MORGAN STANLEY

Position in WVVI — Willamette Valley Vineyards Inc

CIK 895421 NEW YORK, NY

Position in WVVI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,947

-$924 QoQ

Shares Held

1,925

0.0% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#19

of 35 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

MORGAN STANLEY holds $100,519,267 across 8 Beverages - Wineries & Distilleries names. WVVI ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	177,944	$3,272,385
5	WVVI	Willamette Valley Vineyards Inc This page	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,947	1,925	0.0%	Shares	Defined	2026-05-15
2025-12-31	$5,871	1,925	-67.2%	Shares	Defined	2026-05-27
2025-09-30	$20,973	5,875	-20.3%	Shares	Defined	2026-05-27
2025-06-30	$40,931	7,375	0.0%	Shares	Defined	2025-08-15
2025-03-31	$43,807	7,375	-1.3%	Shares	Defined	2025-05-15
2024-12-31	$25,041	7,475	+7.2%	Shares	Defined	2025-05-15
2024-09-30	$24,273	6,975	0.0%	Shares	Defined	2025-05-14
2024-06-30	$27,411	6,975	-18.7%	Shares	Defined	2025-05-14
2024-03-31	$44,933	8,575	+10.3%	Shares	Defined	2024-10-17
2023-12-31	$41,674	7,775	+5.4%	Shares	Defined	2024-08-16
2023-09-30	$43,070	7,375	+2.8%	Shares	Defined	2023-11-15
2023-06-30	$40,897	7,175	+95.2%	Shares	Defined	2023-08-14
2023-03-31	$22,233	3,675	0.0%	Shares	Defined	2023-05-15
2022-12-31	$21,939	3,675	-9.8%	Shares	Defined	2023-02-14
2022-09-30	$25,148	4,076	+0.0%	Shares	Defined	2022-11-14
2022-06-30	$25,550	4,075	-0.1%	Shares	Defined	2022-10-27
2022-03-31	$36,905	4,078	-5.7%	Shares	Defined	2022-10-27
2021-12-31	$37,462	4,326	+3.5%	Shares	Defined	2022-02-14
2021-09-30	$53,114	4,179	+14.5%	Shares	Defined	2021-11-15
2021-06-30	$49,932	3,650	-31.8%	Shares	Defined	2021-08-23
2021-03-31	$48,417	5,350	+8.1%	Shares	Defined	2021-05-17
2020-12-31	$31,531	4,950	-16.8%	Shares	Defined	2021-02-16
2020-09-30	$36,592	5,950	+38.4%	Shares	Defined	2020-11-13
2020-06-30	$25,972	4,300	0.0%	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.