Position in BF-B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$468,720
+$4,540 QoQ
Shares Held
17,588
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#251
of 444 holders
Holding Since
Mar 2022
18 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, 2026Chico Wealth RIA holds $468,720 across 1 Beverages - Wineries & Distilleries name. BF-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
17,588 | $468,720 |
All Filings in BF-B
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $468,720 | 17,588 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 BF-B | $464,180 | 17,556 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 BF-B | $457,639 | 17,561 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 BF-B | $474,901 | 17,537 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 BF-B | $472,028 | 17,541 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 BF-B | $595,273 | 17,539 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 BF-B | $666,169 | 17,540 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 BF-B | $862,426 | 17,529 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 BF-B | $757,077 | 17,529 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 BF-B | $904,846 | 17,529 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 BF-B | $1,000,905 | 17,529 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 BF-B | $1,011,248 | 17,529 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 BF-B | $1,170,586 | 17,529 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 BF-B | $1,126,588 | 17,529 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 BF-B | $1,151,304 | 17,529 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 BF-B | $1,166,905 | 17,529 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 BF-B | $1,229,834 | 17,529 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 BF-B | $1,174,793 | 17,529 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||