Position in BF-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$651,299
-$22,286 QoQ
Shares Held
24,439
-4.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#223
of 444 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026J. Stern & Co. LLP holds $651,299 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
|
24,439 | $651,299 |
All Filings in BF-B
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $651,299 | 24,439 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BF-B | $673,585 | 25,476 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 BF-B | $715,503 | 27,456 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 BF-B | $492,612 | 18,191 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BF-B | $552,381 | 20,527 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BF-B | $1,326,069 | 39,071 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 BF-B | $1,504,349 | 39,609 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BF-B | $1,266,752 | 25,747 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||