Position in DEO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$440,964
-$7,001 QoQ
Shares Held
5,486
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#344
of 717 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DEO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Ancora Advisors LLC holds $842,790 across 2 Beverages - Wineries & Distilleries names. DEO ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
This page
|
5,486 | $440,964 | |
| 2 | BF-B |
Brown Forman Corp
|
15,078 | $401,826 |
All Filings in DEO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,964 | 5,486 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $447,965 | 6,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $566,879 | 6,571 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $695,016 | 7,283 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,042,382 | 10,337 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,183,078 | 11,290 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,635,781 | 12,867 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,824,559 | 13,001 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $904,245 | 7,172 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $744,294 | 5,004 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $581,619 | 3,993 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $561,065 | 3,761 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $647,253 | 3,731 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $732,148 | 4,041 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $738,953 | 4,147 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $739,522 | 4,355 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $802,692 | 4,610 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $958,007 | 4,716 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $994,151 | 4,516 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,035,445 | 5,365 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,320,598 | 12,106 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $3,121,795 | 19,011 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $3,142,213 | 19,786 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $3,560,850 | 25,867 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $11,829,679 | 88,025 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $10,316,677 | 81,157 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||