Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Brown-Forman CL B (BF.B)
← All BF.B superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 659,694 0.21 Reduce 6.85% 0.01 $22.61–31.24 · VW $26.52i $17,442,308 SEC
2025   Q4 708,179 0.20 Reduce 7.52% 0.02 $25.32–31.92 · VW $28.70i $18,455,144 SEC
2025   Q3 765,768 0.22 Reduce 1.64% <0.01 $26.30–29.74 · VW $28.34i $20,736,988 SEC
2025   Q2 778,521 0.22 Reduce 5.15% 0.02 $25.53–33.49 · VW $29.65i $20,950,005 SEC
2025   Q1 820,796 0.31 Reduce 2.33% <0.01 $30.93–38.85 · VW $34.37i $27,857,831 SEC
2024   Q4 840,396 0.36 Reduce 4.27% 0.02 $30.48–46.22 · VW $36.60i $31,918,236 SEC
2024   Q3 877,885 0.44 Reduce 1.56% <0.01 $39.95–49.89 · VW $43.97i $43,191,946 SEC
2024   Q2 891,786 0.41 Reduce 1.45% <0.01 $41.42–46.50 · VW $44.50i $38,516,221 SEC
2024   Q1 904,932 0.48 Reduce 3.47% 0.02 $43.55–60.97 · VW $50.13i $46,712,592 SEC
2023   Q4 937,483 0.55 Reduce 2.39% 0.01 $53.26–60.80 · VW $58.10i $53,530,275 SEC
2023   Q3 960,448 0.60 Reduce 0.68% <0.01 $52.59–66.96 · VW $59.43i $55,408,247 SEC
2023   Q2 967,024 0.64 Reduce 2.49% 0.02 $61.66–71.27 · VW $66.35i $64,577,841 SEC
2023   Q1 991,720 0.66 Reduce 0.69% <0.01 $60.90–67.80 · VW $63.49i $63,737,861 SEC
2022   Q4 998,582 0.72 Reduce 3.32% 0.03 $63.43–74.76 · VW $67.69i $65,586,862 SEC
2022   Q3 1,032,898 0.83 Reduce 1.32% 0.01 $63.02–74.01 · VW $70.02i $68,760,000 SEC
2022   Q2 1,046,701 0.82 Reduce 2.27% 0.02 $64.43–78.15 · VW $71.76i $73,437,000 SEC
2022   Q1 1,071,033 0.69 Reduce 1.94% 0.01 $60.23–70.32 · VW $65.56i $71,781,000 SEC
2021   Q4 1,092,274 0.71 Reduce 3.55% 0.02 $63.05–74.19 · VW $67.49i $79,583,000 SEC
2021   Q3 1,132,510 0.70 Reduce 5.91% 0.04 $66.25–75.46 · VW $70.69i $75,890,000 SEC
2021   Q2 1,203,700 0.76 Add 0.68% <0.01 $68.03–81.57 · VW $73.27i $90,205,000 SEC
2021   Q1 1,195,565 0.75 Reduce 5.06% 0.05 $67.74–80.94 · VW $76.35i $82,458,000 SEC
2020   Q4 1,259,287 0.91 Reduce 4.72% 0.05 $71.43–81.99 · VW $75.00i $100,025,000 SEC
2020   Q3 1,321,658 0.97 Reduce 7.73% 0.07 $68.72–83.40 · VW $77.59i $99,547,000 SEC
2020   Q2 1,432,311 0.93 Reduce 12.32% 0.11 $60.81–74.06 · VW $69.35i $91,181,000 SEC
2020   Q1 1,633,483 0.92 Reduce 5.12% 0.05 $44.68–69.00 · VW $59.87i $90,675,000 SEC
2019   Q4 1,721,550 0.89 Reduce 4.53% 0.04 $59.18–72.85 · VW $64.48i $116,377,000 SEC
