Position in DEO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,833,877
+$102,977 QoQ
Shares Held
35,256
-3.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#136
of 716 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Lafayette Investments, Inc. holds $4,340,641 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
35,256 | $2,833,877 | |
| 2 | BF-B |
Brown Forman Corp
|
56,539 | $1,506,764 |
All Filings in DEO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,833,877 | 35,256 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,730,900 | 36,681 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,151,184 | 36,527 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,380,534 | 56,382 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,741,325 | 56,935 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,110,933 | 58,316 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,149,918 | 56,241 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,825,919 | 55,764 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $6,903,006 | 54,751 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,959,374 | 53,512 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,723,912 | 53,027 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,867,352 | 46,034 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,851,010 | 45,256 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $8,138,062 | 44,917 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,851,585 | 44,063 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $7,460,432 | 43,934 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $7,528,600 | 43,238 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $8,653,560 | 42,599 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $9,159,805 | 41,609 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $8,070,295 | 41,815 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,891,110 | 41,166 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,752,315 | 41,120 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,603,637 | 41,582 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,608,819 | 40,744 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,178,718 | 38,535 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,869,861 | 22,576 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||