John Rogers’s MGP Ingredients MGPI Stock Holding History

John Rogers’s Portfolio MGPI Stock Details MGPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Sell	610,729 -18,131	-3%	-$330K	0.11%	80
2026 Q1	$11.6M	Sell	628,860 -607	-0.1%	-$13.6K	0.13%	77
2025 Q4	$15.3M	Sell	629,467 -16,913	-3%	-$412K	0.17%	77
2025 Q3	$15.6M	Sell	646,380 -72,764	-10%	-$2.11M	0.17%	77
2025 Q2	$21.6M	Buy	719,144 +93,086	+15%	+$2.77M	0.24%	73
2025 Q1	$18.4M	Buy	626,058 +27,155	+5%	+$908K	0.22%	75
2024 Q4	$23.6M	Buy	598,903 +89,461	+18%	+$4.87M	0.25%	77
2024 Q3	$42.4M	Sell	509,442 -6,354	-1%	-$525K	0.43%	62
2024 Q2	$38.4M	Buy	515,796 +248,076	+93%	+$19.4M	0.42%	67
2024 Q1	$23.1M	Buy	+267,720	New	+$23.2M	0.23%	80

Other funds holding MGPI

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Rogers's MGPI Position: Q2 2026 in Review

John Rogers reduced its MGP Ingredients (MGPI) stake by 2.9% in Q2 2026, selling an estimated $330K and leaving 610,729 shares worth $10.7M. The position accounts for 0.11% of the portfolio, ranked #80.

John Rogers first reported a position in MGPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $42.4M in Q3 2024. 148 funds tracked by Wall St. Rank hold MGPI as of Q2 2026.

John Rogers held 610,729 shares of MGP Ingredients worth $10.7M as of Q2 2026.
John Rogers sold 18,131 MGP Ingredients shares in Q2 2026, an estimated $330K.
MGP Ingredients made up 0.11% of John Rogers's portfolio in Q2 2026, its #80 holding.
John Rogers first reported a position in MGP Ingredients in Q1 2024 and has held it in 10 quarters since.
John Rogers's MGP Ingredients position peaked at $42.4M in Q3 2024.
148 funds tracked by Wall St. Rank held MGP Ingredients as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.