Position in MGPI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,272,385
-$4,796,451 QoQ
Shares Held
177,944
-46.4% QoQ
Ownership
0.833%
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 90%
Shared 0%
None 10%
Common Shares in MGPI Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026MORGAN STANLEY holds $100,519,267 across 8 Beverages - Wineries & Distilleries names. MGPI ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
981,820 | $73,096,495 | |
| 2 | SNDL |
SNDL Inc.
|
11,411,121 | $15,062,678 | |
| 3 | BF-A |
Brown Forman Corp
|
339,015 | $9,082,207 | |
| 4 | MGPI |
Mgp Ingredients Inc
This page
|
177,944 | $3,272,385 | |
| 5 | WVVI |
Willamette Valley Vineyards Inc
|
1,925 | $4,947 | |
| 6 | EPSM |
Epsium Enterprise Ltd
|
251 | $353 | |
| 7 | IBG |
Innovation Beverage Group Ltd
|
100 | $112 | |
| 8 | AGCC |
Agencia Comercial Spirits Ltd.
|
6 | $90 |
All Filings in MGPI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,272,385 | 177,944 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,068,836 | 332,051 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $12,370,689 | 511,397 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $17,030,838 | 568,263 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,224,007 | 654,323 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,132,945 | 562,178 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $23,568,905 | 283,110 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $20,048,861 | 269,474 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $25,173,469 | 292,273 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $27,801,356 | 282,190 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $27,176,919 | 257,650 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,918,523 | 225,052 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,461,005 | 221,888 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,530,854 | 211,796 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,259,228 | 219,096 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,889,978 | 228,694 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $10,161,668 | 118,725 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $10,696,241 | 125,853 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,006,584 | 169,072 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,089,200 | 119,592 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,360,833 | 73,725 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,755,598 | 58,555 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,225,468 | 156,655 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,904,785 | 133,609 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,379,481 | 460,375 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||