Position in BF-A
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$343,903
+$45,732 QoQ
Shares Held
12,837
+13.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $857,086 across 2 Beverages - Wineries & Distilleries names. BF-A ranks #2 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
6,893 | $513,183 | |
| 2 | BF-A |
Brown Forman Corp
This page
|
12,837 | $343,903 |
All Filings in BF-A
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $343,903 | 12,837 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $298,171 | 11,333 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $259,573 | 9,646 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $202,591 | 7,375 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $259,055 | 5,388 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $245,142 | 5,555 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $297,049 | 5,610 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $329,413 | 5,528 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $319,898 | 5,506 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $361,179 | 5,306 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $332,599 | 5,102 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $332,482 | 5,056 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $341,313 | 5,052 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $341,379 | 5,047 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $317,778 | 5,065 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $343,152 | 5,062 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $318,551 | 5,083 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $358,140 | 5,080 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $323,316 | 5,078 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $371,317 | 5,054 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $346,902 | 5,051 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $291,131 | 5,057 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $259,109 | 5,043 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||