Creative Planning

Position in BF-B — Brown Forman Corp

CIK 1540235 OVERLAND PARK, KS

Back to BF-B Full portfolio

Position in BF-B

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$15,468,784

+$4,502,796 QoQ

Shares Held

580,213

+39.9% QoQ

Ownership

0.126%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#73

of 449 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BF-B Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Jun 30, 2026

Creative Planning holds $23,848,435 across 3 Beverages - Wineries & Distilleries names. BF-B ranks #1 (64.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BF-B	Brown Forman Corp This page	580,213	$15,468,784
2	DEO	Diageo PLC	97,283	$7,819,607
3	MGPI	Mgp Ingredients Inc	31,966	$560,044

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-A	$235,432	8,605	+37.9%	Shares	Sole	2026-08-13
2026-06-30 BF-B	$7,616,676	285,804	+37.8%	Shares	Defined	2026-08-13
2026-06-30	$7,616,676	285,804	+37.8%	Shares	Defined	2026-08-13
2026-03-31 BF-B	$5,482,994	207,375	+63.6%	Shares	Defined	2026-05-12
2026-03-31	$5,482,994	207,375	+63.6%	Shares	Defined	2026-05-12
2025-12-31 BF-B	$3,303,209	126,754	+40.7%	Shares	Sole	2026-02-17
2025-12-31	$3,303,209	126,754	+40.7%	Shares	Sole	2026-02-17
2025-09-30 BF-B	$2,439,745	90,094	+40.2%	Shares	Sole	2025-11-14
2025-09-30	$2,439,745	90,094	+40.2%	Shares	Sole	2025-11-14
2025-06-30 BF-B	$1,729,559	64,272	-12.8%	Shares	Defined	2025-08-08
2025-06-30	$1,729,559	64,272	-12.8%	Shares	Defined	2025-08-08
2025-03-31 BF-A	$208,785	6,238	-4.3%	Shares	Sole	2025-05-15
2025-03-31 BF-B	$2,500,393	73,671	+87.4%	Shares	Sole	2025-05-15
2025-03-31	$2,500,393	73,671	+87.4%	Shares	Sole	2025-05-15
2024-12-31 BF-A	$245,776	6,521	-9.6%	Shares	Sole	2025-02-14
2024-12-31 BF-B	$1,492,993	39,310	+11.2%	Shares	Defined	2025-02-14
2024-12-31	$1,492,993	39,310	+11.2%	Shares	Defined	2025-02-14
2024-09-30 BF-A	$346,704	7,211	+0.3%	Shares	Sole	2024-10-11
2024-09-30 BF-B	$1,739,121	35,348	+26.0%	Shares	Defined	2024-10-11
2024-09-30	$1,739,121	35,348	+26.0%	Shares	Defined	2024-10-11
2024-06-30 BF-A	$317,118	7,186	+2.1%	Shares	Sole	2024-08-15
2024-06-30 BF-B	$1,211,777	28,057	+49.1%	Shares	Defined	2024-08-15
2024-06-30	$1,211,777	28,057	+49.1%	Shares	Defined	2024-08-15
2024-03-31 BF-A	$372,715	7,039	+0.0%	Shares	Sole	2024-05-13
2024-03-31 BF-B	$971,539	18,821	-12.2%	Shares	Defined	2024-05-13
2024-03-31	$971,539	18,821	-12.2%	Shares	Defined	2024-05-13
2023-12-31 BF-A	$419,394	7,038	0.0%	Shares	Sole	2024-02-14
2023-12-31 BF-B	$1,224,280	21,441	+11.0%	Shares	Defined	2024-02-14
2023-12-31	$1,224,280	21,441	+11.0%	Shares	Defined	2024-02-14
2023-09-30 BF-A	$408,907	7,038	-11.5%	Shares	Sole	2023-11-16
2023-09-30 BF-B	$1,114,455	19,318	+2.1%	Shares	Defined	2023-11-16
2023-09-30	$1,114,455	19,318	+2.1%	Shares	Defined	2023-11-16
2023-06-30 BF-A	$541,564	7,956	-10.4%	Shares	Sole	2023-07-21
2023-06-30 BF-B	$1,263,277	18,917	+6.3%	Shares	Defined	2023-07-21
2023-06-30	$1,263,277	18,917	+6.3%	Shares	Defined	2023-07-21
2023-03-31 BF-A	$578,952	8,881	-0.0%	Shares	Sole	2023-05-15
2023-03-31 BF-B	$1,143,362	17,790	-10.7%	Shares	Sole	2023-05-15
2023-03-31	$1,143,362	17,790	-10.7%	Shares	Sole	2023-05-15
2022-12-31 BF-A	$584,146	8,883	+0.0%	Shares	Sole	2023-02-10
2022-12-31 BF-B	$1,308,871	19,928	+24.2%	Shares	Sole	2023-02-10
2022-12-31	$1,308,871	19,928	+24.2%	Shares	Sole	2023-02-10
2022-09-30 BF-A	$599,932	8,880	+11.6%	Shares	Sole	2022-11-03
2022-09-30 BF-B	$1,068,381	16,049	+3.9%	Shares	Sole	2022-11-03
2022-09-30	$1,068,381	16,049	+3.9%	Shares	Sole	2022-11-03
2022-06-30 BF-A	$538,346	7,959	0.0%	Shares	Sole	2022-08-15
2022-06-30 BF-B	$1,083,761	15,447	+10.0%	Shares	Sole	2022-08-15
2022-06-30	$1,083,761	15,447	+10.0%	Shares	Sole	2022-08-15
2022-03-31 BF-A	$499,347	7,959	—	Shares	Sole	2022-05-16
2022-03-31 BF-B	$941,496	14,048	—	Shares	Sole	2022-05-16
2022-03-31	$941,496	14,048	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.