MERCER GLOBAL ADVISORS INC /ADV

Position in BF-B — Brown Forman Corp

CIK 853758 DENVER, CO

Back to BF-B Full portfolio

Position in BF-B

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,848,349

+$135,489 QoQ

Shares Held

68,923

+6.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#152

of 444 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Common Shares in BF-B Over Time

Shares Held

Position Value (USD)

Position in Beverages - Wineries & Distilleries

Consumer Defensive · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $2,587,648 across 6 Beverages - Wineries & Distilleries names. BF-B ranks #1 (71.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BF-B	Brown Forman Corp This page	68,923	$1,848,349
2	DEO	Diageo PLC	7,991	$642,316
3	MGPI	Mgp Ingredients Inc	4,847	$84,919
4	WVVI	Willamette Valley Vineyards Inc	2,650	$6,651
5	SNDL	SNDL Inc.	4,002	$5,402
6	YHC	LQR House Inc.	2	$11

All Filings in BF-B

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 BF-B	$1,403,175	52,652	+1.7%	Shares	Sole	2026-08-11
2026-06-30	$445,174	16,271	+26.8%	Shares	Sole	2026-08-11
2026-03-31 BF-B	$1,368,957	51,776	+30.9%	Shares	Sole	2026-05-15
2026-03-31	$343,903	12,837	+13.3%	Shares	Sole	2026-05-15
2025-12-31 BF-B	$1,030,933	39,560	+38.2%	Shares	Sole	2026-02-18
2025-12-31	$298,171	11,333	+17.5%	Shares	Sole	2026-02-18
2025-09-30 BF-B	$775,192	28,626	+47.7%	Shares	Sole	2025-11-14
2025-09-30	$259,573	9,646	+30.8%	Shares	Sole	2025-11-14
2025-06-30 BF-B	$521,488	19,379	+10.6%	Shares	Sole	2025-08-14
2025-06-30	$202,591	7,375	+36.9%	Shares	Sole	2025-08-14
2025-03-31 BF-B	$594,730	17,523	+13.7%	Shares	Sole	2025-05-15
2024-12-31 BF-B	$585,233	15,409	+53.6%	Shares	Sole	2025-02-14
2024-09-30 BF-B	$493,623	10,033	-5.1%	Shares	Sole	2024-11-14
2024-09-30	$259,055	5,388	-3.0%	Shares	Sole	2024-11-14
2024-06-30 BF-B	$456,734	10,575	+4.6%	Shares	Sole	2024-08-12
2024-06-30	$245,142	5,555	-1.0%	Shares	Sole	2024-08-12
2024-03-31 BF-B	$17	10,109	+1.1%	Shares	Sole	2024-05-15
2024-03-31	$297,049	5,610	+1.5%	Shares	Sole	2024-05-15
2023-12-31 BF-B	$571,114	10,002	-0.2%	Shares	Sole	2024-02-15
2023-12-31	$329,413	5,528	+0.4%	Shares	Sole	2024-02-15
2023-09-30 BF-B	$577,996	10,019	-9.8%	Shares	Sole	2023-11-15
2023-09-30	$319,898	5,506	+3.8%	Shares	Sole	2023-11-15
2023-06-30 BF-B	$741,391	11,102	+3.6%	Shares	Sole	2023-08-14
2023-06-30	$361,179	5,306	+4.0%	Shares	Sole	2023-08-14
2023-03-31 BF-B	$688,460	10,712	+5.3%	Shares	Sole	2023-05-16
2023-03-31	$332,599	5,102	+0.9%	Shares	Sole	2023-05-16
2022-12-31 BF-B	$668,359	10,176	-1.9%	Shares	Sole	2023-02-09
2022-12-31	$332,482	5,056	+0.1%	Shares	Sole	2023-02-09
2022-09-30 BF-B	$690,330	10,370	+9.9%	Shares	Sole	2022-11-15
2022-09-30	$341,313	5,052	+0.1%	Shares	Sole	2022-11-15
2022-06-30 BF-B	$661,959	9,435	+0.1%	Shares	Sole	2022-08-10
2022-06-30	$341,379	5,047	-0.4%	Shares	Sole	2022-08-10
2022-03-31 BF-B	$631,931	9,429	-3.4%	Shares	Sole	2022-05-10
2022-03-31	$317,778	5,065	+0.1%	Shares	Sole	2022-05-10
2021-12-31 BF-B	$710,822	9,756	-1.4%	Shares	Sole	2022-02-04
2021-12-31	$343,152	5,062	-0.4%	Shares	Sole	2022-02-04
2021-09-30 BF-B	$663,063	9,895	-22.9%	Shares	Sole	2021-11-10
2021-09-30	$318,551	5,083	+0.1%	Shares	Sole	2021-11-10
2021-06-30 BF-B	$961,630	12,832	-0.8%	Shares	Sole	2021-08-10
2021-06-30	$358,140	5,080	+0.0%	Shares	Sole	2021-08-10
2021-03-31 BF-B	$892,609	12,942	+11.5%	Shares	Sole	2021-08-10
2021-03-31	$323,316	5,078	+0.5%	Shares	Sole	2021-08-10
2020-12-31 BF-B	$921,626	11,603	+13.8%	Shares	Sole	2021-02-12
2020-12-31	$371,317	5,054	+0.1%	Shares	Sole	2021-02-12
2020-09-30 BF-B	$768,264	10,200	-4.0%	Shares	Sole	2020-12-10
2020-09-30	$346,902	5,051	-0.1%	Shares	Sole	2020-12-10
2020-06-30 BF-B	$676,196	10,622	+5.3%	Shares	Sole	2020-08-10
2020-06-30	$291,131	5,057	+0.3%	Shares	Sole	2020-08-10
2020-03-31 BF-B	$559,873	10,086	—	Shares	Sole	2020-05-18
2020-03-31	$259,109	5,043	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.