisory Services LLC reported 10,028 shares, equal to 0.05% of portfolio, with an estimated market value of $269K.

What does the chart on this BF/A ownership page compare?

The chart compares KPP Advisory Services LLC's quarterly BF/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KPP Advisory Services LLC time their BF/A position?

Based on 13F filing dates vs. subsequent BF/A price moves, KPP Advisory Services LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BF/A relative to SPY over the holding period was -25.7%.

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