Nick Train’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.8M | Sell |
1,379,324
-196,725
| -12% | -$5.3M | 1.4% | 14 |
|
|
2026
Q1 | $41.7M | Sell |
1,576,049
-73,715
| -4% | -$1.98M | 1.33% | 13 |
|
|
2025
Q4 | $43M | Hold |
1,649,764
| – | – | 1.09% | 13 |
|
|
2025
Q3 | $44.7M | Hold |
1,649,764
| – | – | 1.1% | 13 |
|
|
2025
Q2 | $44.4M | Buy |
1,649,764
+74,338
| +5% | +$2.39M | 1.05% | 13 |
|
|
2025
Q1 | $53.5M | Sell |
1,575,426
-59,100
| -4% | -$1.99M | 1.48% | 12 |
|
|
2024
Q4 | $62.1M | Sell |
1,634,526
-5,479
| -0.3% | -$241K | 1.55% | 12 |
|
|
2024
Q3 | $80.7M | Buy |
1,640,005
+1,349,698
| +465% | +$60.7M | 1.82% | 11 |
|
|
2024
Q2 | $12.5M | Hold |
290,307
| – | – | 0.29% | 11 |
|
|
2024
Q1 | $15.1M | Hold |
290,307
| – | – | 0.32% | 11 |
|
|
2023
Q4 | $16.6M | Hold |
290,307
| – | – | 0.32% | 11 |
|
|
2023
Q3 | $16.8M | Hold |
290,307
| – | – | 0.34% | 11 |
|
|
2023
Q2 | $19.4M | Hold |
290,307
| – | – | 0.35% | 11 |
|
|
2023
Q1 | $18.7M | Hold |
290,307
| – | – | 0.33% | 11 |
|
|
2022
Q4 | $19.1M | Hold |
290,307
| – | – | 0.36% | 11 |
|
|
2022
Q3 | $19.4M | Hold |
290,307
| – | – | 0.39% | 11 |
|
|
2022
Q2 | $20.4M | Hold |
290,307
| – | – | 0.4% | 11 |
|
|
2022
Q1 | $19.5M | Hold |
290,307
| – | – | 0.31% | 12 |
|
|
2021
Q4 | $21.2M | Hold |
290,307
| – | – | 0.31% | 11 |
|
|
2021
Q3 | $19.5M | Hold |
290,307
| – | – | 0.27% | 10 |
|
|
2021
Q2 | $21.8M | Hold |
290,307
| – | – | 0.28% | 10 |
|
|
2021
Q1 | $20M | Hold |
290,307
| – | – | 0.28% | 10 |
|
|
2020
Q4 | $23.1M | Hold |
290,307
| – | – | 0.33% | 10 |
|
|
2020
Q3 | $21.9M | Hold |
290,307
| – | – | 0.36% | 10 |
|
|
2020
Q2 | $18.5M | Hold |
290,307
| – | – | 0.31% | 10 |
|
|
2020
Q1 | $16.1M | Hold |
290,307
| – | – | 0.34% | 10 |
|
|
2019
Q4 | $19.6M | Sell |
290,307
-1,195
| -0.4% | -$77.6K | 0.31% | 10 |
|
|
2019
Q3 | $18.3M | Hold |
291,502
| – | – | 0.31% | 11 |
|
|
2019
Q2 | $16.2M | Hold |
291,502
| – | – | 0.27% | 11 |
|
|
2019
Q1 | $15.4M | Buy |
291,502
+50,000
| +21% | +$2.43M | 0.3% | 11 |
|
|
2018
Q4 | $11.5M | Buy |
241,502
+20,060
| +9% | +$953K | 0.28% | 11 |
|
|
2018
Q3 | $11.2M | Sell |
221,442
-3,358
| -1% | -$174K | 0.25% | 12 |
|
|
2018
Q2 | $11M | Sell |
224,800
-164,509
| -42% | -$9M | 0.27% | 12 |
|
|
2018
Q1 | $21.2M | Buy |
+389,309
| New | +$18.5M | 0.56% | 12 |
|
Other funds holding BF.B
Nick Train's BF.B Position: Q2 2026 in Review
Nick Train reduced its Brown-Forman Class B (BF.B) stake by 12% in Q2 2026, selling an estimated $5.3M and leaving 1,379,324 shares worth $36.8M. The position accounts for 1.4% of the portfolio, ranked #14.
Nick Train first reported a position in BF.B in Q1 2018 and has held it in 34 quarters since. The position peaked at $80.7M in Q3 2024. 590 funds tracked by Wall St. Rank hold BF.B as of Q2 2026.
- Nick Train held 1,379,324 shares of Brown-Forman Class B worth $36.8M as of Q2 2026.
- Nick Train sold 196,725 Brown-Forman Class B shares in Q2 2026, an estimated $5.3M.
- Brown-Forman Class B made up 1.4% of Nick Train's portfolio in Q2 2026, its #14 holding.
- Nick Train first reported a position in Brown-Forman Class B in Q1 2018 and has held it in 34 quarters since.
- Nick Train's Brown-Forman Class B position peaked at $80.7M in Q3 2024.
- 590 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q2 2026.
Based on Lindsell Train's 13F filing for Q2 2026, filed 15 Jul 2026.