Position in DEO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$387,270
-$43,497 QoQ
Shares Held
4,818
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#355
of 716 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $598,098 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
4,818 | $387,270 | |
| 2 | BF-B |
Brown Forman Corp
|
7,911 | $210,828 |
All Filings in DEO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,270 | 4,818 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $430,767 | 5,786 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $960,012 | 11,128 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $24,796,340 | 259,838 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $27,478,597 | 272,497 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $16,944,123 | 161,696 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||