LPL Financial LLC

Position in DEO — Diageo PLC

CIK 1403438 FORT MILL, SC

Position in DEO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,962,970

+$563,683 QoQ

Shares Held

173,712

-3.5% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#56

of 720 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Consumer Defensive · as of Jun 30, 2026

LPL Financial LLC holds $18,456,168 across 4 Beverages - Wineries & Distilleries names. DEO ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DEO	Diageo PLC This page	173,712	$13,962,970
2	BF-B	Brown Forman Corp	146,046	$3,905,385
3	MGPI	Mgp Ingredients Inc	32,416	$567,928
4	SNDL	SNDL Inc.	14,730	$19,885

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,962,970	173,712	-3.5%	Shares	Sole	2026-08-07
2026-03-31	$13,399,287	179,977	-59.8%	Shares	Sole	2026-05-06
2025-12-31	$38,612,899	447,582	-10.4%	Shares	Sole	2026-02-11
2025-09-30	$47,664,326	499,469	+8.8%	Shares	Sole	2025-11-12
2025-06-30	$46,284,148	458,986	+5.6%	Shares	Sole	2025-08-12
2025-03-31	$45,555,880	434,735	+2.2%	Shares	Sole	2025-05-07
2024-12-31	$54,084,788	425,429	+1.8%	Shares	Sole	2025-02-11
2024-09-30	$58,665,909	418,027	+74.3%	Shares	Sole	2024-11-08
2024-06-30	$30,238,775	239,838	+22.8%	Shares	Sole	2024-08-07
2024-03-31	$29,061,862	195,387	+26.0%	Shares	Sole	2024-05-10
2023-12-31	$22,586,039	155,060	+1.6%	Shares	Sole	2024-02-14
2023-09-30	$22,769,492	152,631	-2.8%	Shares	Sole	2023-11-13
2023-06-30	$27,253,708	157,100	+0.1%	Shares	Sole	2023-07-31
2023-03-31	$28,431,309	156,923	+2.9%	Shares	Sole	2023-05-10
2022-12-31	$27,176,291	152,513	+0.6%	Shares	Sole	2023-02-07
2022-09-30	$25,738,611	151,573	+7.6%	Shares	Sole	2022-11-14
2022-06-30	$24,517,488	140,808	+5.1%	Shares	Sole	2022-08-12
2022-03-31	$27,220,353	133,998	+15.7%	Shares	Sole	2022-05-16
2021-12-31	$25,490,450	115,792	+3.0%	Shares	Sole	2022-02-14
2021-09-30	$21,703,043	112,451	+3.1%	Shares	Sole	2021-11-15
2021-06-30	$20,916,254	109,115	+9.1%	Shares	Sole	2021-08-13
2021-03-31	$16,425,433	100,027	+16.3%	Shares	Sole	2021-05-14
2020-12-31	$13,657,342	85,998	+9.0%	Shares	Sole	2021-02-12
2020-09-30	$10,863,301	78,914	-3.3%	Shares	Sole	2020-11-09
2020-06-30	$10,969,583	81,625	+10.4%	Shares	Sole	2020-08-13
2020-03-31	$9,395,439	73,910	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.