2019   Q3 1,803,190 0.88 Reduce 4.80% 0.04 $58.55–68.99 · VW $65.12i $113,204,000 SEC
2019   Q2 1,894,106 0.80 Reduce 5.71% 0.05 $49.65–59.28 · VW $55.97i $104,990,000 SEC
2019   Q1 2,008,798 0.82 Reduce 16.97% 0.16 $47.21–53.87 · VW $50.35i $106,024,000 SEC
2018   Q4 2,419,447 0.96 Reduce 3.70% 0.03 $44.57–49.55 · VW $47.87i $115,117,000 SEC
2018   Q3 2,512,409 0.92 Reduce 5.01% 0.05 $45.63–54.18 · VW $49.18i $127,002,000 SEC
2018   Q2 2,645,012 0.95 Reduce 6.09% 0.07 $47.89–57.02 · VW $52.38i $129,632,000 SEC
2018   Q1 2,816,490 1.07 Add 52.19% 0.37 $52.26–59.58 · VW $56.13i $153,217,000 SEC
2017   Q4 1,850,584 0.70 Reduce 3.16% 0.02 $47.54–56.77 · VW $53.38i $101,664,000 SEC
2017   Q3 1,911,033 0.59 Add 5.55% 0.03 $42.37–47.96 · VW $46.06i $83,015,000 SEC
2017   Q2 1,810,619 0.52 Add 3.83% 0.02 $37.71–43.02 · VW $41.05i $70,397,000 SEC
2017   Q1 1,743,868 0.50 Add 10.42% 0.05 $36.34–47.77 · VW $41.89i $64,425,000 SEC
2016   Q4 1,579,264 0.48 Add 0.61% <0.01 $34.98–39.43 · VW $37.81i $56,752,000 SEC
2016   Q3 1,569,711 0.50 Add 6.54% 0.03 $35.45–38.90 · VW $36.88i $59,574,000 SEC
2016   Q2 1,473,410 0.49 Add 2.56% 0.01 $37.10–41.24 · VW $39.06i $58,795,000 SEC
2016   Q1 1,436,585 0.48 Add 3.58% 0.02 $36.87–39.92 · VW $38.67i $56,584,000 SEC
2015   Q4 1,386,913 0.47 Add 4.49% 0.02 $36.01–42.01 · VW $39.14i $55,077,000 SEC
2015   Q3 1,327,338 0.46 Add 2.61% 0.01 $37.89–43.65 · VW $40.85i $51,448,000 SEC
2015   Q2 1,293,583 0.46 Add 10.81% 0.04 $37.25–44.42 · VW $40.30i $51,836,000 SEC
2015   Q1 1,167,438 0.38 Add 9.40% 0.03 $34.68–38.32 · VW $36.90i $42,191,000 SEC
2014   Q4 1,067,125 0.34 Reduce 1.41% <0.01 $34.17–39.19 · VW $36.68i $37,494,000 SEC
2014   Q3 1,082,440 0.37 Add 0.17% <0.01 $32.76–38.92 · VW $36.83i $39,063,000 SEC
2014   Q2 1,080,645 0.38 Reduce 0.39% <0.01 $34.59–38.86 · VW $36.84i $40,706,000 SEC
2014   Q1 1,084,873 0.38 Add 2.12% <0.01 $33.05–37.12 · VW $35.75i $38,921,000 SEC
2013   Q4 1,062,328 0.32 Reduce 0.63% <0.01 $29.00–33.88 · VW $32.13i $32,112,000 SEC
2013   Q3 1,069,070 0.31 Add 21.94% 0.06 $26.56–30.58 · VW $29.05i $29,134,000 SEC
2013   Q2 876,698 0.28 Add 32.99% 0.07 $26.58–29.49 · VW $27.62i $23,688,000 SEC
2013   Q1 659,228 0.22 Add 98.97% 0.11 $26.11–29.72 · VW $27.79i $18,828,000 SEC
2012   Q4 331,325 0.12 Reduce 2.94% <0.01 $24.36–28.40 · VW $26.34i $8,382,000 SEC
