Position in WVVI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,843
-$104 QoQ
Shares Held
1,930
+0.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 35 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WVVI Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026MORGAN STANLEY holds $298,437,442 across 6 Beverages - Wineries & Distilleries names. WVVI ranks #5 (0.0% of the industry book) .
| # | 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
This page
|
1,930 | $4,843 | |
| 6 | EPSM |
Epsium Enterprise Ltd
|
251 | $303 |
All Filings in WVVI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,843 | 1,930 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,947 | 1,925 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,871 | 1,925 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $20,973 | 5,875 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $40,931 | 7,375 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $43,807 | 7,375 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,041 | 7,475 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $24,273 | 6,975 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $27,411 | 6,975 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $44,933 | 8,575 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $41,674 | 7,775 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $43,070 | 7,375 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $40,897 | 7,175 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,233 | 3,675 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,939 | 3,675 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $25,148 | 4,076 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,550 | 4,075 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $36,905 | 4,078 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $37,462 | 4,326 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $53,114 | 4,179 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $49,932 | 3,650 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $48,417 | 5,350 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $31,531 | 4,950 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $36,592 | 5,950 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $25,972 | 4,300 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,855 | 4,300 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||