Creative Planning

Position in MGPI — Mgp Ingredients Inc

CIK 1540235 OVERLAND PARK, KS

Back to MGPI Full portfolio

Position in MGPI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$734,000

-$795,490 QoQ

Shares Held

39,913

-36.6% QoQ

Ownership

0.187%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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, 2024

CallValue

CallShares

PutValue

$200,880

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 Mar 31, 2026

Creative Planning holds $4,143,131 across 3 Beverages - Wineries & Distilleries names. MGPI ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC	45,252	$3,369,011
2	MGPI	Mgp Ingredients Inc This page	39,913	$734,000
3	WVVI	Willamette Valley Vineyards Inc	15,611	$40,120

All Filings in MGPI

Export CSV

33 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$734,000	39,913	-36.6%	Shares	Sole	2026-05-12
2025-12-31	$1,529,490	62,942	+167.2%	Shares	Sole	2026-02-17
2025-09-30	$569,722	23,552	+5.8%	Shares	Defined	2025-11-14
2025-06-30	$667,071	22,258	+21.2%	Shares	Defined	2025-08-08
2025-03-31	$539,593	18,366	+129.5%	Shares	Sole	2025-05-15
2024-12-31	$315,078	8,003	-39.1%	Shares	Sole	2025-02-14
2024-09-30	$1,094,321	13,145	+386.9%	Shares	Sole	2024-10-11
2024-06-30	$200,880	2,700	-74.5%	Put	Sole	2024-08-15
2024-06-30	$788,937	10,604	+292.7%	Shares	Sole	2024-08-15
2024-03-31	$232,551	2,700	-74.5%	Put	Sole	2024-05-13
2024-03-31	$913,494	10,606	-15.0%	Shares	Sole	2024-05-13
2023-12-31	$1,229,529	12,480	-30.2%	Shares	Defined	2024-02-14
2023-09-30	$1,887,036	17,890	+562.6%	Shares	Sole	2023-11-16
2023-09-30	$284,796	2,700	0.0%	Put	Sole	2023-11-16
2023-06-30	$286,956	2,700	-84.6%	Put	Sole	2023-07-21
2023-06-30	$1,867,871	17,575	+59.0%	Shares	Sole	2023-07-21
2023-03-31	$1,069,336	11,056	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$1,189,860	11,185	+285.7%	Shares	Sole	2023-02-10
2022-09-30	$307,864	2,900	-73.4%	Put	Sole	2022-11-03
2022-09-30	$1,159,267	10,920	+276.6%	Shares	Sole	2022-11-03
2022-06-30	$290,261	2,900	-73.0%	Put	Sole	2022-08-15
2022-06-30	$1,075,366	10,744	+270.5%	Shares	Sole	2022-08-15
2022-03-31	$248,211	2,900	-73.0%	Put	Sole	2022-05-16
2022-03-31	$919,407	10,742	-7.1%	Shares	Sole	2022-05-16
2021-12-31	$983,164	11,568	+0.9%	Shares	Sole	2022-02-11
2021-09-30	$746,371	11,465	0.0%	Shares	Sole	2021-11-10
2021-06-30	$775,492	11,465	+4.1%	Shares	Sole	2021-08-04
2021-03-31	$651,537	11,015	0.0%	Shares	Sole	2021-04-30
2020-12-31	$518,365	11,015	+0.8%	Shares	Sole	2021-01-29
2020-09-30	$434,159	10,925	0.0%	Shares	Sole	2020-11-05
2020-06-30	$401,056	10,925	+231.1%	Shares	Sole	2020-07-23
2020-03-31	$88,737	3,300	-69.8%	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.