Position in BF-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$266,340
+$15,636 QoQ
Shares Held
9,994
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#292
of 444 holders
Holding Since
Dec 2025
3 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, 2026ADVISORTRUST PARTNERS, LLC holds $775,949 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
6,340 | $509,609 | |
| 2 | BF-B |
Brown Forman Corp
This page
|
9,994 | $266,340 |
All Filings in BF-B
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $266,340 | 9,994 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BF-B | $250,704 | 9,482 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 BF-B | $286,060 | 10,977 | Shares | Sole | 2026-03-10 | |
| No filing history on record for this holder in this stock. | ||||||