Wines, Brandy, and Brandy Spirits - Investment Trends
This page shows the overall investment trends by institutions in companies categorized in this industry.
To create this report, we combined institutional holdings listed in 13F's with SIC codes self-reported by companies in their 10-Q's.
| Period | Owners | Total Shares | Percent Change in Shares |
Fair Market Value (USD) | Percent Change in Value |
|---|---|---|---|---|---|
| 2026-Q1 | 11 | 2,934,034 | 0.53 | 200,882,490,000 | -14.87 |
| 2025-Q4 | 11 | 2,918,465 | -4.04 | 235,965,460,000 | -16.20 |
| 2025-Q3 | 13 | 3,041,225 | -5.86 | 281,589,363,000 | -5.58 |
| 2025-Q2 | 15 | 3,230,389 | 5.64 | 298,241,150,000 | 4.05 |
| 2025-Q1 | 12 | 3,058,032 | -3.46 | 286,631,406,000 | -17.11 |
| 2024-Q4 | 10 | 3,167,635 | -7.79 | 345,790,688,000 | -30.54 |
| 2024-Q3 | 11 | 3,435,385 | -2.25 | 497,835,218,000 | 9.56 |
| 2024-Q2 | 11 | 3,514,554 | 8.65 | 454,409,457,000 | -8.44 |
| 2024-Q1 | 13 | 3,234,680 | 7.21 | 496,289,622,000 | -1.47 |
| 2023-Q4 | 14 | 3,017,147 | -0.47 | 503,692,253,000 | 5.27 |
| 2023-Q3 | 13 | 3,031,391 | -1.65 | 478,498,942,000 | -25.54 |
| 2023-Q2 | 17 | 3,082,150 | -2.87 | 642,617,641,000 | -4.86 |
| 2023-Q1 | 17 | 3,173,279 | 0.09 | 675,422,597,000 | 15.22 |
| 2022-Q4 | 17 | 3,170,553 | -0.54 | 586,201,811,000 | 42,468.37 |
| 2022-Q3 | 14 | 3,187,886 | -2.21 | 1,377,083,000 | 0.51 |
| 2022-Q2 | 16 | 3,260,044 | 1.74 | 1,370,158,000 | 74.14 |
| 2022-Q1 | 14 | 3,204,308 | -3.94 | 786,821,000 | -14.51 |
| 2021-Q4 | 18 | 3,335,899 | -5.06 | 920,395,000 | 7.50 |
| 2021-Q3 | 19 | 3,513,848 | -3.46 | 856,166,000 | 11.70 |
| 2021-Q2 | 20 | 3,639,846 | -9.98 | 766,505,000 | 13.53 |
| 2021-Q1 | 20 | 4,043,522 | -7.77 | 675,158,000 | -66.69 |
| 2020-Q4 | 18 | 4,384,159 | -7.47 | 2,026,598,000 | 16.12 |
| 2020-Q3 | 14 | 4,738,088 | -2.25 | 1,745,297,000 | 2.99 |
| 2020-Q2 | 14 | 4,847,363 | -3.43 | 1,694,571,000 | 7.59 |
| 2020-Q1 | 16 | 5,019,444 | -1.39 | 1,575,046,000 | -14.82 |
| 2019-Q4 | 16 | 5,090,148 | -1.76 | 1,849,059,000 | -0.31 |
| 2019-Q3 | 17 | 5,181,290 | -21.29 | 1,854,764,000 | -6.95 |
| 2019-Q2 | 16 | 6,582,894 | -2.55 | 1,993,313,000 | 1.13 |
| 2019-Q1 | 18 | 6,755,078 | -4.34 | 1,970,966,000 | 12.23 |
| 2018-Q4 | 13 | 7,061,899 | 16.88 | 1,756,110,000 | 0.15 |
| 2018-Q3 | 12 | 6,041,775 | -0.77 | 1,753,509,000 | 0.05 |
| 2018-Q2 | 14 | 6,088,601 | 0.07 | 1,752,584,000 | -2.64 |
| 2018-Q1 | 11 | 6,084,073 | -1.33 | 1,800,121,000 | 4.16 |
| 2017-Q4 | 12 | 6,166,330 | -11.26 | 1,728,254,000 | 11.49 |
| 2017-Q3 | 9 | 6,948,617 | 1.20 | 1,550,091,000 | 3.62 |
| 2017-Q2 | 8 | 6,866,380 | 0.21 | 1,495,984,000 | 12.50 |
| 2017-Q1 | 8 | 6,851,664 | -2.64 | 1,329,748,000 | 77.46 |
| 2016-Q4 | 13 | 7,037,761 | -4.46 | 749,302,000 | -9.85 |
| 2016-Q3 | 17 | 7,366,193 | -1.21 | 831,201,000 | 6.11 |
| 2016-Q2 | 15 | 7,456,280 | 6.11 | 783,309,000 | 5.65 |
| 2016-Q1 | 14 | 7,027,171 | 4.01 | 741,439,000 | 0.49 |
| 2015-Q4 | 14 | 6,756,153 | 12.17 | 737,848,000 | 18.39 |
| 2015-Q3 | 12 | 6,023,107 | -0.94 | 623,227,000 | -12.92 |
| 2015-Q2 | 15 | 6,080,446 | -19.12 | 715,664,000 | -5.55 |
| 2015-Q1 | 16 | 7,517,460 | 0.00 | 757,708,000 | 0.00 |
