A detailed history of Mcmorgan & CO LLC transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Mcmorgan & CO LLC holds 229,278 shares of NAPA stock, worth $1.63 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
229,278
Previous 219,838 4.29%
Holding current value
$1.63 Million
Previous $2.17 Million 1.43%
% of portfolio
0.37%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$8.55 - $10.07 $80,712 - $95,060
9,440 Added 4.29%
229,278 $2.13 Million
Q4 2023

Feb 13, 2024

BUY
$8.98 - $10.92 $80,505 - $97,897
8,965 Added 4.25%
219,838 $2.17 Million
Q3 2023

Nov 13, 2023

BUY
$10.26 - $13.05 $763,908 - $971,637
74,455 Added 54.58%
210,873 $2.16 Million
Q2 2023

Aug 14, 2023

BUY
$12.97 - $16.05 $155,899 - $192,921
12,020 Added 9.66%
136,418 $1.77 Million
Q1 2023

May 15, 2023

BUY
$14.77 - $16.86 $365,335 - $417,032
24,735 Added 24.82%
124,398 $1.98 Million
Q4 2022

Feb 14, 2023

BUY
$13.76 - $17.77 $1.37 Million - $1.77 Million
99,663 New
99,663 $1.65 Million

Others Institutions Holding NAPA

About Duckhorn Portfolio, Inc.


  • Ticker NAPA
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 115,184,000
  • Market Cap $818M
  • Description
  • The Duckhorn Portfolio, Inc. produces and sells wines in North America. It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing, and Postmark. The company sells wines to distributors, and directly to retail accounts and consumers. The company wa...
More about NAPA
Track This Portfolio

Track Mcmorgan & CO LLC Portfolio

Follow Mcmorgan & CO LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcmorgan & CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcmorgan & CO LLC with notifications on news.