Position in DEO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,607
+$565 QoQ
Shares Held
20
+42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#679
of 716 holders
Holding Since
Dec 2025
3 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, 2026IMA Advisory Services, Inc. holds $3,259 across 2 Beverages - Wineries & Distilleries names. DEO ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
|
62 | $1,652 | |
| 2 | DEO |
Diageo PLC
This page
|
20 | $1,607 |
All Filings in DEO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,607 | 20 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,042 | 14 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,035 | 12 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||