Cerity Partners LLC

Position in BF-B — Brown Forman Corp

CIK 1566475 NEW YORK, NY

Position in BF-B

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,894,026

-$203,885 QoQ

Shares Held

817,016

-2.0% QoQ

Ownership

0.178%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 1% Shared 2% None 97%

Consumer Defensive · as of Jun 30, 2026

Cerity Partners LLC holds $24,885,929 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (88.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BF-B	Brown Forman Corp This page	817,016	$21,894,026
2	DEO	Diageo PLC	37,222	$2,991,903

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,248,518	647,224	-1.8%	Shares	Defined	2026-08-14
2026-03-31	$17,433,372	659,356	+8.8%	Shares	Other	2026-05-15
2025-12-31	$15,790,456	605,927	-0.2%	Shares	Defined	2026-02-11
2025-09-30	$16,438,128	607,021	-0.7%	Shares	Other	2025-10-22
2025-06-30	$16,455,626	611,506	-19.9%	Shares	Sole	2025-08-13
2025-03-31	$25,906,775	763,311	+81.5%	Shares	Sole	2025-04-30
2024-12-31	$15,972,185	420,542	+12.3%	Shares	Other	2025-02-13
2024-09-30	$18,420,972	374,410	-0.6%	Shares	Sole	2024-11-12
2024-06-30	$16,273,992	376,800	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$19,126,345	370,522	+9.7%	Shares	Defined	2024-05-14
2023-12-31	$19,279,986	337,653	+9.3%	Shares	Sole	2024-01-26
2023-09-30	$17,822,633	308,938	-3.7%	Shares	Sole	2023-11-14
2023-06-30	$21,416,880	320,708	+3756.5%	Shares	Sole	2023-08-14
2023-03-31	$534,469	8,316	+69.5%	Shares	Sole	2023-05-11
2022-12-31	$322,226	4,906	+15.5%	Shares	Sole	2023-02-15
2022-09-30	$282,722	4,247	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$313,124	4,463	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.