Position in BF-A
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,347,124
-$973,880 QoQ
Shares Held
49,237
-43.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#5
of 51 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Ethic Inc. holds $4,310,332 across 2 Beverages - Wineries & Distilleries names. BF-A ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
36,865 | $2,963,208 | |
| 2 | BF-A |
Brown Forman Corp
This page
|
49,237 | $1,347,124 |
All Filings in BF-A
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,347,124 | 49,237 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,321,004 | 86,637 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,312,869 | 49,900 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,002,720 | 37,262 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,354,628 | 49,313 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,535,804 | 45,886 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,286,585 | 34,136 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,236,906 | 25,726 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,112,693 | 25,214 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,362,191 | 25,726 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,092,463 | 18,333 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $812,702 | 13,988 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $798,801 | 11,735 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $639,122 | 9,804 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $791,684 | 12,039 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $990,429 | 14,660 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $591,647 | 8,747 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $434,035 | 6,918 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $337,526 | 4,979 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $334,783 | 5,342 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $310,623 | 4,406 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||