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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
Dodge & Cox
Dodge & Cox
California
$3.17B +$6.26M 4 1.66% Increased
2
BlackRock
BlackRock
New York
$2.89B +$162M 12 0.04% Increased
3
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
$2.21B +$23.4M 9 0.05% Increased
4
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$2.03B +$110M 7 0.09% Increased
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.91B -$1M 11 0.08% Reduced
6
State Street
State Street
Massachusetts
$1.63B -$43.9M 13 0.05% Reduced
7
Capital World Investors
Capital World Investors
California
$1.56B -$148M 1 0.18% Reduced
8
First Eagle Investment Management
First Eagle Investment Management
New York
$1.32B +$39.2M 3 2.18% Increased
9
Morgan Stanley
Morgan Stanley
New York
$1.07B +$4.57M 14 0.06% Increased
10
Fisher Asset Management
Fisher Asset Management
Washington
$1.03B +$42.3M 3 0.31% Increased
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.01B +$71.5M 13 0.18% Increased
12
Geode Capital Management
Geode Capital Management
Massachusetts
$918M +$14.3M 12 0.05% Increased
13
Goldman Sachs
Goldman Sachs
New York
$900M +$124M 12 0.08% Increased
14
Wellington Management Group
Wellington Management Group
Massachusetts
$886M -$178M 5 0.15% Reduced
15
Invesco
Invesco
Georgia
$853M +$92M 10 0.07% Increased
16
Bank of America
Bank of America
North Carolina
$669M -$149M 11 0.04% Reduced
17
GQG Partners
GQG Partners
Florida
$657M +$65.5M 2 1.22% Increased
18
VanEck Associates
VanEck Associates
New York
$626M -$35.8M 3 0.38% Reduced
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$615M +$5.18M 4 1.38% Increased
20
Ameriprise
Ameriprise
Minnesota
$608M +$39.8M 9 0.12% Increased
21
Citadel Advisors
Citadel Advisors
Florida
$603M -$212M 12 0.07% Reduced
22
Point72 Asset Management
Point72 Asset Management
Connecticut
$575M +$240M 7 0.63% Increased
23
AQR Capital Management
AQR Capital Management
Connecticut
$573M +$231M 10 0.2% Increased
24
UBS Group
UBS Group
Switzerland
$553M +$81.6M 18 0.07% Increased
25
Charles Schwab
Charles Schwab
California
$515M +$38M 7 0.07% Increased