Brown-forman Corp-class A (BF-A) — Smart Money Tracker (13F, Q2 2026)

BF-A ranks #2848 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

213 institutions disclose a position in BF-A, but none treat it as a major bet — even Kessler Investment Group, LLC, its most concentrated holder, allocates just 2.5% of its own portfolio to it.

California State Teachers Retirement System has added to its BF-A position for two straight quarters, increasing it by $48.0M to reach $48.1M today.

Lindsell Train Ltd has trimmed its BF-A position for two straight quarters, cutting it by $13.8M while still holding $58.4M.

BF-A is up 3.4% today, and institutions have been net buyers of $67.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BF-A posted net income of $715.0M over the trailing twelve months.

• Profitable — net income of $715.0M over the trailing twelve months
• Revenue declined 1.2% year over year
• Net income declined year over year, from $869.0M to $715.0M
• Generated $1.0B in positive operating cash flow
• Current ratio of 3.24x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.96x equity — within a conventional range