2012   Q3 341,370 0.13 Add 0.42% <0.01 $25.11–28.35 · VW $27.18i $8,910,000 SEC
2012   Q2 339,930 0.14 Reduce 4.11% <0.01 $22.17–26.13 · VW $24.65i $8,779,000 SEC
2012   Q1 354,491 0.13 Reduce 4.28% <0.01 $20.94–23.66 · VW $22.62i $7,883,000 SEC
2011   Q4 370,350 0.15 Reduce 3.99% <0.01 $20.52–22.47 · VW $21.59i $7,951,000 SEC
2011   Q3 385,725 0.15 Reduce 5.94% <0.01 $17.38–21.28 · VW $19.98i $7,215,000 SEC
2011   Q2 410,100 0.16 Reduce 1.53% <0.01 $16.57–20.60 · VW $18.77i $8,168,000 SEC
2011   Q1 416,483 0.15 Reduce 5.12% 0.02 $17.38–19.66 · VW $18.79i $7,586,000 SEC
2010   Q4 438,941 0.32 Reduce 28.00% 0.12 $17.44–19.47 · VW $18.45i $8,149,000 SEC
2010   Q3 609,604 0.43 Reduce 3.66% 0.02 $14.47–17.46 · VW $16.46i $10,020,000 SEC
2010   Q2 632,756 0.47 Reduce 5.26% 0.03 $14.59–17.35 · VW $16.10i $9,657,000 SEC
2010   Q1 667,856 0.49 Reduce 2.21% 0.01 $14.03–16.12 · VW $14.98i $10,588,000 SEC
2009   Q4 682,950 0.52 Reduce 0.77% <0.01 $13.05–14.82 · VW $13.94i $9,756,000 SEC
2009   Q3 688,219 0.48 Reduce 1.74% <0.01 $11.55–14.34 · VW $13.18i $8,850,000 SEC
2009   Q2 700,429 0.48 Reduce 6.01% 0.05 $11.05–13.33 · VW $12.10i $8,028,000 SEC
2009   Q1 745,204 0.81 Reduce 66.70% 1.16 $9.33–12.93 · VW $11.32i $7,716,000 SEC
2008   Q4 2,237,550 1.74 Add 90.09% 0.83 $11.20–14.26 · VW $12.31i $30,723,000 SEC
2008   Q3 1,177,125 0.67 Reduce 1.73% 0.04 $10.79–16.34 · VW $12.94i $18,033,000 SEC
2008   Q2 1,197,867 2.17 Reduce 1.02% <0.01 $14.29–16.81 · VW $15.49i $19,312,000 SEC
2008   Q1 1,210,172 0.38 Reduce 7.58% 0.03 $13.33–16.19 · VW $15.19i $17,096,000 SEC
2007   Q4 1,309,430 0.44 Reduce 1.31% <0.01 $13.09–16.25 · VW $14.31i $20,702,000 SEC
2007   Q3 1,326,773 0.45 Reduce 1.47% <0.01 $13.97–16.36 · VW $15.14i $21,203,000 SEC
2007   Q2 1,346,602 0.45 Add 0.35% <0.01 $14.05–17.04 · VW $15.45i $20,994,000 SEC
2007   Q1 1,341,923 0.43 Reduce 1.34% <0.01 $13.48–14.76 · VW $14.27i $18,768,000 SEC
2006   Q4 1,360,191 0.45 Reduce 3.42% 0.02 $13.70–14.89 · VW $14.18i $19,221,000 SEC
2006   Q3 1,408,331 0.60 Reduce 1.38% <0.01 $14.69–16.82 · VW $15.44i $23,029,000 SEC
2006   Q2 1,428,000 0.60 Reduce 4.21% 0.04 $14.57–16.94 · VW $15.98i $21,767,000 SEC
2006   Q1 1,490,789 0.84 Reduce 2.57% 0.02 $15.31–17.61 · VW $16.40i $24,479,000 SEC
2005   Q4 1,530,108 0.69 Reduce 5.50% <0.01 $14.38–15.45 · VW $14.94i $22,628,000 SEC
