Moran Wealth Management, LLC BF/B — BROWN FORMAN CORP

Ownership history in Moran Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Moran Wealth Management, LLC reported BROWN FORMAN CORP (BF/B) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.22% in 2026 Q3. The latest visible filing shows BF/B at 0.22% 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/B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moran Wealth Management, 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/B was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q3

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

Time in book
Holding Window
2025 Q2 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.

BF/B stock page Moran Wealth Management, LLC fund profile Moran Wealth Management, LLC full holdings
How Moran Wealth Management, LLC held BF/B — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 308,156 +22,153 +7.7% 0.22% $8.1M 2026-10-22 $28.59
2026 Q2 ADDED — — — 286,003 +18,182 +6.8% 0.21% $7.6M 2026-08-05 $28.59
2026 Q1 ADDED — — — 267,821 +91,385 +51.8% 0.22% $7.1M 2026-04-27 $28.59
2025 Q4 ADDED — — — 176,436 +44,222 +33.4% 0.14% $4.6M 2026-01-26 $27.16
2025 Q3 ADDED — — — 132,214 +2,194 +1.7% 0.11% $3.6M 2025-10-23 $27.64
2025 Q2 INITIATED — — — 130,020 — — 0.11% $3.5M 2025-07-28 $29.58

🏢 Other funds also holding BF/B

As of 2026 Q3 — sorted by position size

GRACE & WHITE INC /NY 3Y 7Y 1.9% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.25% J. Safra Sarasin Holding AG 0.52% Vest Financial, LLC 3Y 0.51% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.46% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.37% PARTHENON LLC 3Y 7Y 0.28% Fruth Investment Management 3Y 7Y 0.28% TCV Trust & Wealth Management, Inc. 3Y 7Y 0.25% Sippican Capital Advisors 3Y 7Y 0.25%

FAQ About Moran Wealth Management, LLC and BF/B

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

How long has Moran Wealth Management, LLC reported owning BF/B?

Moran Wealth Management, LLC reported BF/B across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported BF/B position in Moran Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BF/B was 0.22% in 2026 Q3.

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

The most recent filing on this page is 2026 Q3, when Moran Wealth Management, LLC reported 308,156 shares, equal to 0.22% of portfolio, with an estimated market value of $8.1M.

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

The chart compares Moran Wealth Management, LLC's quarterly BF/B 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 Moran Wealth Management, LLC time their BF/B position?

Based on 13F filing dates vs. subsequent BF/B price moves, Moran Wealth Management, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on BF/B relative to SPY over the holding period was -17.0%.

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