LPL Financial LLC

Position in BF-B — Brown Forman Corp

CIK 1403438 FORT MILL, SC

Back to BF-B Full portfolio

Position in BF-B

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,905,385

-$372,289 QoQ

Shares Held

146,046

-9.6% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#109

of 444 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Common Shares in BF-B Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Jun 30, 2026

LPL Financial LLC holds $18,456,168 across 4 Beverages - Wineries & Distilleries names. BF-B ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC	173,712	$13,962,970
2	BF-B	Brown Forman Corp This page	146,046	$3,905,385
3	MGPI	Mgp Ingredients Inc	32,416	$567,928
4	SNDL	SNDL Inc.	14,730	$19,885

All Filings in BF-B

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BF-B	$3,394,437	127,371	-10.9%	Shares	Sole	2026-08-07
2026-06-30	$510,948	18,675	+0.1%	Shares	Sole	2026-08-07
2026-03-31 BF-B	$3,777,800	142,882	-3.5%	Shares	Sole	2026-05-06
2026-03-31	$499,874	18,659	+75.9%	Shares	Sole	2026-05-06
2025-12-31 BF-B	$3,859,381	148,096	-10.9%	Shares	Sole	2026-02-11
2025-12-31	$279,017	10,605	+1.4%	Shares	Sole	2026-02-11
2025-09-30 BF-B	$4,499,504	166,156	+10.0%	Shares	Sole	2025-11-12
2025-09-30	$281,317	10,454	-3.7%	Shares	Sole	2025-11-12
2025-06-30 BF-B	$4,065,939	151,094	+22.4%	Shares	Sole	2025-08-12
2025-06-30	$298,269	10,858	-15.3%	Shares	Sole	2025-08-12
2025-03-31 BF-B	$4,191,318	123,492	+28.0%	Shares	Sole	2025-05-07
2025-03-31	$429,018	12,818	+0.6%	Shares	Sole	2025-05-07
2024-12-31 BF-B	$3,665,639	96,515	+53.9%	Shares	Sole	2025-02-11
2024-12-31	$480,283	12,743	+2.5%	Shares	Sole	2025-02-11
2024-09-30 BF-B	$3,085,036	62,704	+7.9%	Shares	Sole	2024-11-08
2024-09-30	$597,490	12,427	-42.8%	Shares	Sole	2024-11-08
2024-06-30 BF-B	$2,509,079	58,094	+1.3%	Shares	Sole	2024-08-07
2024-06-30	$959,165	21,735	-9.0%	Shares	Sole	2024-08-07
2024-03-31 BF-B	$2,960,303	57,348	-3.1%	Shares	Sole	2024-05-10
2024-03-31	$1,264,181	23,875	-0.9%	Shares	Sole	2024-05-10
2023-12-31 BF-B	$3,379,178	59,180	-24.2%	Shares	Sole	2024-02-14
2023-12-31	$1,436,178	24,101	-0.2%	Shares	Sole	2024-02-14
2023-09-30 BF-B	$4,501,608	78,031	-31.7%	Shares	Sole	2023-11-13
2023-09-30	$1,402,882	24,146	-1.3%	Shares	Sole	2023-11-13
2023-06-30 BF-B	$7,627,745	114,222	+2.4%	Shares	Sole	2023-07-31
2023-06-30	$1,665,740	24,471	-0.6%	Shares	Sole	2023-07-31
2023-03-31 BF-B	$7,172,403	111,598	+6.5%	Shares	Sole	2023-05-10
2023-03-31	$1,604,717	24,616	+0.0%	Shares	Sole	2023-05-10
2022-12-31 BF-B	$6,879,520	104,743	+2.7%	Shares	Sole	2023-02-07
2022-12-31	$1,618,550	24,613	+7.7%	Shares	Sole	2023-02-07
2022-09-30 BF-B	$6,789,141	101,985	+1.1%	Shares	Sole	2022-11-14
2022-09-30	$1,544,016	22,854	-1.8%	Shares	Sole	2022-11-14
2022-06-30 BF-B	$7,078,372	100,889	+4.4%	Shares	Sole	2022-08-12
2022-06-30	$1,573,644	23,265	+1.8%	Shares	Sole	2022-08-12
2022-03-31 BF-B	$6,477,751	96,654	-13.7%	Shares	Sole	2022-05-16
2022-03-31	$1,434,110	22,858	+0.0%	Shares	Sole	2022-05-16
2021-12-31 BF-B	$8,162,870	112,035	+3.0%	Shares	Sole	2022-02-14
2021-12-31	$1,548,865	22,848	+1.8%	Shares	Sole	2022-02-14
2021-09-30 BF-B	$7,287,270	108,749	-0.2%	Shares	Sole	2021-11-15
2021-09-30	$1,406,001	22,435	+1.8%	Shares	Sole	2021-11-15
2021-06-30 BF-B	$8,168,834	109,005	+9.4%	Shares	Sole	2021-08-13
2021-06-30	$1,554,172	22,045	-0.0%	Shares	Sole	2021-08-13
2021-03-31 BF-B	$6,871,136	99,625	+3.4%	Shares	Sole	2021-05-14
2021-03-31	$1,403,859	22,049	+0.0%	Shares	Sole	2021-05-14
2020-12-31 BF-B	$7,655,701	96,383	+8.4%	Shares	Sole	2021-02-12
2020-12-31	$1,619,866	22,048	-0.7%	Shares	Sole	2021-02-12
2020-09-30 BF-B	$6,695,496	88,894	+2.7%	Shares	Sole	2020-11-09
2020-09-30	$1,524,489	22,197	-8.5%	Shares	Sole	2020-11-09
2020-06-30 BF-B	$5,511,810	86,582	—	Shares	Sole	2020-08-13
2020-06-30	$1,395,842	24,246	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.