Milestone Investment Advisors LLC Duckhorn Portfolio, Inc. Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding NAPA
# of Institutions
171Shares Held
111MCall Options Held
21.9KPut Options Held
51.4K-
Tsg Consumer Partners LP Larkspur, CA61.8MShares$683 Million68.2% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.47MShares$60.4 Million0.0% of portfolio
-
Westwood Holdings Group Inc Dallas, TX4.64MShares$51.3 Million0.21% of portfolio
-
Black Rock Inc. New York, NY4MShares$44.2 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.34MShares$36.9 Million0.0% of portfolio
About Duckhorn Portfolio, Inc.
- Ticker NAPA
- Exchange NYSE
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 115,184,000
- Market Cap $1.27B
- 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...