← 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
1
Vanguard Group
Vanguard Group
Pennsylvania
$5.04B -$105M 10 0.08% Reduced
2
Dodge & Cox
Dodge & Cox
California
$3.34B -$159M 4 1.88% Reduced
3
BlackRock
BlackRock
New York
$3.3B -$184M 13 0.06% Reduced
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.36B +$750M 10 0.13% Increased
5
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.2B +$249M 2 0.86% Increased
6
State Street
State Street
Massachusetts
$1.97B -$91.6M 12 0.07% Reduced
7
Capital World Investors
Capital World Investors
California
$1.92B -$178M 1 0.28% Reduced
8
Morgan Stanley
Morgan Stanley
New York
$1.24B -$93.7M 14 0.08% Reduced
9
Bank of America
Bank of America
North Carolina
$1.11B -$61.6M 13 0.08% Reduced
10
Wellington Management Group
Wellington Management Group
Massachusetts
$1.1B +$101M 6 0.2% Increased
11
First Eagle Investment Management
First Eagle Investment Management
New York
$1.03B -$3.91M 3 2.02% Reduced
12
Geode Capital Management
Geode Capital Management
Massachusetts
$1.02B +$89.6M 10 0.07% Increased
13
Capital International Investors
Capital International Investors
California
$865M -$50.2M 3 0.15% Reduced
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$791M +$91.8M 13 0.18% Increased
15
Fisher Asset Management
Fisher Asset Management
Washington
$779M +$29.1M 4 0.31% Increased
16
Invesco
Invesco
Georgia
$704M -$29.5M 11 0.12% Reduced
17
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$657M +$147M 7 0.59% Increased
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$638M +$222M 5 1.92% Increased
19
JP Morgan Chase
JP Morgan Chase
New York
$609M +$18.4M 11 0.04% Increased
20
Charles Schwab
Charles Schwab
California
$549M +$15.1M 8 0.1% Increased
21
Northern Trust
Northern Trust
Illinois
$546M -$30.2M 11 0.08% Reduced
22
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$521M -$158M 14 0.09% Reduced
23
Aristotle Capital Management
Aristotle Capital Management
California
$519M -$10.7M 2 1% Reduced
24
UBS Group
UBS Group
Switzerland
$485M +$34.4M 16 0.08% Increased
25
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$473M +$79.2M 10 0.33% Increased