2005   Q3 1,619,077 0.04 Add 4.83% <0.01 $11.95–14.82 · VW $13.82i $20,565,000 SEC
2005   Q2 1,544,484 0.78 Add 1.21% <0.01 $11.84–13.14 · VW $12.35i $19,920,965 SEC
2005   Q1 1,525,969 0.82 Reduce 0.63% <0.01 $10.88–12.80 · VW $12.13i $17,823,315 SEC
2004   Q4 1,535,695 0.78 Reduce 0.16% <0.01 $9.95–10.89 · VW $10.57i $15,948,298 SEC
2004   Q3 1,538,217 0.87 Reduce 0.70% <0.01 $9.13–10.67 · VW $10.01i $15,029,407 SEC
2004   Q2 1,549,111 0.94 Reduce 1.11% 0.01 $9.58–10.59 · VW $10.10i $15,952,125 SEC
2004   Q1 1,566,469 1.03 Reduce 51.54% 0.47 $9.71–10.67 · VW $10.21i $15,927,019 SEC
2003   Q4 3,232,688 0.91 Add 98.96% 0.45 $9.77–10.50 · VW $10.23i $16,111,715 SEC
2003   Q3 1,624,781 0.96 Reduce 3.14% 0.03 $8.37–9.98 · VW $9.38i $13,712,287 SEC
2003   Q2 1,677,422 1.08 Reduce 0.28% <0.01 $8.16–8.84 · VW $8.48i $14,067,083 SEC
2003   Q1 1,682,109 1.33 Reduce 3.74% 0.06 $7.24–8.60 · VW $8.08i $13,797,782 SEC
2002   Q4 1,747,500 1.57 Reduce 0.59% <0.01 $6.43–7.65 · VW $7.17i $12,183,104 SEC
2002   Q3 1,757,813 1.35 Reduce 2.24% 0.03 $6.91–8.04 · VW $7.33i $12,553,125 SEC
2002   Q2 1,798,125 1.28 Reduce 1.82% 0.02 $6.26–8.52 · VW $7.43i $13,234,200 SEC
2002   Q1 1,831,406 1.34 Reduce 0.67% 0.01 $7.21–8.59 · VW $8.07i $14,213,666 SEC
2001   Q4 1,843,697 1.69 Reduce 0.25% <0.01 $6.33–7.38 · VW $6.99i $12,310,979 SEC
2001   Q3 1,848,384 1.98 Reduce 0.33% <0.01 $6.28–7.10 · VW $6.62i $12,456,632 SEC
2001   Q2 1,854,478 1.54 Add 0.81% 0.01 $6.81–7.41 · VW $7.03i $12,648,035 SEC
2001   Q1 1,839,525 1.18 Add 4.73% 0.05 $6.15–7.07 · VW $6.74i $12,155,581 SEC
2000   Q4 1,756,453 1.68 Reduce 3.65% 0.04 $6.31–7.68 · VW $6.92i $12,459,107 SEC
2000   Q3 1,823,016 1.03 Add 54.99% 0.37 $5.55–7.21 · VW $6.56i $10,646,411 SEC
2000   Q2 1,176,234 0.59 Add 4.44% 0.03 $5.33–6.26 · VW $5.75i $6,743,744,000 SEC
2000   Q1 1,126,247 0.63 Reduce 15.17% 0.13 $4.47–6.52 · VW $5.73i $6,539,740 SEC
1999   Q4 1,327,725 0.86 Reduce 4.65% 0.04 $4.96–6.83 · VW $5.62i $8,107,974,000 SEC
1999   Q3 1,392,413 0.93 Reduce 1.07% <0.01 $6.09–7.38 · VW $6.72i $9,264,185,000 SEC
1999   Q2 1,407,488 0.86 Reduce 0.78% <0.01 $5.92–7.37 · VW $6.52i $9,786,730 SEC
1999   Q1 1,418,550 0.79 $6.15 $8,719,000 SEC
Price snapshot:
Current price$26.25
Avg. buy price$42.50
+/- since buy-38.23%
52-week low$22.41
52-week high$31.11