Position in IBG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$112
New position
Shares Held
100
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $298,437,442 across 6 Beverages - Wineries & Distilleries names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
7,290,744 | $194,546,209 | |
| 2 | DEO |
Diageo PLC
|
1,051,605 | $84,528,005 | |
| 3 | SNDL |
SNDL Inc.
|
10,214,013 | $13,788,916 | |
| 4 | MGPI |
Mgp Ingredients Inc
|
317,875 | $5,569,166 | |
| 5 | WVVI |
Willamette Valley Vineyards Inc
|
1,930 | $4,843 | |
| 6 | EPSM |
Epsium Enterprise Ltd
|
251 | $303 |
All Filings in IBG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112 | 100 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||