Focus Partners Wealth

Position in BF-B — Brown Forman Corp

CIK 1542153 ST LOUIS, MO

Position in BF-B

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,547,208

+$1,205,802 QoQ

Shares Held

95,352

+87.9% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#157

of 449 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 30% Shared 5% None 65%

Consumer Defensive · as of Jun 30, 2026

Focus Partners Wealth holds $5,483,730 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DEO	Diageo PLC	36,533	$2,936,522
2	BF-B	Brown Forman Corp This page	95,352	$2,547,208

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BF-A	$234,256	8,562	—	Shares	Sole	2026-08-12
2026-06-30 BF-B	$1,156,476	43,395	+71.1%	Shares	Sole	2026-08-12
2026-06-30	$1,156,476	43,395	+71.1%	Shares	Sole	2026-08-12
2026-03-31 BF-B	$670,703	25,367	-1.5%	Shares	Sole	2026-05-15
2026-03-31	$670,703	25,367	-1.5%	Shares	Sole	2026-05-15
2025-12-31 BF-B	$671,123	25,753	+203.3%	Shares	Sole	2026-02-13
2025-12-31	$671,123	25,753	+203.3%	Shares	Sole	2026-02-13
2025-09-30 BF-B	$229,963	8,492	-35.8%	Shares	Sole	2025-11-14
2025-09-30	$229,963	8,492	-35.8%	Shares	Sole	2025-11-14
2025-06-30 BF-B	$355,777	13,221	+22.7%	Shares	Sole	2025-08-14
2025-06-30	$355,777	13,221	+21.4%	Shares	Sole	2025-08-14
2025-03-31	$369,538	10,888	-5.9%	Shares	Sole	2025-05-20
2024-12-31	$439,352	11,568	+7.4%	Shares	Sole	2025-05-20
2024-09-30 BF-B	$530,130	10,775	—	Shares	Sole	2024-11-14
2024-09-30	$530,130	10,775	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.