Position in BF-B
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,605,875
+$10,777 QoQ
Shares Held
60,258
-0.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#161
of 444 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,624,442 across 2 Beverages - Wineries & Distilleries names. BF-B ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
60,258 | $1,605,875 | |
| 2 | DEO |
Diageo PLC
|
231 | $18,567 |
All Filings in BF-B
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $1,605,875 | 60,258 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 BF-B | $1,595,098 | 60,329 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 BF-B | $1,861,100 | 71,416 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 BF-B | $1,933,944 | 71,416 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 BF-B | $1,921,804 | 71,416 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 BF-B | $2,423,859 | 71,416 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 BF-B | $2,691,490 | 70,866 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||