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Wine has long been a favorite alternative asset for the wealthy, alongside real estate and art. Wine offers high investment returns, are less vulnerable to valuation swings, and serve as a tangible asset. For investors seeking exposure to this asset class, there are a number of ways to gain exposure from directly buying wine bottles to investing through crowdfunding platforms.
One easy way to get exposure to the wine industry is by investing in winery stocks which can be bought directly through your brokerage account. Winery stocks allow you to own a piece of successful wine manufacturers from different regions. Now that you’re considering winery stocks for your portfolio, you need to determine the right stocks to choose.
The 15 Best Winery Stocks to Invest In
There are a number of valuable winery stocks investors should consider for their portfolios to add diversification in the wine industry. From European companies which make champagne to
California wineries crafting affordable wine, there are opportunities for every investor to gain exposure.
When considering these winery stocks, do research into the performance of the wineries and how they would benefit your portfolio.
1. LVMH Moet Hennessy Louis Vuitton SE (EPA: MC)
LVMH Moet Hennessy Louis Vuitton SE is a French multinational luxury goods conglomerate. The company was formed in 1987 through the merger of fashion house Louis Vuitton and champagne producer Moet Hennessy. Today, LVMH owns over 70 luxury brands in various sectors, including fashion and leather goods (e.g., Louis Vuitton, Christian Dior, Fendi, Celine) and wine and spirits (e.g., Moet & Chandon, Hennessy).
2. Anheuser-Busch InBev SA/NV (NYSE:BUD)
Anheuser-Busch InBev SA/NV is a multinational beverage and brewing company based in Leuven, Belgium. While Anheuser-Busch InBev) is primarily known for its beer brands, the company also has a small wine division. The wine division is called E. & J. Gallo Winery, which is a joint venture between Anheuser-Busch InBev and California-based wine producer E. & J. Gallo.
3. Diageo PLC (NYSE: DEO)
Diageo PLC is a British multinational alcoholic beverage company, headquartered in London, UK. The company is one of the world’s largest producers of spirits, beer, and wine, with a portfolio of over 200 brands, including Johnnie Walker, Guinness, Smirnoff, Captain Morgan, Baileys, and Tanqueray.
4. Pernod Ricard (EPA: RI)
Pernod Ricard is a French multinational company that specializes in the production and distribution of alcoholic beverages.Pernod Ricard is one of the largest producers of wine and spirits in the world, with a portfolio of over 40 premium brands like Perrier-Jouet champagne.
5. Constellation Brands Inc (NYSE: STZ)
Constellation Brands Inc. is an American-based beverage alcohol company that produces, markets, and distributes a wide range of beer, wine, and spirits products. The company produces and markets a wide range of wine and spirits brands, including Robert Mondavi, The Prisoner, Kim Crawford, and Svedka Vodka.
6. Brown Forman Corporation (NYSE: BF-B)
Brown-Forman Corporation is an American-based multinational company that specializes in the production and distribution of premium spirits and wine. The company produces and markets a range of wines, including Korbel Champagne, Sonoma-Cutrer, and Chateau Souverain.
7 . Treasury Wine Estates Ltd (ASX: TWE)
Treasury Wine Estates Ltd is an Australian-based global wine company, with headquarters in Melbourne, Australia. Treasury Wine Estates produces, markets, and distributes a wide range of premium and luxury wines, including brands such as Penfolds, Wolf Blass, Beringer, and Lindeman’s.
8. Compania Cervecerias Unidas (NYSE: CCU)
Compania Cervecerias Unidas is a Chilean-based company that produces, markets, and distributes alcoholic and non-alcoholic beverages. The company was founded in 1850 and is headquartered in Santiago, Chile.CCU’s portfolio includes a wide range of beer, wine, and spirits brands, including Cristal, Escudo, Heineken, Corona, and Jack Daniel’s.
9. The Duckhorn Portfolio (NYSE: NAPA)
The Duckhorn Portfolio is an American-based wine company that produces and markets premium wines. The company was founded in 1976 and is headquartered in St. Helena, California. The company produces and markets wines from several regions in California, including Napa Valley, Anderson Valley, Sonoma Coast, and Santa Lucia Highlands.
