Position in BF-A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,664,539
-$1,534,148 QoQ
Shares Held
174,115
-26.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 3%
Shared 1%
None 96%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026Cerity Partners LLC holds $7,295,378 across 2 Beverages - Wineries & Distilleries names. BF-A ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-A |
Brown Forman Corp
This page
|
174,115 | $4,664,539 | |
| 2 | DEO |
Diageo PLC
|
35,337 | $2,630,839 |
All Filings in BF-A
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,664,539 | 174,115 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,198,687 | 235,602 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,690,471 | 248,624 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $6,876,977 | 250,345 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,259,057 | 246,760 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,071,577 | 214,157 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,049,954 | 188,227 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,324,462 | 188,635 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,230,575 | 193,212 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,419,648 | 191,637 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $11,094,427 | 190,954 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,740,185 | 187,163 | Shares | Sole | 2023-08-14 | |
| 2021-06-30 | $259,087 | 3,675 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $233,987 | 3,675 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||