Pinnacle Wealth Planning Services, Inc.
Position in BF-B — Brown Forman Corp
CIK 1726752
MANSFIELD, OH
Position in BF-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,754
-$4,362 QoQ
Shares Held
362
-31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 444 holders
Holding Since
Sep 2020
5 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, 2026Pinnacle Wealth Planning Services, Inc. holds $235,380 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
2,807 | $225,626 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
362 | $9,754 |
All Filings in BF-B
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $5,596 | 210 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $4,158 | 152 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 BF-B | $8,196 | 310 | Shares | Sole | 2026-05-11 | |
| 2026-03-31 | $5,920 | 221 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 BF-B | $10,059 | 386 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $10,708 | 407 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 BF-B | $215,810 | 2,717 | Shares | Sole | 2021-02-12 | |
| 2020-12-31 | $220 | 3 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 BF-B | $205,171 | 2,724 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||