10. Crimson Wine Group (OTC: CWGL)
Crimson Wine Group (OTC: CWGL) is an American-based wine company that produces and markets premium and ultra-premium wines. The company was founded in 1991 and is headquartered in Napa, California. Crimson Wine Group’s portfolio includes a range of premium wine brands, including Pine Ridge Vineyards, Seghesio Family Vineyards, Chamisal Vineyards, and Archery Summit Winery.
11. Naked Wines plc (OTC:NWINF)
Naked Wines plc is a British-based online wine retailer and producer that operates in the UK, the US, and Australia. The company was founded in 2008 and is headquartered in Norwich, England. Naked Wines produces its own wines under the Naked Wines label, working closely with independent winemakers to develop unique and high-quality products.
12. Willamette Valley Vineyards, Inc. (NASDAQ: WVVI)
Willamette Valley Vineyards, Inc. is an American-based wine company that produces and markets premium and ultra-premium wines. The company was founded in 1983 and is headquartered in Turner, Oregon. Willamette Valley Vineyards’ portfolio includes a range of wines, including Pinot Noir, Chardonnay, and Pinot Gris.
13. Corby Spirit and Wine (TSE: CSW.B)
Corby Spirit and Wine Limited is a Canadian-based marketer and distributor of spirits and wines. The company was founded in 1859 and is headquartered in Toronto, Ontario. Corby’s portfolio includes a range of premium and super-premium spirits and wines, including Canadian whiskies, scotch whiskies, vodka, gin, rum, and wines.
14. Vintage Wine Estates (NASDAQ: VWE)
Vintage Wine Estates is an American-based wine company that produces and markets premium and ultra-premium wines. The company was founded in 2006 and is headquartered in Santa Rosa, California. Vintage Wine Estates’ portfolio includes a range of wine brands, including Clos Pegase, B.R. Cohn, Girard, Cosentino Winery, and Swanson Vineyards.
15. Splash Beverage Group, Inc. (NYSE:SBEV)
Splash Beverage Group, Inc. is an American-based beverage company that produces and markets a range of non-alcoholic and alcoholic beverages. The company was founded in 2019 and is headquartered in Fort Lauderdale, Florida.
Who Should Invest in Winery Stocks?
Investing in winery stocks can be right for many investors who want to diversify their portfolios with exposure to wine and capitalize on the high returns of wine.
Over the past 5 years, fine wine has returned a 41.2% yield while wine from specific regions like Burgundy returned 93.8% and Champagne returned 87.6%.
Choosing the right winery stocks can provide you exposure to this industry with a liquid investment which is easily traded and can return dividends on top of returns. Winery stocks can also easily be added to your brokerage portfolio where you can track these stocks alongside your other bonds and equities.
Alternatives to Winery Stocks
There are two key ways to invest in wine to diversify your portfolio and take advantage of the high returns of wine. Wine stocks are liquid investments that can be sold easily through your brokerage but there are two issues with this investment type.
One is that wine stocks can be correlated with the stock market overall, reducing the diversification you normally would get from investing in wine. Another is the research you’ll have to undertake to pick the right stock and tracking its performance to know when to sell.
If you’re looking for alternative investing methods, here are the best two:
Buying Wine Bottles Directly
One simple method to invest in wine is to buy wine bottles directly. This method will require research of the best bottles to buy, where to buy them, and right brands to choose.
To buy wine directly, you can buy through a platform like Sotheby’s or Christie’s, insure the bottles, and store them in the right climate to protect their long-term value.
Read our guide on the best wine brands to invest in to learn how to get started.
Vinovest
For investors who want a hands-off approach to investing in wine, consider Vinovest, the best platform for passive wine investment. With Vinovest, investors are connected to fine wine sellers and experts to choose the best wine to invest in.
Vinovest offers a low investment minimum to get started and allows you to invest in a portfolio of wine bottles for long-term returns. This platform also provides you with insurance for your bottles and storage in cellars to protect your investment.
Should You Invest in Winery Stocks?
Winery stocks can be an excellent investment for investors looking to diversify their portfolio with a liquid investment. Buying a winery stock requires a smaller investment than buying a valuable wine bottle and paying for storage.
Investors seeking exposure to the wine industry should consider the winery stocks we’ve listed above to find the right asset and should also consider alternatives like Vinovest.