Brown–Forman (BF.B)Confluence Investment Management LLC reduced its stake -86K shares

1.15M

Shares reported · -86K vs prior quarter

0.48%

Disclosed portfolio weight

$30.7M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 1, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 6, 20265% stakeFMR LLC reported a passive stake (13G) of 4.4%
2. Jun 3, 20265% stakeWolf Pen Branch, LP filed an activist stake (13D) of 60.3%
3. Jun 4, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Jul 13, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On July 13, 2026, Lawson Whiting announced his decision to retire as President and Chief Executive Officer of Brown-Forman Corporation (the “Company”) after nearly 30 years of distinguished service to the Company, effective upon the appointment of his successor.”
2. Sep 2, 2026Company filing · Form 8-K · ResultsReported its results
3. Sep 17, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Brown–Forman

For Brown–Forman, OQRO holds 4 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its BF.B page.

How this filing works

• SEC Form 13F

Other disclosures at Brown–Forman

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 11, 2026
• SEC Form 13F-HRAug 7, 2026
• SEC Form 13F-HRJul 24, 2026
• SEC Schedule 13DJun 3, 2026
• SEC Form 13F-HRMay 15, 2026

Everything OQRO holds on this company is on its BF.B page.