Position in BF-A
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$823,536
+$9,120 QoQ
Shares Held
30,100
-1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 51 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Boston Trust Walden Corp holds $1,293,437 across 2 Beverages - Wineries & Distilleries names. BF-A ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
This page
|
30,100 | $823,536 | |
| 2 | DEO |
Diageo PLC
|
5,846 | $469,901 |
All Filings in BF-A
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,536 | 30,100 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $814,416 | 30,400 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $799,824 | 30,400 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $818,064 | 30,400 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $890,028 | 32,400 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $1,084,428 | 32,400 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $1,221,156 | 32,400 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $1,557,792 | 32,400 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,429,812 | 32,400 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $1,715,580 | 32,400 | Shares | Defined | 2024-04-22 | |
| 2023-12-31 | $1,930,716 | 32,400 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $1,882,440 | 32,400 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $2,205,468 | 32,400 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $2,112,156 | 32,400 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $2,130,624 | 32,400 | Shares | Defined | 2023-01-20 | |
| 2022-09-30 | $2,188,944 | 32,400 | Shares | Defined | 2022-10-19 | |
| 2022-06-30 | $2,191,536 | 32,400 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,032,776 | 32,400 | Shares | Defined | 2022-04-20 | |
| 2021-12-31 | $2,196,396 | 32,400 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $2,030,508 | 32,400 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $2,284,200 | 32,400 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $2,062,908 | 32,400 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $2,380,428 | 32,400 | Shares | Defined | 2021-01-15 | |
| 2020-09-30 | $2,225,232 | 32,400 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $1,865,268 | 32,400 | Shares | Defined | 2020-07-23 | |
| 2020-03-31 | $1,664,712 | 32,400 | Shares | Defined | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||