Position in MGPI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$560,044
-$173,956 QoQ
Shares Held
31,966
-19.9% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 149 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MGPI Over Time
Shares Held
Position Value (USD)
Derivatives in MGPI
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$13,374
PutShares
2,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $23,848,435 across 3 Beverages - Wineries & Distilleries names. MGPI ranks #3 (2.3% of the industry book) .
All Filings in MGPI
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34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,044 | 31,966 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $734,000 | 39,913 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,529,490 | 62,942 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $569,722 | 23,552 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $667,071 | 22,258 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $539,593 | 18,366 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $315,078 | 8,003 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $875,949 | 13,145 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $13,374 | 2,700 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $788,937 | 10,604 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,855 | 2,700 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $913,494 | 10,606 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,229,529 | 12,480 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,887,036 | 17,890 | Shares | Sole | 2023-11-16 | |
| 2023-09-30 | $3,046 | 2,700 | Put | Sole | 2023-11-16 | |
| 2023-06-30 | $6,480 | 2,700 | Put | Sole | 2023-07-21 | |
| 2023-06-30 | $1,867,871 | 17,575 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,069,336 | 11,056 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,189,860 | 11,185 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,000 | 2,900 | Put | Sole | 2022-11-03 | |
| 2022-09-30 | $1,159,267 | 10,920 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,000 | 2,900 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $1,075,366 | 10,744 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,000 | 2,900 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $919,407 | 10,742 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $983,164 | 11,568 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $746,371 | 11,465 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $775,492 | 11,465 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $651,537 | 11,015 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $518,365 | 11,015 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $434,159 | 10,925 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $401,056 | 10,925 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $88,737 | 3,300 | Put | Sole | 2020-05-05 | |
| 2020-03-31 | $293,773 | 10,925 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||