Integrated Wealth Concepts LLC

Position in MGPI — Mgp Ingredients Inc

CIK 1737109 WALTHAM, MA

Position in MGPI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$43,901,248

-$2,673,983 QoQ

Shares Held

2,505,779

-1.1% QoQ

Ownership

11.7%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

of 149 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $45,064,907 across 4 Beverages - Wineries & Distilleries names. MGPI ranks #1 (97.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MGPI	Mgp Ingredients Inc This page	2,505,779	$43,901,248
2	DEO	Diageo PLC	8,167	$656,463
3	BF-B	Brown Forman Corp	18,985	$507,133
4	SNDL	SNDL Inc.	47	$63

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,901,248	2,505,779	-1.1%	Shares	Sole	2026-08-12
2026-03-31	$46,575,231	2,532,639	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.