Beer, Wine, And Distilled Alcoholic Beverages - 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
2025-Q2 203 15,516,840 -2.85 404,235,312,000 -10.85
2025-Q1 203 15,972,484 -1.54 453,437,827,000 -25.52
2024-Q4 212 16,221,723 -36.45 608,822,643,000 -56.88
2024-Q3 261 25,525,347 -4.75 1,411,859,118,000 18.49
2024-Q2 229 26,798,103 7.55 1,191,561,471,000 -12.32
2024-Q1 238 24,916,370 -17.49 1,358,922,594,000 -8.80
2023-Q4 241 30,199,167 -10.23 1,490,090,512,000 -5.42
2023-Q3 232 33,639,278 16.62 1,575,509,604,000 6.23
2023-Q2 219 28,846,113 6.31 1,483,110,585,000 13.81
2023-Q1 240 27,133,988 -5.14 1,303,121,801,000 -22.30
2022-Q4 249 28,605,197 63.70 1,677,135,226,000 7,004.90
2022-Q3 220 17,473,641 0.42 23,605,347,000 53.50
2022-Q2 216 17,400,542 1.52 15,378,432,000 -1.76
2022-Q1 208 17,140,295 0.68 15,654,696,000 338.17
2021-Q4 210 17,023,817 1.38 3,572,732,000 12.87
2021-Q3 178 16,791,300 0.95 3,165,460,000 10.18
2021-Q2 179 16,632,746 2.13 2,872,958,000 10.43
2021-Q1 184 16,285,941 4.28 2,601,547,000 -33.04
2020-Q4 173 15,617,069 -3.70 3,885,214,000 136.76
2020-Q3 165 16,216,455 -3.41 1,641,006,000 8.98
2020-Q2 162 16,789,215 2.87 1,505,837,000 69.19
2020-Q1 140 16,320,402 -11.29 890,004,000 -58.31
2019-Q4 162 18,397,309 -1.48 2,134,912,000 -0.58
2019-Q3 147 18,673,738 -10.62 2,147,438,000 -18.19
2019-Q2 160 20,891,753 5.01 2,624,988,000 -13.61
2019-Q1 177 19,894,387 3.75 3,038,574,000 40.74
2018-Q4 157 19,176,088 5.87 2,159,004,000 -26.86
2018-Q3 154 18,112,731 8.52 2,952,014,000 -39.25
2018-Q2 158 16,690,042 -1.64 4,859,660,000 76.86
2018-Q1 149 16,967,966 4.49 2,747,677,000 87.42
2017-Q4 128 16,238,104 -4.03 1,466,056,000 31.47
2017-Q3 117 16,919,123 1.86 1,115,145,000 18.94
2017-Q2 115 16,609,430 1.39 937,578,000 3.51
2017-Q1 134 16,381,903 5.41 905,800,000 13.63
2016-Q4 125 15,540,453 8.22 797,182,000 -13.17
2016-Q3 121 14,360,028 65.98 918,113,000 28.20
2016-Q2 117 8,651,848 7.08 716,151,000 106.88
2016-Q1 89 8,079,683 9.48 346,174,000 -9.29
2015-Q4 95 7,380,252 3.69 381,629,000 158.08
2015-Q3 75 7,117,540 23.26 147,872,000 -31.99
2015-Q2 69 5,774,426 12.88 217,438,000 215.48
2015-Q1 64 5,115,495 0.00 68,922,000 0.00