← All themes Sin Stocks

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
2001
KFI
Key Financial Inc
Pennsylvania
$130K $0 4 0.07% Maintained
2002
SAM
S.A. Mason
Michigan
$128K $0 2 0.08% Maintained
2003
COCM
Charter Oak Capital Management
New Hampshire
$126K +$9.53K 3 0.01% Increased
2004
MTIC
Missouri Trust & Investment Company
Missouri
$125K +$114K 1 0.07% New
2005
OIA
Optimum Investment Advisors
Illinois
$125K $0 1 0.05% Maintained
2006
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$125K +$25.4K 4 0.1% Increased
2007
WOSD
WFA of San Diego
California
$125K +$114K 1 0.07% New
2008
CFO
CVA Family Office
Colorado
$124K +$98.1K 5 0.03% Increased
2009
SCM
Sterneck Capital Management
Missouri
$124K +$111K 1 0.07% New
2010
CWC
Carolinas Wealth Consulting
North Carolina
$121K +$24.6K 3 0.03% Increased
2011
Global Retirement Partners
Global Retirement Partners
California
$121K -$248K 2 0.09% Reduced
2012
TIM
Tortoise Investment Management
New York
$121K +$2.11K 3 0.02% Increased
2013
TC
Trust Company
Kansas
$121K +$3.17K 1 0.03% Increased
2014
FRA
Front Row Advisors
California
$120K +$640 3 0.04% Increased
2015
VC
Vestor Capital
Illinois
$120K $0 1 0.01% Maintained
2016
C
Covestor
United Kingdom
$119K +$108K 6 0.17% New
2017
PM
Parametrica Management
Hong Kong
$117K +$6.22K 2 0.12% Increased
2018
ICM
Islay Capital Management
Texas
$116K +$115K 1 0.09% New
2019
KPW
Kore Private Wealth
New York
$114K -$237K 1 0.01% Reduced
2020
First Pacific Advisors
First Pacific Advisors
California
$113K $0 1 0% Maintained
2021
FFA
Freedman Financial Associates
Massachusetts
$111K -$5K 3 0.08% Reduced
2022
SC
Seldon Capital
California
$111K +$103K 2 0.07% New
2023
RWM
Raffa Wealth Management
District of Columbia
$109K -$660 9 0.04% Reduced
2024
DFCM
Dark Forest Capital Management
Puerto Rico
$107K -$773K 4 0.04% Reduced
2025
PMAM
Penn Mutual Asset Management
Pennsylvania
$106K -$50.9K 1 0.11% Reduced